Senior Investment Analyst

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

The Opportunity - Melbourne or Sydney
As one of Australia's leading wealth management and FinTech businesses, we're known for challenging convention, delivering exceptional technology, and creating better outcomes for advisers and investors. Behind that success is a commitment to strong governance, robust oversight, and making investment decisions that put client outcomes first.

We're looking for a Senior Investment Analyst, Operational Due Diligence to join our Investment Governance team on a nine month fixed term contract. This is a unique opportunity to play a critical role in assessing the operational strength, governance frameworks and risk management practices of the responsible entities, custodians, investment managers and investment products available on the Netwealth platform.

Working closely with the General Manager, Investment Governance, you'll contribute to the governance framework that supports one of Australia's leading investment platforms, helping ensure the investment managers and products available to clients continue to meet Netwealth's high standards.

Key Responsibilities

• You'll conduct operational due diligence assessments across a broad range of investment structures, including traditional, alternative and unlisted investment strategies.

• You'll evaluate governance arrangements, operational capabilities and risk management frameworks, providing independent insights and recommendations that support sound investment oversight.

• You'll maintain ongoing monitoring of responsible entities, custodians and investment managers, identifying material operational changes, emerging risks and areas requiring further review.

• You'll prepare high quality due diligence reports and governance papers for senior stakeholders, investment committees and Boards, helping drive informed decision making across the business.

• You'll also support Netwealth's compliance with relevant ASIC and APRA requirements, including CPS 230, SPS 530 and RG 259, while participating in manager meetings, operational reviews and onsite assessments.

• Through your work, you'll help strengthen governance outcomes and protect the interests of the clients who entrust their investments to our platform.

About You
You're an experienced investment governance, operational due diligence or operational risk professional who enjoys understanding how investment managers and responsible entities operate behind the scenes.

You bring a strong analytical mindset, sound judgement and a structured approach to assessing risk. You're confident engaging with senior stakeholders, asking the right questions and translating complex operational information into clear recommendations and actionable insights.

Your Experience

• Tertiary qualifications in Finance, Commerce, Law or a related discipline. CFA or CAIA qualifications will be highly regarded

• A minimum of 7 years' experience in investment due diligence, investment research, operational risk or investment governance

• A strong understanding of responsible entities, custodians, investment managers, governance frameworks and operational risk management practices

• Sound knowledge of the ASIC and APRA regulatory environment relevant to investment managers, responsible entities and platform operators

• Experience preparing reports, recommendations and governance papers for senior stakeholders, investment committees and Boards

• Excellent written, verbal and stakeholder engagement skills, with the ability to assess complex operational environments and conduct detailed reviews

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development, including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services

• A vibrant culture: social events, trivia nights, and corporate sports

• Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at [email protected]

Apply now and help us shape a brighter financial future!