Investment Analyst, Managed Accounts
Core
Support investment governance and due diligence for model managers and managed models on the Netwealth Managed Account Service.
Role type
Investment Analyst (Managed Accounts)
Builds
Investment analysis, due diligence documentation, and onboarding reviews for external model managers.
Domain
Financial Services / Wealth Management / Investment Governance
Required skills
Investment due diligence, managed account structures, investment governance frameworks, financial analysis, regulatory compliance, Microsoft Excel, stakeholder coordination
Preferred skills
CFA or CAIA progress, tertiary qualifications in finance/commerce/economics
Technologies
Microsoft Excel
Responsibilities
Support investment due diligence reviews of prospective model managers and managed models; Assist with preparation of investment analysis and due diligence documentation for Investment Committees; Contribute to onboarding of new managed models; Support ongoing monitoring and periodic reviews of approved managed models; Assist with reviews of models issued by external Responsible Entities; Maintain accurate records and documentation in line with investment governance and regulatory requirements.
Seniority
Mid-career, hands-on IC