Investment Analyst

Netwealth - See Wealth Differently (ASX:NWL); City of Melbourne; Hybrid; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Family-friendly benefits

Wellness perks

Vibrant culture

Employee Resource Groups

Community impact

Job summary

Netwealth in Melbourne is seeking an Investment Analyst (or Manager-level researcher) specialising in alternative strategies and complex investment products. The role supports governance framework and reports to the Head of Investment Research and Governance.

You will review and monitor external fund managers, conduct due diligence, prepare research papers for Investment Committees, and contribute to ongoing governance of the investment menu within a hybrid work model.

Qualifications

• Minimum 5 years' experience in investment research, fund research, investment consulting, wealth management, asset management or related role.
• At least 2 years' experience covering fixed income, credit and/or property investment strategies.
• Understand platform products and how advisers/clients use them.

Responsibilities

• Support the review, selection, and ongoing monitoring of alternative strategies and complex investment products.
• Conduct detailed due diligence on external fund managers and present assessments.
• Prepare high-quality research, investment papers, and recommendations for Investment Committees.
• Ongoing governance of the investment menu, including monitoring and removals.
• Support Investment Committee reporting and IMR work plan initiatives.

Skills

Investment research

Fund research

Fixed income

Credit analysis

Property investments

Due diligence

Research tools

Education

Tertiary qualification in finance/commerce; CFA or equivalent

Tools

Morningstar

FactSet

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.

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 Team

The Investment Solutions and Governance team at Netwealth is responsible for overseeing the research and governance of investment options available on the Netwealth investment menu. Netwealth’s product suite includes Superannuation and IDPS platforms, Managed Accounts, and Global Specialist Series funds. Members of the Investment Management & Research (IMR) team work closely with the broader Product Department to manage the investments offered to clients on the Superannuation and IDPS investment menus and products issued by Netwealth as responsible entity.

The Opportunity

We are seeking an experienced Investment Analyst (or Manager-level researcher) with a specialisation in alternative strategies and complex investment products. The ideal candidate will have approximately five years of relevant experience (minimum three years). As an Investment Analyst within the IMR team, you will report to the Head of Investment Research and Governance and play a key role in supporting Netwealth’s investment governance framework. This role focuses on alternative strategies and complex investment products, including private markets, hedge funds, structured products, and other non-traditional solutions. You will support the selection, due diligence, and ongoing governance of specialist managers and products in these areas.

Key Responsibilities

• Support the review, selection, and ongoing monitoring of alternative strategies and complex investment products
• Conduct detailed due diligence on external fund managers, including meetings and qualitative assessments in adherence to the Investment Governance Framework/s
• Prepare high-quality research, investment papers, and recommendations for Investment Committees
• Ongoing governance of the investment menu, including investment option addition, monitoring, and removals
• Support Investment Committee reporting and broader IMR work plan initiatives

About You

You are an naturally curious investment professional with a genuine interest in fixed income, credit and property investments. You may come from a research team within a research house, investment consulting firm, dealer group, wealth management firm, asset manager or platform environment. You enjoy analysing investment strategies, engaging with fund managers and understanding the key drivers of risk, return and portfolio outcomes. You enjoy analysing how products are constructed, understanding where risks lie, and assessing performance across different market conditions. You are comfortable engaging with fund managers and forming independent views. You also bring strong communication skills and can translate complex concepts into clear, actionable insights for stakeholders.

Your Experience

• Tertiary qualification in finance, commerce, or a related discipline; CFA or equivalent is highly regarded
• Minimum 5 years' experience in investment research, fund research, investment consulting, wealth management, asset management or a related investment role
• At least 2 years' experience covering or researching fixed income, credit and/or property investment strategies, including manager structures, risk characteristics and performance drivers
• Understanding of a Responsible Entity for a registered Managed Investment Schemes and Super Trustee regulations (SPS530)
• Strong understanding of investment structures, liquidity profiles, and risk-return characteristics
• Experience conducting fund manager due diligence and preparing investment recommendations
• Familiarity with research tools and data platforms (e.g. Morningstar, FactSet)
• Understanding of platform products and how advisers and clients use them is beneficial
• Strong organisational skills and attention to detail
• Clear and confident written and verbal communication skills

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. If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much. Need adjustments during the recruitment process? Contact us at [e-mail]