Project Partner
Malt
Product Analyst
Netwealth - See Wealth Differently (ASX:NWL)
full-time
Posted on:
Origin: • 🇦🇺 Australia
Visit company websiteJob 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
