Investment Analyst
Core
Conduct due diligence, selection, and ongoing governance of alternative strategies and complex investment products (private markets, hedge funds, structured products) for Netwealth's investment menu.
Role type
Investment Analyst (Alternative Strategies & Complex Products)
Builds
Investment options for Superannuation and IDPS platforms, Managed Accounts, and Global Specialist Series funds
Domain
Financial Services / Asset Management / Alternative Investments
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
due diligence on external fund managers, investment research, fixed income analysis, credit analysis, property investment analysis, understanding of Responsible Entity regulations, risk-return assessment, investment committee reporting
Preferred skills
familiarity with research tools (Morningstar, FactSet), understanding of platform products usage by advisers
Technologies
Morningstar, FactSet
Responsibilities
Review and monitor alternative strategies and complex investment products, conduct qualitative assessments of fund managers, prepare investment papers and recommendations, manage investment option addition/removals, support Investment Committee reporting
Seniority
Mid-Senior, hands-on IC