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Product Analyst
Netwealth - See Wealth Differently (ASX:NWL)Product Analyst at Netwealth supporting onboarding of managed accounts and driving product enhancements. Collaborating with various teams to analyze fees, improve documentation, and generate insights using data tools.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
data analysisfee and cost methodologiesdocument preparationproduct managementPDS creation
Soft Skills
attention to detailstakeholder engagementcommunication skillsrelationship buildingcollaborationcuriosityinfluence
Tools & Technologies
Power BIExcel
Industry Keywords
superannuationwealth managementinvestmentsmanaged accountsdue diligencecompetitor analysis
About the role
Key responsibilities & impact- Support onboarding of new managed account portfolios
- Review and update Product Disclosure Statements PDS
- Analyse and improve fee and cost methodologies to enhance competitiveness
- Use Power BI and internal data to generate insights and reporting
- Conduct industry research and support due diligence, competitor analysis and committee processes
- Partner with stakeholders across product, operations, technology and distribution to gather requirements and align on delivery
- Translate stakeholder inputs into clear documentation, analysis and actionable outcomes
- Support cross functional initiatives by coordinating inputs, managing timelines and ensuring key milestones are met
Requirements
What you’ll need- Experience in superannuation, wealth management or investments, ideally within managed accounts
- Strong attention to detail, particularly in document preparation and review
- Comfortable using Excel and data tools, with Power BI experience highly regarded
- Confident engaging with stakeholders across product, operations, technology and distribution
- Able to translate technical or detailed information into clear, practical outputs for different audiences
- Strong communication and relationship building skills, with the ability to influence outcomes and build trust
- Exposure to product management and PDS creation is highly valued
- Curious, collaborative and keen to learn in a fast paced environment
Benefits
Comp & perks- 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