Senior Investment Analyst
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
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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.Key criteria
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10+ years in investment analysis
Proven experience in funds management research and asset consulting.View
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Relevant financial qualifications
Tertiary qualification in financial services or related fields.View
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Knowledge of investment governance
Understanding of superannuation and investment governance frameworks.View
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