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’ll work closely with investment governance, operations, IT, and sales teams in a fast-paced, high-growth environment. 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 and impactful 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. * 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. About You You’re a proactive and collaborative analyst who thrives in a fast-paced environment. You’re comfortable working with data, managing documents, and engaging with stakeholders across the business. You bring a strong commercial mindset and a genuine interest in the managed accounts space. * Experienced in superannuation, wealth management, or investments, particularly within managed accounts. * Strong attention to detail, especially in document preparation and review. * Comfortable using Excel and data tools; Power BI experience is highly regarded. * Strong stakeholder engagement and relationship-building capabilities across internal and external teams. * Exposure to product management and PDS creation is highly valued. * Curious, collaborative, and eager to learn and contribute in a dynamic, 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!