Investment Analyst, Managed Accounts — Hybrid

Netwealth; Melbourne; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Family-friendly support

Wellness perks

Vibrant culture

Employee Resource Groups

Community impact

Job summary

Netwealth is seeking an Investment Analyst, Managed Accounts to join the Investment Management & Research team in Melbourne. You will contribute to due diligence, onboarding and ongoing governance of managed account solutions within the Netwealth platform.

The role offers exposure to governance frameworks, external model managers, and platform-based investment solutions in a collaborative environment. 4 days in the office fortnightly with a flexible hybrid model.

Qualifications

• +3 years’ experience in investment analyst, investment research, or managed accounts analysis.
• Exposure to managed accounts, investment platforms, funds management or governance is essential.
• Tertiary qualifications in finance, commerce, economics or related discipline.
• Progress toward CFA or CAIA is highly regarded.
• Strong written and verbal communication; document investment analysis.
• High attention to detail and ability to manage multiple tasks.
• Solid numeracy and Excel proficiency.
• Collaborative approach and willingness to learn from senior stakeholders.

Responsibilities

• Support investment 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.
• Assist onboarding of new managed models with input from Product and Investment teams.
• Support ongoing monitoring and periodic reviews of approved models.
• Review models issued by external Responsible Entities for Netwealth platform inclusion.
• Maintain accurate records in line with governance and regulatory requirements.
• Build knowledge of managed account structures and platform requirements.

Skills

Investment analysis

Due diligence

Excel

Communication

Education

Finance/Commerce/Economics degree

Tools

Microsoft Excel

Job description

Netwealth is seeking an Investment Analyst, Managed Accounts to join the Investment Management & Research team in Melbourne. You will contribute to due diligence, onboarding and ongoing governance of managed account solutions within the Netwealth platform.

The role offers exposure to governance frameworks, external model managers, and platform-based investment solutions in a collaborative environment. 4 days in the office fortnightly with a flexible hybrid model.