Netwealth - See Wealth Differently (ASX:NWL)1 job

Senior Investment Analyst

SeniorFull-timeHybridMelbourne VIC, AustraliaInvestment analysisFinancial managementProduct managementPosted 4 months ago
Pending fitX of Y criteria met

About the job

The Senior Investment Analyst job at Netwealth is a pivotal opportunity to shape the governance and oversight of investment products within a dynamic team. This position plays a crucial role in ensuring compliance and performance standards are met, contributing to a brighter financial future for clients. The team thrives on collaboration, innovation, and a shared commitment to excellence.

You'll be responsible for

✅

Ensuring adherence to IGF

Ensuring the Investment Governance Framework (‘IGF’) is adhered to in the management of the investment menus.
👨‍🏫

Managing investment menu analysts

Overseeing the work of investment menu analysts and ensuring compliance with IGFs.
🔄

Ongoing governance of investment menu

Conducting ongoing governance of the investment menu, including asset monitoring and performance evaluation.

What we're looking for

📊

10+ years in investment analysis

Proven experience in funds management research and asset consulting.

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🎓

Relevant financial qualifications

Tertiary qualification in financial services or related fields.

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📈

Knowledge of investment governance

Understanding of superannuation and investment governance frameworks.

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Meet the team

Think you're a good fit?See what the hiring team are looking for

About the company

View your fit

5 criteria for this job
10+ years in investment analysis
Proven experience in funds management research and asset consulting.

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Relevant financial qualifications
Tertiary qualification in financial services or related fields.

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Knowledge of investment governance
Understanding of superannuation and investment governance frameworks.

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Quantitative analysis skills
Experience with fund manager quantitative analysis and stress testing.

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Familiarity with regulations
Understanding of trustee regulations and Managed Investment Schemes.

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