Investment Governance Analyst, Managed Accounts

Cultura; Victoria; Híbrido; AUD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Netwealth seeks an Investment Analyst, Managed Accounts to join the Investment Management & Research team within the Investment Solutions & Governance division. You will support governance, due diligence, onboarding, and ongoing review of managed account solutions on the Netwealth platform.

The role offers exposure to model managers, platform-based investments, and collaboration with senior stakeholders to meet regulatory standards. Hybrid work is available with in-office days.

Formación

• +3 years’ experience in investment analysis, 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 related discipline.
• Progress toward CFA or CAIA is highly regarded.
• Strong written and verbal communication skills; ability to document investment analysis clearly.
• High attention to detail and strong organisational skills.

Responsabilidades

• 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.

Conocimientos

Analytical mindset

Attention to detail

Strong written and verbal comm.

Microsoft Excel proficiency

Collaborative approach

Educación

Tertiary qualifications in finance, commerce, economics

Descripción del empleo

Netwealth seeks an Investment Analyst, Managed Accounts to join the Investment Management & Research team within the Investment Solutions & Governance division. You will support governance, due diligence, onboarding, and ongoing review of managed account solutions on the Netwealth platform.

The role offers exposure to model managers, platform-based investments, and collaboration with senior stakeholders to meet regulatory standards. Hybrid work is available with in-office days.