Quantitative Analyst

Netwealth - See Wealth Differently (ASX:NWL); Melbourne; Hybrid; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Family-friendly support

Wellness perks

Employee Resource Groups

Community Impact

Job summary

Netwealth is seeking a Quantitative Analyst to join the Investment Governance & Research team in Melbourne. With ~2 years’ experience, you will analyse performance, maintain data quality, and deliver insights to inform investment research and governance decisions.

You’ll work with platforms like FactSet and Morningstar Direct, contribute to fund manager reviews, and help enhance data processes while expanding your knowledge of portfolio analytics and risk across multiple asset classes.

Qualifications

• 2+ years in quantitative analysis, investment research, performance analysis or related financial services role
• Experience with investment data, performance, risk and portfolio concepts
• Familiarity with investment analytics platforms such as FactSet or Morningstar Direct would be highly regarded
• Strong Excel skills; coding tools like Python, R or SQL encouraged

Responsibilities

• Support maintenance and improvement of investment data, analytics and reporting processes ensuring accuracy and reliability
• Use analytics platforms (FactSet, Morningstar Direct) for portfolio analysis and research
• Assist with quantitative fund manager reviews including performance analysis, risk metrics and portfolio characteristics
• Produce analyses and reports to support Investment Committee discussions and governance decisions
• Contribute to reporting across managed accounts, investment menus and platform benchmarks
• Collaborate with team to improve data quality, reporting and analytics processes
• Develop knowledge of investment markets, portfolio construction, performance measurement and governance

Skills

Quantitative analysis

Data analytics

Excel

Python/R/SQL

Clear communication

Education

Finance/Economics/Mathematics/Statistics/Data Science degree

Tools

FactSet

Morningstar Direct

Python

R

SQL

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.

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.

The Opportunity

We are seeking a Quantitative Analyst to join our Investment Governance & Research team, part of the broader Investment Solutions division at Netwealth.

This is a great opportunity for an investment professional with around 2 years’ experience who enjoys working with data and wants to build their career in quantitative investment analysis and research.

You’ll support the team in analysing investment performance, maintaining high quality investment data and producing insights that help inform investment research and governance decisions. You’ll gain exposure to a broad range of investment products, managers and asset classes while developing your understanding of portfolio analytics, performance and risk.

As the team continues to enhance its data and analytical capabilities, you’ll also have the opportunity to contribute to improvements across our investment tools, reporting and data processes.

Key responsibilities include;

• Support the maintenance and improvement of investment data, analytics and reporting processes, ensuring information is accurate and reliable
• Use investment analytics platforms such as FactSet and Morningstar Direct to support portfolio analysis, benchmarking and investment research
• Assist with quantitative fund manager reviews, including performance analysis, risk metrics and portfolio characteristics
• Produce analysis and reporting to support Investment Committee discussions and investment decision making
• Contribute to reporting across managed accounts, investment menus and platform benchmarks
• Work with the broader Investment Governance & Research team to identify opportunities to improve data quality, reporting and analytical processes
• Develop your knowledge of investment markets, portfolio construction, performance measurement and investment governance

About You

You’re a curious and analytical investment professional with 2 or more years of relevant experience, strong analytical foundations and a genuine interest in investments. You enjoy solving problems, working with complex datasets and turning analysis into clear, meaningful insights. You’re keen to continue developing your technical capabilities while building broader exposure across investment research and governance.

Your background includes:

• 2 or more years’ experience in quantitative analysis, investment research, performance analysis, data analytics or a related financial services role
• Tertiary qualification in finance, economics, mathematics, statistics, data science or a related discipline
• Experience working with investment data and an understanding of investment performance, risk and portfolio concepts
• Exposure to investment analytics or research platforms such as FactSet or Morningstar Direct would be highly regarded
• Strong Excel skills and some experience with analytical or coding tools such as Python, R or SQL
• Ability to work with datasets, identify trends and translate quantitative analysis into meaningful insights
• Strong attention to detail and an understanding of the importance of data quality
• Clear written and verbal communication skills with the ability to explain analytical findings to different audiences
• Exposure to investment governance, managed funds, managed accounts, superannuation or investment platforms would be beneficial

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]