Investment Analyst
About Netwealth
Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.
Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.
But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.
If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.
The Opportunity
We are seeking a highly capable and motivated Investment Analyst – Operational Due Diligence to join our Investment Governance & Research team within the Product division at Netwealth. This role plays an essential part in strengthening the operational integrity of the investment managers and products available on our platform, ensuring they meet Netwealth’s expectations for quality, governance and regulatory compliance.
As operational risk, governance expectations and regulatory scrutiny continue to evolve, this role will be instrumental in delivering rigorous operational assessments, supporting investment governance processes, and contributing to the protection of our members’ interests.
Key responsibilities include:
Conduct operational due diligence assessments across multiple asset classes, evaluating governance, operational capabilities and risk management.
Maintain ongoing monitoring of investment managers, identifying emerging risks and material operational changes.
Prepare high‑quality operational due diligence reports and insights for Investment Committees and senior stakeholders.
Support compliance with ASIC and APRA regulatory requirements, including CPS 230, SPS 530 and RG 259.
Participate in on‑site assessments, interviews and manager walkthroughs, while monitoring industry trends and evolving best practice.
About you
You are an investment or operational risk professional with strong analytical skills and a passion for understanding how investment managers operate behind the scenes. You thrive in environments where attention to detail, sound judgement and structured problem‑solving are essential.
Your background includes:
3–5+ years’ experience in investment due diligence, investment research, operational risk or investment governance.
Strong understanding of investment manager governance, operational risk frameworks and oversight processes.
Familiarity with ASIC and APRA regulatory landscapes relevant to investment managers and platform operators.
Tertiary qualifications in finance, commerce, law or similar, with CFA/CAIA (or progression) highly regarded.
Excellent analytical, communication and stakeholder engagement skills, with the ability to assess complex operational environments and conduct on‑site reviews.
Life At Netwealth
At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.
We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.
Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.
We offer benefits designed for your wellbeing and personal development, including;
Family-friendly support: Paid parental leave and a fully funded school holiday program
Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services
A vibrant culture: social events, trivia nights, and corporate sports
Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group
Community Impact: Paid volunteering and our Netwealth Impact Group
We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.
If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.
Need adjustments during the recruitment process? Contact us at people@netwealth.com.au
Apply now and help us shape a brighter financial future!