About Netwealth

Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.

At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

The Opportunity

We are seeking a detail-oriented and analytically driven Quantitative Analyst to join our Investment Governance & Research team, part of the broader Product division at Netwealth. This role plays a key part in supporting the governance and oversight of Netwealth’s investment products, including superannuation menus, managed accounts, and wholesale offerings.

As investment governance becomes increasingly complex and data-driven, this role will be instrumental in ensuring our investment analytics systems, reporting frameworks, and governance processes meet the highest standards of accuracy, compliance, and performance.

Key responsibilities include;

• Managing investment analytics platforms such as FactSet and Morningstar Direct, ensuring data integrity and optimal utilisation

• Supporting Investment Committee reporting, performance monitoring, and stress testing aligned with governance frameworks

• Delivering portfolio analysis, benchmarking, and quantitative research to support investment decision-making

• Maintaining governance data across investment menus and ensuring compliance with regulatory standards

• Developing managed account reporting capabilities and supporting benchmark functionality for platform reporting

• Executing ad-hoc analytical projects and contributing to strategic initiatives with high-quality data insights

About you

You are an emerging investment professional with strong quantitative skills and a passion for data accuracy and governance. You thrive in a collaborative environment and are motivated by delivering high-quality analytical outcomes that support strategic investment decisions.

Your background includes:

• A tertiary qualification in finance, economics, mathematics, commerce, or a related analytical discipline

• 2–5 years’ experience in investment analysis or financial services, ideally with exposure to platforms, managed funds, or wealth products

• Hands-on experience with investment analytics systems such as FactSet or Morningstar Direct

• Advanced Excel skills and familiarity with performance measurement, risk analysis, and benchmarking methodologies

• Strong attention to detail and process orientation, with a commitment to data integrity

• Excellent communication skills and the ability to present analytical findings clearly to stakeholders

• Familiarity with regulatory environments including Responsible Entity and Superannuation Trustee regulations

Life At Netwealth

At Netwealth, our people are our greatest strength. We invest in our employees at every stage of life because when you're at your best, so are we.

We’re committed to your growth, offering access to further education, diverse training opportunities, and strong support for career development. We’re proud to be recognised as one of the top 5 companies in Australia for Career Development, endorsed by WORK180.

We’re big on internal mobility. In fact, 32% of roles filled in 2023 went to our own people.

Our flexible hybrid working model encourages balance, with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing.

We offer a range of benefits focused on health, 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 (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group

• Community impact: Paid volunteering and our Netwealth Impact Group

Apply now!

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. We’re also proudly certified by Work180, Family Friendly Workplaces, and Great Place to Work.

If you're excited about this opportunity but don’t meet every requirement, we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much.

If you require any reasonable adjustments during the recruitment process, please contact us at people@netwealth.com.au.