Investment Analyst
Core
Support the implementation of Netwealth's investment governance framework, conduct research and due diligence on external fund managers, and monitor investment strategies across various asset classes.
Role type
Investment Analyst (Investment Research)
Builds
Investment research papers, manager reviews, and recommendations for Investment Committees
Domain
Financial Services / Wealth Management / Investment Management
Required skills
Investment research, fund manager due diligence, portfolio analysis, risk assessment, asset class knowledge, investment strategy evaluation
Preferred skills
CFA designation, Morningstar/FactSet proficiency, understanding of Responsible Entity obligations (SPS 530), investment platform familiarity
Technologies
Morningstar, FactSet
Responsibilities
Conduct due diligence on external fund managers, analyze investment strategies and portfolios, prepare research papers and recommendations, monitor market developments, support investment menu governance
Seniority
Mid-Senior, hands-on IC