Senior Investment Analyst

Netwealth is looking for a Senior Investment Analyst, Operational Due Diligence to join its Investment Governance team on a nine month fixed term contract. The role assesses 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, the role contributes to the governance framework supporting one of Australia's leading investment platforms.

Responsibilities

Conduct operational due diligence assessments across a broad range of investment structures, including traditional, alternative and unlisted investment strategies; Evaluate governance arrangements, operational capabilities and risk management frameworks, providing independent insights and recommendations; Maintain ongoing monitoring of responsible entities, custodians and investment managers, identifying material operational changes, emerging risks and areas requiring further review; Prepare high quality due diligence reports and governance papers for senior stakeholders, investment committees and Boards; Support Netwealth's compliance with relevant ASIC and APRA requirements, including CPS 230, SPS 530 and RG 259; Participate in manager meetings, operational reviews and onsite assessments

Requirements

Tertiary qualifications in Finance, Commerce, Law or a related discipline; 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 and conduct detailed reviews

Nice to have

CFA or CAIA qualifications

Benefits

Paid parental leave; Fully funded school holiday program; CU Health (virtual healthcare); Income protection; Flu shots; Wellness weeks; Retail discounts; Financial wellbeing services; Social events, trivia nights and corporate sports; Employee Resource Groups (LGBTQIA+, DAWN, Culture Group, Carers Group); Paid volunteering and Netwealth Impact Group; End-of-trip amenities and daily breakfast in Melbourne; Career development and internal mobility support; Flexible hybrid model with 4 office days per fortnight