Product Analyst

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

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 will work closely with investment governance, operations, IT and sales, acting as a key connector across the business. We are looking for someone who brings both strong analytical capability and a stakeholder first mindset to complement the team’s technical expertise. 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 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

• 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

About You

You are a proactive and collaborative analyst who enjoys working across stakeholders and balancing detail with commercial outcomes. You are comfortable working with data, managing documentation and engaging with a broad range of teams.

Alongside strong analytical capability, you bring a stakeholder first mindset and are confident building relationships, influencing decisions and driving alignment across the business.

• 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

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your 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 (Development and Accelerating Women at Netwealth), Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

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. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at [email protected]

Apply now and help us shape a brighter financial future!