Investment Analyst, Managed Accounts & Governance

Netwealth - See Wealth Differently (ASX:NWL); Melbourne; Híbrido; AUD 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible hybrid model

End-of-trip amenities

Daily breakfast

Descripción de la vacante

Netwealth – See Wealth Differently (ASX:NWL) in Melbourne seeks an Investment Analyst, Managed Accounts to join our Investment Management & Research team. You will contribute to due diligence, onboarding and ongoing review of managed account solutions on the Netwealth platform.

The role offers exposure to governance processes, external model managers and a collaborative, flexible hybrid work environment with Melbourne office access and strong growth opportunities.

Formación

• +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 CFA or CAIA is highly regarded.
• Strong written and verbal communication skills.
• High attention to detail and strong organisational skills.
• Solid numeracy skills and Excel proficiency.

Responsabilidades

• Conduct due diligence reviews of model managers and managed models across asset classes.
• Prepare high-quality investment analysis and papers for Investment Committees and trustee approval.
• Coordinate onboarding of new managed models with Product, Investment Operations and senior stakeholders.
• Monitor and review approved managed models for changes and emerging considerations.
• Review models issued by external entities for inclusion on the Netwealth platform.
• Maintain accurate records and documentation in line with governance and regulatory requirements.
• Develop knowledge of managed account structures and governance frameworks.

Conocimientos

Investment analysis

Written communication

Attention to detail

Collaboration

Educación

Finance/Economics degree

CFA/CAIA progress

Herramientas

Microsoft Excel

Investment platforms

Descripción del empleo

Netwealth – See Wealth Differently (ASX:NWL) in Melbourne seeks an Investment Analyst, Managed Accounts to join our Investment Management & Research team. You will contribute to due diligence, onboarding and ongoing review of managed account solutions on the Netwealth platform.

The role offers exposure to governance processes, external model managers and a collaborative, flexible hybrid work environment with Melbourne office access and strong growth opportunities.