Investment Analyst - Managed Accounts
About the job
The Investment Analyst – Managed Accounts job at Netwealth is an exciting opportunity for individuals looking to make a significant impact in the investment governance space. This role is crucial in supporting the assessment and onboarding of managed account solutions, ensuring they align with Netwealth’s high standards. The team thrives on collaboration, innovation, and a commitment to creating a meaningful financial future for Australians.
You'll be responsible for
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Supporting investment due diligence
Conducting reviews of prospective model managers and managed models across various asset classes.📝
Preparing investment analysis documentation
Assisting in the creation of high-quality investment analysis and due diligence papers for committees.🔍
Monitoring approved managed models
Supporting ongoing monitoring and periodic reviews of managed models, identifying changes and emerging considerations.Key criteria
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Investment analysis experience (2-4 years)
Demonstrated experience in investment analysis or managed accounts.View
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Tertiary qualifications in finance or related field
Relevant degree in finance, commerce, or economics.View
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Exposure to investment governance
Familiarity with investment governance and regulatory standards.View
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