Job Description
About Netwealth /n 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. /n 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. /n 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. /n 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. /n /n /n /n The Prospect
- Melbourne or Sydney /n Behind every strong investment offering is robust data, disciplined oversight and reporting that people can trust. /n We’re looking for a Data & Reporting Analyst, Investment Governance to join our Investment Management & Research team and help support the governance behind Netwealth’s investment offering. /n You’ll work across investment data, monitoring and reporting, helping us maintain a clear and reliable view of how our investment governance frameworks are operating. From validating data and monitoring key triggers through to preparing reporting for senior management, Investment Committees and Board forums, your work will help ensure the right information gets to the right people at the right time.



/n This is a great opportunity for someone with around 2 to 5 years’ experience who enjoys working with data, investigating anomalies and turning complex information into accurate, practical reporting. /n /n /n What You’ll Do/n /n
- /n You’ll work closely with Investment Management & Research and stakeholders across Netwealth to support our ongoing investment governance program. /n
- /n Collect, reconcile and validate investment governance data from multiple sources, investigating anomalies and escalating gaps where required /n
- /n Maintain governance datasets, registers, reporting calendars, data dictionaries and supporting evidence /n
- /n Support recurring monitoring across areas including liquidity, valuation, performance and stress testing /n
- /n Prepare dashboards and reporting for management, Investment Committees, Board and other governance forums /n
- /n Track triggers, actions, reporting deadlines and control exceptions to make sure issues are identified and followed through /n
- /n Build and improve practical reporting tools using Excel, Power BI and other approved tools, helping reduce manual processes and improve efficiency /n
- /n You’ll collaborate with teams across Investment Operations, Client Operations, Office of the Trustee, Legal, Risk & Compliance and Technology, as well as external service providers. /n /n /n /n About You/n You’re analytical, organised and naturally curious.



You enjoy getting into the detail, understanding why numbers do not reconcile and making sure the information people rely on is accurate and traceable. You’re also comfortable communicating what the data is telling you, where there are limitations and when something needs further investigation. /n Ideally, you’ll bring: /n /n
- /n 2 to 5 years’ experience across data analysis, investment operations, investment governance, risk, controls, financial services reporting or a similar analytical environment /n
- /n Strong Microsoft Excel capability and experience working with reconciliations, structured datasets, reporting and data quality checks /n
- /n Experience with Power BI and SQL is highly regarded, with exposure to Python also advantageous /n
- /n Strong attention to detail and confidence investigating data anomalies back to source /n
- /n Good documentation habits and an ability to create clear, repeatable processes that others can follow /n
- /n Clear communication skills and the ability to explain data, exceptions and issues to both technical and non technical stakeholders /n
- /n Exposure to investment products, superannuation, investment governance or APRA prudential standards such as SPS 530 would be advantageous, as would experience with investment data platforms such as FactSet or Morningstar. /n
- /n A tertiary qualification in finance, commerce, economics, data analytics, mathematics, statistics or a related discipline is preferred. /n /n Life At Netwealth /n 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.

📌 Data & Reporting Analyst, Investment Governance (Melbourne)
🏢 netwealth
📍 Melbourne