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.

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 skilled 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

📌 Senior Investment Analyst (Melbourne)
🏢 Netwealth - See Wealth Differently (ASX:NWL)
📍 Melbourne