Netwealth - See Wealth Differently (ASX:NWL)

Product Analyst

Netwealth - See Wealth Differently (ASX:NWL)

full-time

Posted on:

Location: 🇦🇺 Australia

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Job Level

Mid-LevelSenior

About the role

  • 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
  • Work closely with investment governance, operations, IT, and sales teams in a high-growth environment
  • Contribute to expanding Netwealth's managed accounts capability (130+ suites and growing)

Requirements

  • Proactive and collaborative analyst comfortable working with data and stakeholders
  • Experience in superannuation, wealth management, or investments, particularly managed accounts
  • Strong attention to detail in document preparation and review
  • Comfortable using Excel and data tools; Power BI experience highly regarded
  • Strong stakeholder engagement and relationship-building across internal and external teams
  • Exposure to product management and Product Disclosure Statement (PDS) creation valued
  • Curious, collaborative, eager to learn and contribute in a fast-paced environment
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