Investment Analyst, Managed Accounts

Netwealth - See Wealth Differently (ASX:NWL); Melbourne; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Paid parental leave

Wellness program and virtual care

Employee Resource Groups

Job summary

Netwealth is seeking an Investment Analyst, Managed Accounts to join our Investment Management & Research team. You will support governance, due diligence, and onboarding of model managers and managed models via the Netwealth Managed Account Service, coordinating with senior stakeholders and Product teams.

You will contribute to ongoing monitoring, regulatory alignment, and the expansion of platform-based investment solutions, gaining exposure to external model managers and governance frameworks.

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.
• 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.
• A collaborative approach and willingness to learn from senior stakeholders.

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

Investment analysis

Written & verbal communication

Numeracy

Attention to detail

Collaboration

Education

Finance/Commerce/Economics degree

Tools

Microsoft Excel

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 Opportunity
We are seeking a capable and motivated Investment Analyst, Managed Accounts to join our Investment Management & Research team within the Investment Solutions & Governance division at Netwealth.
This role plays an important part in supporting the investment governance and due diligence of model managers and managed models made available through the Netwealth Managed Account Service. Working closely with senior investment and product stakeholders, you will contribute to the assessment, onboarding and ongoing review of managed account solutions, helping ensure they meet Netwealth’s investment, governance and regulatory standards.
As managed accounts continue to be a key pillar of Netwealth’s growth strategy, this role offers strong exposure to investment governance processes, external model managers and platform‑based investment solutions.

Key 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.

About You

• +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.
• A collaborative approach and willingness to learn from senior stakeholders.

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.
Need adjustments during the recruitment process? Contact us at [e-mail]