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Netwealth - See Wealth Differently (ASX:NWL)

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.

Posted 6/24/2026full-timeMelbourne • 🇦🇺 AustraliaMid-LevelSeniorWebsite

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

ATS Keywords

✓ Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisfee and cost methodologiesdocument preparationproduct managementPDS creation
Soft Skills
attention to detailstakeholder engagementcommunication skillsrelationship buildingcollaborationcuriosityinfluence