CRM Data Analyst in a leading energy company focused on data - driven campaign decisions. Collaborating with Data Science to optimize customer engagement and insights through analysis.
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Hybrid Quantitative Analyst
Posted 4 months ago
About the role
- Quantitative Analyst at Netwealth managing investment analytics and governance processes. Involves data integrity, compliance, and performance monitoring in financial services.
Responsibilities
- Managing investment analytics platforms such as FactSet and Morningstar Direct, ensuring data integrity and optimal utilisation
- Supporting Investment Committee reporting, performance monitoring, and stress testing aligned with governance frameworks
- Delivering portfolio analysis, benchmarking, and quantitative research to support investment decision-making
- Maintaining governance data across investment menus and ensuring compliance with regulatory standards
- Developing managed account reporting capabilities and supporting benchmark functionality for platform reporting
- Executing ad-hoc analytical projects and contributing to strategic initiatives with high-quality data insights
Requirements
- A tertiary qualification in finance, economics, mathematics, commerce, or a related analytical discipline
- 2–5 years’ experience in investment analysis or financial services, ideally with exposure to platforms, managed funds, or wealth products
- Hands-on experience with investment analytics systems such as FactSet or Morningstar Direct
- Advanced Excel skills and familiarity with performance measurement, risk analysis, and benchmarking methodologies
- Strong attention to detail and process orientation, with a commitment to data integrity
- Excellent communication skills and the ability to present analytical findings clearly to stakeholders
- Familiarity with regulatory environments including Responsible Entity and Superannuation Trustee regulations
Benefits
- 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 (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group
- Community impact: Paid volunteering and our Netwealth Impact Group
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