Data & Reporting Analyst, Investment Governance

Netwealth; Melbourne; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible hybrid model

Wellness perks

Career development

Diversity & inclusion

Job summary

Netwealth is seeking a Data & Reporting Analyst, Investment Governance, to support data governance across our investment offering. You’ll validate data, develop dashboards, and provide timely reporting to senior management and governance forums.

You will work with cross‑functional teams, leveraging Excel, Power BI and SQL to turn complex data into actionable insights. A 2–5 year track record in data analytics within financial services is preferred.

Qualifications

• 2–5 years’ experience in data analysis, investment operations, or governance
• Strong Excel, data quality checks, and reconciliations
• Experience with Power BI and SQL is highly regarded; Python is a plus

Responsibilities

• Collect, reconcile and validate investment governance data from multiple sources
• Prepare dashboards and reporting for management, Investment Committees and Board forums
• Monitor liquidity, valuation, performance and stress testing initiatives
• Track triggers, deadlines and control exceptions to ensure issues are resolved
• Collaborate with Investment Operations, Client Operations, Legal, Risk & Compliance and Technology to deliver fit‑for‑purpose reports

Skills

Analytical mindset

Attention to detail

Communication skills

Data-driven

Problem solving

Education

Tertiary qualification in finance, commerce, economics, data analytics or related discipline

Tools

Power BI

SQL

Excel

Job description

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

The Opportunity - Melbourne or Sydney
Behind every strong investment offering is robust data, disciplined oversight and reporting that people can trust.

We’re looking for a Data & Reporting Analyst, Investment Governance to join our Investment Management & Research team and help support the governance behind Netwealth’s investment offering.

You’ll work across investment data, monitoring and reporting, helping us maintain a clear and reliable view of how our investment governance frameworks are operating. From validating data and monitoring key triggers through to preparing reporting for senior management, Investment Committees and Board forums, your work will help ensure the right information gets to the right people at the right time.

This is a great opportunity for someone with around 2 to 5 years’ experience who enjoys working with data, investigating anomalies and turning complex information into accurate, practical reporting.

What You’ll Do

• You’ll work closely with Investment Management & Research and stakeholders across Netwealth to support our ongoing investment governance program.

• Collect, reconcile and validate investment governance data from multiple sources, investigating anomalies and escalating gaps where required

• Maintain governance datasets, registers, reporting calendars, data dictionaries and supporting evidence

• Support recurring monitoring across areas including liquidity, valuation, performance and stress testing

• Prepare dashboards and reporting for management, Investment Committees, Board and other governance forums

• Track triggers, actions, reporting deadlines and control exceptions to make sure issues are identified and followed through

• Build and improve practical reporting tools using Excel, Power BI and other approved tools, helping reduce manual processes and improve efficiency

• You’ll collaborate with teams across Investment Operations, Client Operations, Office of the Trustee, Legal, Risk & Compliance and Technology, as well as external service providers.

About You

You’re analytical, organised and naturally curious. You enjoy getting into the detail, understanding why numbers do not reconcile and making sure the information people rely on is accurate and traceable. You’re also comfortable communicating what the data is telling you, where there are limitations and when something needs further investigation.

Ideally, you’ll bring:

• 2 to 5 years’ experience across data analysis, investment operations, investment governance, risk, controls, financial services reporting or a similar analytical environment

• Strong Microsoft Excel capability and experience working with reconciliations, structured datasets, reporting and data quality checks

• Experience with Power BI and SQL is highly regarded, with exposure to Python also advantageous

• Strong attention to detail and confidence investigating data anomalies back to source

• Good documentation habits and an ability to create clear, repeatable processes that others can follow

• Clear communication skills and the ability to explain data, exceptions and issues to both technical and non technical stakeholders

• Exposure to investment products, superannuation, investment governance or APRA prudential standards such as SPS 530 would be advantageous, as would experience with investment data platforms such as FactSet or Morningstar.

• A tertiary qualification in finance, commerce, economics, data analytics, mathematics, statistics or a related discipline is preferred.

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development, including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services

• A vibrant culture: social events, trivia nights, and corporate sports

• Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

Need adjustments during the recruitment process? Contact us at [e-mail]