Investment Analyst

Nearheal; Melbourne; Hybrid; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Breakfast in Melbourne office

Paid parental leave

Wellness program

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Investment research

Due diligence

Financial analysis

Stakeholder communication

Portfolio knowledge

Multi-asset experience

Education

Bachelor's degree in finance or commerce

CFA or equivalent

Tools

Morningstar

FactSet

Job description

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

As an Investment Analyst within the Investment Management Research team, you will report to the Head of Investment Research and Governance and support the implementation of Netwealth’s investment governance framework across its financial product suites and superannuation services.

This is a broad investment research role where you’ll have exposure to a range of asset classes, investment strategies and fund managers. You’ll contribute to the research, selection and ongoing monitoring of investment options, bringing together quantitative analysis, qualitative research and manager engagement to form well considered investment views.

You’ll also play an important role in supporting the ongoing governance of Netwealth’s investment menu, working across a diverse range of investment products and strategies.

Key Responsibilities

• Support the research, selection and ongoing monitoring of investment strategies across a range of asset classes and investment styles
• Conduct detailed due diligence on external fund managers, including manager meetings, qualitative assessments and portfolio reviews, in accordance with Netwealth’s Investment Governance Framework
• Analyse investment strategies and portfolios, considering performance drivers, risk characteristics, liquidity, portfolio construction and investment outcomes
• Develop an understanding of investment philosophies, processes, portfolio positioning and the key drivers of risk and return
• Prepare high quality research papers, investment recommendations and manager reviews for Investment Committees
• Support the ongoing governance of the investment menu, including investment option additions, monitoring, surveillance and removals
• Monitor market developments, investment trends and changes that could impact investment strategies or portfolio outcomes
• Support Investment Committee reporting and contribute to broader IMR initiatives and governance activities

About You

You’re a naturally curious investment professional who enjoys getting underneath an investment strategy and understanding what makes it work.

You may come from a research house, investment consulting firm, wealth manager, asset manager, superannuation fund, dealer group or platform environment. Your experience could span multi asset portfolios, managed funds, equities, fixed income, alternatives, property or a combination of asset classes.

More important than specialising in one particular asset class is your ability to critically assess investment strategies, understand portfolio construction and risk, engage confidently with fund managers and form well reasoned investment views.

You enjoy asking questions, challenging assumptions and understanding how an investment strategy may perform across different market environments. You’re equally comfortable diving into the detail and translating complex investment concepts into clear and practical insights for stakeholders.

Your Experience

• Tertiary qualification in finance, commerce or a related discipline, with CFA or an equivalent qualification highly regarded
• Minimum 5 years’ experience in investment research, fund research, investment consulting, wealth management, asset management, superannuation or a related investment role
• Experience researching investment managers, managed funds or investment strategies across one or more asset classes
• Sound understanding of investment structures, portfolio construction, liquidity and risk and return characteristics
• Experience conducting fund manager due diligence and preparing investment research or recommendations
• Ability to analyse investment performance and understand the underlying drivers of portfolio outcomes
• Understanding of Responsible Entity obligations for registered Managed Investment Schemes and Super Trustee requirements, including SPS 530, would be highly regarded
• Familiarity with investment research and data platforms such as Morningstar and FactSet
• Understanding of investment platforms 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]

Melbourne, Victoria