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 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 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!