Hybrid Quantitative Investment Analyst

Netwealth - See Wealth Differently (ASX:NWL); Melbourne; Hybrid; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Family-friendly support

Wellness perks

Employee Resource Groups

Community Impact

Job summary

Netwealth is seeking a Quantitative Analyst to join the Investment Governance & Research team in Melbourne. With ~2 years’ experience, you will analyse performance, maintain data quality, and deliver insights to inform investment research and governance decisions.

You’ll work with platforms like FactSet and Morningstar Direct, contribute to fund manager reviews, and help enhance data processes while expanding your knowledge of portfolio analytics and risk across multiple asset classes.

Qualifications

• 2+ years in quantitative analysis, investment research, performance analysis or related financial services role
• Experience with investment data, performance, risk and portfolio concepts
• Familiarity with investment analytics platforms such as FactSet or Morningstar Direct would be highly regarded
• Strong Excel skills; coding tools like Python, R or SQL encouraged

Responsibilities

• Support maintenance and improvement of investment data, analytics and reporting processes ensuring accuracy and reliability
• Use analytics platforms (FactSet, Morningstar Direct) for portfolio analysis and research
• Assist with quantitative fund manager reviews including performance analysis, risk metrics and portfolio characteristics
• Produce analyses and reports to support Investment Committee discussions and governance decisions
• Contribute to reporting across managed accounts, investment menus and platform benchmarks
• Collaborate with team to improve data quality, reporting and analytics processes
• Develop knowledge of investment markets, portfolio construction, performance measurement and governance

Skills

Quantitative analysis

Data analytics

Excel

Python/R/SQL

Clear communication

Education

Finance/Economics/Mathematics/Statistics/Data Science degree

Tools

FactSet

Morningstar Direct

Python

R

SQL

Job description

Netwealth is seeking a Quantitative Analyst to join the Investment Governance & Research team in Melbourne. With ~2 years’ experience, you will analyse performance, maintain data quality, and deliver insights to inform investment research and governance decisions.

You’ll work with platforms like FactSet and Morningstar Direct, contribute to fund manager reviews, and help enhance data processes while expanding your knowledge of portfolio analytics and risk across multiple asset classes.