Senior Commercial Analyst
Core
Strengthen commercial relationships and optimize the investment product ecosystem for Netwealth's Super Accelerator, Wealth Accelerator, and Netwealth Private platforms.
Role type
Senior Commercial Analyst (Investment Products)
Builds
Investment menus and commercial arrangements for wealth management clients
Domain
Financial Services / Wealth Management / Investment Products
Deliverable
dashboards & analysis
Required skills
commercial analysis, stakeholder management, financial services knowledge, reporting, contract administration, competitor analysis
Preferred skills
product management, funds management, wealth management
Technologies
none stated
Responsibilities
Support commercial relationships with fund managers and investment partners; prepare reporting on revenue, rebates, and partner activity; oversee administration of fees and commercial arrangements; coordinate review of fund manager agreements and commercial schedules; identify opportunities to improve reporting and partner servicing models
Seniority
Senior, hands-on IC