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Mid LevelFull-timeRustAgile
Salary Range
$68,000 - $92,000 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for an Investment Analyst – Managed Accounts to join our Investment Management & Research team at Netwealth. This role involves supporting investment governance and due diligence of model managers and managed models available through the Netwealth Managed Account Service.
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.
Requirements
- ✓2–4 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.
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