Netwealth - See Wealth Differently (ASX:NWL)1 follower20 jobs

Product Analyst

JuniorMid levelFull-timeHybridMelbourne VIC, AustraliaPosted 5 days agoVerified 6 days ago
Pending fitX of Y criteria met

About the job

Netwealth is on a mission to shape the future of wealth in Australia, and they are looking for a detail-oriented, data-savvy Product Analyst to join their dynamic managed account team. This job is pivotal in supporting the onboarding of new managed account portfolios, enhancing product documentation, and driving strategic improvements across fees, costs, and disclosures. The team thrives on collaboration, innovation, and a shared commitment to making a meaningful impact for clients.

Meet the team

About the company

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You'll be responsible for

🚀

Supporting onboarding

Support onboarding of new managed account portfolios to ensure a smooth integration process.
📄

Reviewing documentation

Review and update Product Disclosure Statements (PDS) to maintain compliance and clarity.
💡

Analyzing methodologies

Analyze and improve fee and cost methodologies to enhance competitiveness in the market.

Key criteria

📊

Analytical capability

Demonstrated experience in data analysis and reporting.

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📝

Document preparation skills

Proven experience preparing and reviewing Product Disclosure Statements.

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🤝

Stakeholder engagement

Experience building relationships across diverse teams and influencing outcomes.

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A meaningful career starts with a match

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4 criteria for this job
Analytical capability
Demonstrated experience in data analysis and reporting.

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Document preparation skills
Proven experience preparing and reviewing Product Disclosure Statements.

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Stakeholder engagement
Experience building relationships across diverse teams and influencing outcomes.

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Power BI proficiency
Experience using Power BI for data insights and reporting.

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