Senior Investment Analyst
Core
Conduct operational due diligence assessments on investment structures, responsible entities, and custodians to ensure governance and risk management standards.
Role type
Senior Investment Analyst (Operational Due Diligence)
Builds
Governance frameworks and risk oversight for investment managers and products on a wealth management platform
Domain
Financial Services / Investment Governance / Operational Risk
Deliverable
client delivery
Required skills
operational due diligence, investment governance, risk management frameworks, regulatory compliance (ASIC/APRA), stakeholder engagement, report writing
Preferred skills
CFA or CAIA designation, experience with alternative and unlisted investment strategies
Technologies
None stated
Responsibilities
Conduct operational due diligence assessments across traditional, alternative, and unlisted investment structures; evaluate governance arrangements and risk management frameworks; maintain ongoing monitoring of responsible entities and custodians; prepare due diligence reports and governance papers for senior stakeholders; support compliance with ASIC and APRA requirements; participate in manager meetings and onsite assessments (via careerplan.io/jobs/49428e00-1af4-44b1-ab37-367551cec257-senior-investment-analyst-at-netwealth)
Seniority
Senior, hands-on IC