Hybrid Investment Analyst, Managed Accounts & Governance

Nearheal; Melbourne; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Wellness programs

Volunteer opportunities

Breakfast in Melbourne

Job summary

Netwealth is seeking an Investment Analyst, Managed Accounts to join our Investment Management & Research team within the Investment Solutions & Governance division. You will support due diligence, onboarding and ongoing review of managed account solutions while aligning with governance and regulatory standards.

You’ll work closely with senior stakeholders to ensure quality investment analysis, documentation, and ongoing monitoring across multiple asset classes in a fast-paced, collaborative

Qualifications

• 3+ years’ experience in an investment analyst, investment research, or managed accounts analysis.
• Exposure to managed accounts, investment platforms, funds management or investment governance is essential.
• Tertiary qualifications in finance, commerce, economics or a related discipline.
• Progress toward, or interest in, professional qualifications such as CFA or CAIA is highly regarded.
• Strong written and verbal communication skills, with the ability to clearly document investment analysis.
• High attention to detail and strong organisational skills, with the ability to manage multiple tasks and deadlines.
• Solid numeracy skills and confidence using Microsoft Excel.

Responsibilities

• Support investment due diligence reviews of prospective model managers and managed models across multiple asset classes.
• Assist with the preparation of high-quality investment analysis, due diligence documentation and papers for Investment Committees and trustee approval.
• Contribute to the onboarding of new managed models, coordinating inputs across Product, Investment Operations and senior investment stakeholders.
• Support ongoing monitoring and periodic reviews of approved managed models, identifying changes and emerging considerations.
• Assist with reviews of models issued by external Responsible Entities for inclusion on the Netwealth platform.
• Maintain accurate records and documentation in line with investment governance and regulatory requirements.
• Build knowledge of managed account structures, platform requirements and investment governance frameworks.

Skills

Analytical mindset

Attention to detail

Communication skills

Collaboration

Education

Finance / Economics degree

CAIA/CFA progression

Tools

Microsoft Excel

Job description

Netwealth is seeking an Investment Analyst, Managed Accounts to join our Investment Management & Research team within the Investment Solutions & Governance division. You will support due diligence, onboarding and ongoing review of managed account solutions while aligning with governance and regulatory standards.

You’ll work closely with senior stakeholders to ensure quality investment analysis, documentation, and ongoing monitoring across multiple asset classes in a fast-paced, collaborative