Product Analyst chez Netwealth

About Netwealth

Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.

At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

The Opportunity

Netwealth is expanding its managed accounts capability and seeking a detail-oriented, data-savvy Product Analyst to join our managed account team. This role plays a critical part in supporting the onboarding of new managed account portfolios, enhancing product documentation, and driving strategic improvements across fees, costs, and disclosure.

You’ll work closely with investment governance, operations, IT, and sales teams in a fast-paced, high-growth environment. With over 130 suites of managed accounts and a strong pipeline of opportunities, this is a unique chance to contribute to one of Netwealth’s most dynamic and impactful areas.

Key responsibilities include;

• Support onboarding of new managed account portfolios.

• Review and update Product Disclosure Statements (PDS).

• Analyse and improve fee and cost methodologies to enhance competitiveness.

• Leverage Power BI and internal data to generate business insights and metrics.

• Conduct industry research and support due diligence documentation, competitor analysis and committee processes.

About You

You’re a proactive and collaborative analyst who thrives in a fast-paced environment. You’re comfortable working with data, managing documents, and engaging with stakeholders across the business. You bring a strong commercial mindset and a genuine interest in the managed accounts space.

• Experienced in superannuation, wealth management, or investments, particularly within managed accounts.

• Strong attention to detail, especially in document preparation and review.

• Comfortable using Excel and data tools; Power BI experience is highly regarded.

• Strong stakeholder engagement and relationship-building capabilities across internal and external teams.

• Exposure to product management and PDS creation is highly valued.

• Curious, collaborative, and eager to learn and contribute in a dynamic, fast-paced environment.

Life At Netwealth

At Netwealth, our people are our greatest strength. We invest in our employees at every stage of life because when you're at your best, so are we.

We’re committed to your growth, offering access to further education, diverse training opportunities, and strong support for career development. We’re proud to be recognised as one of the top 5 companies in Australia for Career Development, endorsed by WORK180.

We’re big on internal mobility. In fact, 32% of roles filled in 2023 went to our own people.

Our flexible hybrid working model encourages balance, with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing.

We offer a range of benefits focused on health, 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 (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group

• Community impact: Paid volunteering and our Netwealth Impact Group

Apply now!

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. We’re also proudly certified by Work180, Family Friendly Workplaces, and Great Place to Work.

If you're excited about this opportunity but don’t meet every requirement, we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much.

If you require any reasonable adjustments during the recruitment process, please contact us at [email protected].