Product 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

Netwealth is expanding its managed accounts capability and is looking for a collaborative and detail-oriented Product Analyst to join the team.

This role plays a key part in supporting the development and ongoing governance of managed account solutions. You will work across compliance, product and investment teams to help implement processes, support regulatory requirements and contribute to strategic initiatives that enhance the managed accounts offering.

You’ll be working closely with stakeholders across investment management, compliance, operations, technology and distribution, acting as a connector to ensure initiatives are delivered effectively. With a strong pipeline of managed account opportunities, this is a great chance to contribute to a high-growth area of the business while building broad exposure across the organisation.

KEY RESPONSIBILITIES INCLUDE

• Supporting the implementation and ongoing maintenance of compliance processes across managed account solutions, ensuring alignment with regulatory requirements including ASIC guidance

• Managing documentation updates and supporting compliance reporting through accurate data collection and process execution

• Conducting competitor analysis and market research across managed account offerings, fee structures and investment approaches to support product positioning and strategy

• Supporting multiple concurrent projects and stakeholder requests, managing competing priorities across product, compliance, investment and technology teams

• Providing analytical support to managed account development initiatives, contributing to process improvement and strategic enhancements

• Building relationships across investment management, sales, compliance, technology and operations to support collaboration and delivery

• Coordinating cross functional initiatives, ensuring clear communication, alignment and timely delivery of key activities

• Using tools such as Excel to support analysis, benchmarking and reporting that informs decision making

About You

You are a proactive and personable team player who enjoys working across stakeholders and contributing to broader business outcomes. You are confident communicating with a range of teams and bring a strong sense of ownership to your work.

Alongside your analytical capability, you are curious, organised and able to balance detail with a commercial lens.

• Around 2 years’ experience in superannuation, wealth management or investments, ideally with exposure to managed accounts

• Strong attention to detail, particularly in documentation, process execution and regulatory requirements

• Confident communicator with the ability to build relationships and work effectively across diverse stakeholders

• Strong organisational skills with the ability to manage multiple priorities in a fast paced environment

• Advanced Excel capability, with an interest in developing broader analytical and benchmarking skills

• Exposure to product, compliance or investment functions is highly regarded

• Collaborative, adaptable and keen to learn

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 talent@netwealth.com.au

Apply now and help us shape a brighter financial future!