About Netwealth
Netwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.
Since 1999 weve 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. Were 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 youre 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 Netwealths 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 highquality 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 onsite 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 problemsolving are essential.
Your background includes:
35 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 onsite 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 were committed to supporting you at every stage of life because when you thrive so do we.
Were proud to be recognised as one of Australias 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 youre in youll 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 youll 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
Were proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. Its one of our core values. Were committed to equity and inclusion through our gender equality disability LGBTQIA wellbeing and cultural initiatives. And were certified by WORK180 Family Friendly Workplaces and Great Places to Work.
If youre excited by the opportunity but dont 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
Apply now and help us shape a brighter financial future!
Required Experience:
IC
About NetwealthNetwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.Since 1999 weve gro...
About Netwealth
Netwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.
Since 1999 weve 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. Were 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 youre 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 Netwealths 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 highquality 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 onsite 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 problemsolving are essential.
Your background includes:
35 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 onsite 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 were committed to supporting you at every stage of life because when you thrive so do we.
Were proud to be recognised as one of Australias 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 youre in youll 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 youll 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
Were proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. Its one of our core values. Were committed to equity and inclusion through our gender equality disability LGBTQIA wellbeing and cultural initiatives. And were certified by WORK180 Family Friendly Workplaces and Great Places to Work.
If youre excited by the opportunity but dont 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
Apply now and help us shape a brighter financial future!
Required Experience:
IC
View more
View less