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 Team

The Investment Solutions and Governance team at Netwealth is responsible for overseeing the research and governance of investment options available on the Netwealth investment menu.

Netwealth’s product suite includes Superannuation and IDPS platforms, Managed Accounts, and Global Specialist Series funds. Members of the Investment Management & Research (IMR)



team work closely with the broader Product Department to manage the investments offered to clients on the Superannuation and IDPS investment menus and products issued by Netwealth as responsible entity.

The Opportunity

As an Investment Analyst within the IMR team, you will report to the Head of Investment Research and Governance and support the implementation of Netwealth’s investment governance framework across its financial product suites and superannuation services.

This role has a particular emphasis on fixed income, credit and property strategies, supporting the selection, monitoring and ongoing governance of specialist managers and products in these asset classes.

Key Responsibilities

- Support the review, selection and ongoing monitoring of fixed income, credit and property investment strategies across Netwealth's investment menu
- Conduct detailed due diligence on external fund managers, including manager meetings, qualitative assessments and portfolio reviews, in accordance with Netwealth's Investment Governance Framework
- Analyse fixed income and credit portfolios, assessing performance drivers, risk characteristics, liquidity profiles and portfolio construction outcomes
- Prepare high quality research papers, investment recommendations and manager reviews for Investment Committees
- Support the ongoing governance of the investment menu,



including investment option additions, monitoring, surveillance and removals
- Monitor market developments, interest rate environments and emerging trends across fixed income, credit and property markets
- Support Investment Committee reporting and contribute to broader IMR work plan initiatives and governance activities

About You

You are an naturally curious investment professional with a genuine interest in fixed income, credit and property investments. You may come from a research team within a research house, investment consulting firm, dealer group, wealth management firm, asset manager or platform environment. You enjoy analysing investment strategies, engaging with fund managers and understanding the key drivers of risk, return and portfolio outcomes.

You enjoy analysing how products are constructed, understanding where risks lie, and assessing performance across different market conditions. You are comfortable engaging with fund managers and forming independent views.

You also bring strong communication skills and can translate complex concepts into transparent, actionable insights for stakeholders.

Your Experience

- Tertiary qualification in finance, commerce, or a related discipline; CFA or equivalent is highly regarded
- Minimum 5 years' experience in investment research, fund research, investment consulting, wealth management, asset management or a related investment role
- At least 2 years' experience covering or researching fixed income, credit and/or property investment strategies, including manager structures, risk characteristics and performance drivers
- Understanding of a Responsibl

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