Hybrid Investment Research Analyst — Governance & Strategy

Nearheal; Melbourne; Híbrido; AUD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work model

Breakfast in Melbourne office

Paid parental leave

Wellness program

Descripción de la vacante

Netwealth is seeking an Investment Analyst to join the Investment Management Research team in Melbourne. You will support investment governance across product suites and super services, contributing to research, selection and monitoring of options across asset classes.

You will perform due diligence on fund managers, analyse strategies, and prepare high-quality recommendations for Investment Committees while supporting governance of the investment menu and responding to market developments.

Formación

• Teritiary qualification in finance, commerce or related discipline; CFA or equivalent is highly regarded.
• Minimum 5 years experience in investment research, fund research, investment consulting, wealth management or related role.
• Experience researching managers, funds or strategies across asset classes.
• Understanding of investment structures, portfolio construction, liquidity, risk and return.

Responsabilidades

• Support research, selection and monitoring of investment strategies across asset classes.
• Conduct due diligence on external fund managers with meetings and portfolio reviews.
• Analyse strategies for drivers of risk, return and liquidity.
• Develop understanding of investment philosophies and process.
• Prepare research papers and manager reviews for Investment Committees.
• Support governance of investment menu including additions and removals.
• Monitor market developments and contribute to IMR initiatives and governance.

Conocimientos

Investment research

Due diligence

Financial analysis

Stakeholder communication

Portfolio knowledge

Multi-asset experience

Educación

Bachelor's degree in finance or commerce

CFA or equivalent

Herramientas

Morningstar

FactSet

Descripción del empleo

Netwealth is seeking an Investment Analyst to join the Investment Management Research team in Melbourne. You will support investment governance across product suites and super services, contributing to research, selection and monitoring of options across asset classes.

You will perform due diligence on fund managers, analyse strategies, and prepare high-quality recommendations for Investment Committees while supporting governance of the investment menu and responding to market developments.