Investment Analyst

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.

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  Support the research, selection and ongoing monitoring of investment strategies across a range of asset classes and investment styles

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  Conduct detailed due diligence on external fund managers, including manager meetings, qualitative assessments and portfolio reviews, in accordance with Netwealth’s Investment Governance Framework

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  Analyse investment strategies and portfolios, considering performance drivers, risk characteristics, liquidity, portfolio construction and investment outcomes

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  Develop an understanding of investment philosophies, processes, portfolio positioning and the key drivers of risk and return

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  Prepare high quality research papers, investment recommendations and manager reviews for Investment Committees

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  Support the ongoing governance of the investment menu, including investment option additions, monitoring, surveillance and removals

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  Monitor market developments, investment trends and changes that could impact investment strategies or portfolio outcomes

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  Support Investment Committee reporting and contribute to broader IMR initiatives and governance activities

   

• Tertiary qualification in finance, commerce or a related discipline, with CFA or an equivalent qualification highly regarded

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;