Investment Research Analyst
About the Role
We are seeking a skilled Investment Research Analyst to join our team. As an Investment Research Analyst, you will be responsible for implementing investment governance frameworks for our financial product suites and superannuation services.
You will work closely with our Product team to manage investments offered to clients on our menus and products issued. This is an exciting opportunity for someone who wants to work in a dynamic environment and contribute to the growth of our business.
Key Responsibilities
* Manage ongoing governance of the investment menu (assets addition, monitoring and surveillance, and removal)
* Implement IMR quantitative requirements including maintaining systems and data quality i.e. FactSet, Morningstar Direct, etc.
* Conduct external investment manager reviews (fund manager and model manager) as required
* Prepare written recommendation and analysis
* Deliver Investment Committees related reporting and fulfilling the regular work plan
Requirements
* Tertiary qualification in financial services related disciplines (commerce, financial markets or financial advice). Relevant industry certification (CFA, CIMA, FRM, etc) is highly regarded.
* Knowledge and understanding of platform financial products and their use by clients and advisers.
* Understanding of a Responsible Entity for a registered Managed Investment Schemes and Superannuation Trustee regulations are advantageous.
* Working knowledge on fund manager quantitative analysis and investment stress testing are preferred.
* Exceptional management of time and activities – ability to keep everything in order and up to date.
* Excellent communication skills (both written and verbal) to enable effective communication of complex concepts and preparation of reports.
* Attention to detail, to ensure complete and accurate information in report and written documents.
* A passion for providing outstanding service to stakeholders (internal and external).
What We Offer
* A flexible and adaptable hybrid working policy
* Access to further education and diverse training opportunities
* An employee-centric culture that prioritises your growth and development
* Regular social events and team-building activities
* A comprehensive benefits package that includes discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services
At Netwealth, we value diversity and inclusion and welcome applications from talented individuals from all backgrounds.