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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