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.

The Investment Solutions and Governance team at Netwealth is responsible for overseeing the research and governance of investment options available on the Netwealth investment menu.

Netwealth’s product suite includes Superannuation and IDPS platforms, Managed Accounts, and Global Specialist Series funds. Members of the Investment Management & Research (IMR) team work closely with the broader Product Department to manage the investments offered to clients on the Superannuation and IDPS investment menus and products issued by Netwealth as responsible entity.

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

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  Conduct detailed due diligence on external fund managers, including meetings and qualitative assessments in adherence to the Investment Governance Framework/s

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

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  Ongoing governance of the investment menu, including investment option addition, monitoring, and removals

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  Support Investment Committee reporting and broader IMR work plan initiatives

• Tertiary qualification in finance, commerce, or a related discipline; CFA or equivalent is 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;