Investment Analyst at Netwealth

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. Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact. But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful. If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth. The Team The Investment Solutions & Governance team at Netwealth oversees our financial products across their full lifecycle, from strategy and development through to ongoing management, governance (including compliance and disclosure) and investment research. Netwealth’s financial product suite includes the Netwealth Superannuation and IDPS platforms, the Netwealth Managed Account solutions, and Netwealth’s Global Specialist Series managed funds, with significant exposure across defensive and income‑oriented asset classes. The Investment Management & Research (IMR) team works closely with the broader Product team to research, select and govern the investments offered to clients across Netwealth’s platforms, with a strong focus on fixed income, credit, property and other income‑generating strategies within client portfolios. The opportunity As an Investment Analyst within the IMR team, you will report to the Head of Investment Research and Governance and support the implementation of Netwealth’s investment governance framework across its financial product suites and superannuation services. This role has a particular emphasis on fixed income, credit and property strategies, supporting the selection, monitoring and ongoing governance of specialist managers and products in these asset classes. Key responsibilities: - Managing the ongoing governance of the investment menu, including asset addition, monitoring, surveillance and removal, with a focus on fixed income, credit and property exposures - Managing IMR quantitative and data requirements, including maintaining systems and data integrity across platforms such as FactSet, Morningstar Direct and related analytical tools - Conducting external investment manager reviews (fund managers and model managers), particularly across fixed income, property and income‑oriented strategies - Preparing high‑quality written analysis, investment recommendations and supporting documentation - Delivering Investment Committee reporting and contributing to the execution of the IMR annual work plan About you As an Investment Analyst with a specialist mindset, you will ideally bring platform experience or a background from an investment consulting firm, or research house. You will have experience engaging with rating teams, meeting fund managers, and evaluating and rating investment products, particularly within fixed income, credit and property markets. You are comfortable working with research platforms and analytical tools that support investment decision‑making and governance. You can clearly communicate your insights and recommendations, both verbally and in writing, and bring a strong sense of curiosity to understanding markets, structures and risk drivers, particularly within more complex or defensive asset classes. Specific skills and experience include. - A tertiary qualification in financial services related disciplines (commerce, financial markets or financial advice). Relevant industry certification (CFA, CIMA, FRM, etc) is highly regarded. - Knowledge and understanding of platform financial products and their use by clients and advisers. - Exposure to fixed income, credit and/or property investment strategies, including manager structures, risk characteristics and performance drivers - Understanding of a Responsible Entity for a registered Managed Investment Schemes and Superannuation Trustee regulations are advantageous. - Working knowledge on fund manager quantitative analysis and investment stress testing are preferred. - Exceptional management of time and activities – ability to keep everything in order and up to date. - Excellent communication skills (both written and verbal) to enable effective communication of complex concepts and preparation of reports. - Attention to detail, to ensure complete and accurate information in report and written documents. - A passion for providing outstanding service to stakeholders (internal and external). 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 [Upgrade to PRO to see contact] Apply now and help us shape a brighter financial future!