Investment Analyst
NetwealthJobsCloseBy Editorial Insights
Netwealth is seeking an Investment Analyst with about five years’ experience to focus on alternative strategies and complex products, reporting to the Head of Investment Research. The role covers due diligence, selection and governance of private markets and hedge funds, with responsibilities including research and monitoring menu. Essentials include a CFA qualification, SPS530, experience in alternative investments, fund manager due diligence, and clear communication skills; familiarity with data platforms a plus. To apply, tailor your CV to show governance outcomes, due diligence examples, and the ability to translate complex ideas for stakeholders, highlight collaboration with advisers and the Melbourne hybrid setup, and demonstrate a growth mindset. If you don’t meet every box, apply anyway.
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
We are seeking an experienced Investment Analyst (or Manager-level researcher) with a specialisation in alternative strategies and complex investment products. The ideal candidate will have approximately five years of relevant experience (minimum three years).
As an Investment Analyst within the IMR team, you will report to the Head of Investment Research and Governance and play a key role in supporting Netwealth’s investment governance framework.
This role focuses on alternative strategies and complex investment products, including private markets, hedge funds, structured products, and other non-traditional solutions. You will support the selection, due diligence, and ongoing governance of specialist managers and products in these areas.
Key Responsibilities
Support the review, selection, and ongoing monitoring of alternative strategies and complex investment products
Conduct detailed due diligence on external fund managers, including meetings and qualitative assessments in adherence to the Investment Governance Framework/s
Prepare high-quality research, investment papers, and recommendations for Investment Committees
Ongoing governance of the investment menu, including investment option addition, monitoring, and removals
Support Investment Committee reporting and broader IMR work plan initiatives
About You
You are an intellectually curious investment professional with a strong interest in alternative strategies and complex product structures. You may come from a research team within a research house, investment consulting firm, dealer group, wealth management firm, or platform environment.
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 clear, actionable insights for stakeholders.
Your Experience
Tertiary qualification in finance, commerce, or a related discipline; CFA or equivalent is highly regarded
Experience researching or analysing alternative investments (e.g. private markets, hedge funds, structured products)
Understanding of a Responsible Entity for a registered Managed Investment Schemes and Super Trustee regulations (SPS530)
Strong understanding of investment structures, liquidity profiles, and risk-return characteristics
Experience conducting fund manager due diligence and preparing investment recommendations
Familiarity with research tools and data platforms (e.g. Morningstar)
Understanding of platform products and how advisers and clients use them is beneficial
Strong organisational skills and attention to detail
Clear and confident written and verbal communication skills
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!