About the role

  • 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

Job title

Quantitative Analyst

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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