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 rapid, 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 We are seeking a

Quantitative Analyst

to join our

Investment Governance & Research

team, part of the broader Investment Solutions division at Netwealth.

This is a great opportunity for an investment professional with around

2 years’ experience

who enjoys working with data and wants to build their career in quantitative investment analysis and research.

You’ll support the team in analysing investment performance, maintaining high quality investment data and producing insights that help inform investment research and governance decisions. You’ll gain exposure to a broad range of investment products, managers and asset classes while developing your understanding of portfolio analytics, performance and risk.





As the team continues to enhance its data and analytical capabilities, you’ll also have the opportunity to contribute to improvements across our investment tools, reporting and data processes.

Key responsibilities include;

Support the maintenance and improvement of investment data, analytics and reporting processes, ensuring information is accurate and reliable

Use investment analytics platforms such as FactSet and Morningstar Direct to support portfolio analysis, benchmarking and investment research

Assist with quantitative fund manager reviews, including performance analysis, risk metrics and portfolio characteristics

Produce analysis and reporting to support Investment Committee discussions and investment decision making

Contribute to reporting across managed accounts, investment menus and platform benchmarks

Work with the broader Investment Governance & Research team to identify opportunities to improve data quality, reporting and analytical processes

Develop your knowledge of investment markets, portfolio construction, performance measurement and investment governance

About you You’re a curious and analytical investment professional with

2 or more years of relevant experience , strong analytical foundations and a genuine interest in investments. You enjoy solving problems,



working with complex datasets and turning analysis into clear, meaningful insights. You’re keen to continue developing your technical capabilities while building broader exposure across investment research and governance.

Your background includes:

2 or more years’ experience

in quantitative analysis, investment research, performance analysis, data analytics or a related financial services role

Tertiary qualification in finance, economics, mathematics, statistics, data science or a related discipline

Experience working with investment data and an understanding of investment performance, risk and portfolio concepts

Exposure to investment analytics or research platforms such as

FactSet or Morningstar Direct

would be highly regarded

Strong Excel skills and some experience with analytical or coding tools such as

Python, R or SQL

Ability to work with datasets, identify trends and translate quantitative analysis into meaningful insights

Strong attention to detail and an understanding of the importance of data quality

Clear written and verbal communication skills with the ability to explain analytical findings to different audiences

Exposure to investment governance, managed funds, managed accounts, superannuation or investment platforms would be beneficial

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 b

📌 Quantitative Analyst (Melbourne)
🏢 netwealth
📍 Melbourne