Investment Analyst

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 and 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 product suite includes the Superannuation and IDPS platforms, Managed Accounts and Global Specialist Series funds. The team operates with a research house mindset, undertaking deep due diligence, manager research and ongoing monitoring to support high quality investment outcomes for clients.

The Investment Management and Research team partners closely with Product to research, select and govern the investments available across the platform, with a growing focus on alternative and complex investment strategies.

The opportunity
As an Investment Analyst within the IMR team, you will report to the Head of Investment Research and Governance and play a key role in supporting Netwealth’s investment governance framework.

This role will focus on alternative and complex products, including private markets, hedge funds, structured strategies and other non traditional investment solutions. You will support the selection, due diligence and ongoing governance of specialist managers and products in these areas.

What you will be doing:

• Support the review, selection and ongoing monitoring of alternative and complex investment products

• Conduct detailed due diligence on external fund managers, including meetings and qualitative assessment

• Analyse portfolio construction, risk drivers, liquidity and underlying structures across alternative strategies

• Prepare high quality written research, investment papers and recommendations for Investment Committee

• Contribute to ongoing governance of the investment menu including monitoring, watchlists and removals

• Maintain data integrity and analysis across research platforms such as FactSet and Morningstar Direct

• Support delivery of Investment Committee reporting and broader IMR work plan initiatives

About you
You are an intellectually curious investment analyst with a strong interest in alternatives and complex product structures. You may come from a research house, investment consulting firm, private markets team or platform environment.

You enjoy getting into the detail, understanding how products are built, where risks sit and how they perform across different market conditions. You are comfortable engaging directly with fund managers and forming independent views.

You bring strong written and verbal communication skills and can translate complex concepts into clear insights for stakeholders.

Your experience

• Tertiary qualification in finance, commerce or related discipline. CFA or similar is highly regarded

• Experience analysing or researching alternative investments such as private markets, hedge funds or structured products

• Strong understanding of investment structures, liquidity profiles and risk return characteristics

• Experience conducting fund manager due diligence and preparing investment recommendations

• Familiarity with research tools and data platforms such as FactSet or Morningstar

• Understanding of platform products and how advisers and clients use them is beneficial

• Strong organisation skills with high attention to detail

• Clear and confident communication skills, both written and verbal

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 [email protected]

Apply now and help us shape a brighter financial future!