Quantitative Analyst

Netwealth - See Wealth Differently (ASX:NWL)

. Support the maintenance and improvement of investment data, analytics and reporting processes .

Posted 11/6/2026full-timeMelbourne • AustraliaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in quantitative analysis, investment research, and performance measurement, with strong proficiency in tools like FactSet and Morningstar Direct. Capable of translating complex data into actionable insights while ensuring data quality and accuracy.

Highest-signal resume keywords

Quantitative AnalysisInvestment ResearchPerformance AnalysisFactSetMorningstar Direct

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

Data AnalyticsExcelPythonRSQLInvestment PerformanceRisk MetricsPortfolio CharacteristicsData QualityTrend Identification

Soft Skills

Attention to DetailClear Communication

Tools & Technologies

FactSetMorningstar Direct

Industry Keywords

Investment GovernanceManaged FundsManaged AccountsSuperannuationInvestment Platforms

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Support the maintenance and improvement of investment data, analytics and reporting processes
Ensure investment information is accurate and reliable
Use FactSet and Morningstar Direct for portfolio analysis, benchmarking and investment research
Assist with quantitative fund manager reviews
Analyse performance, risk metrics and portfolio characteristics
Produce analysis and reporting for Investment Committee discussions and investment decisions
Contribute to reporting across managed accounts, investment menus and platform benchmarks
Identify opportunities to improve data quality, reporting and analytical processes
Develop knowledge of investment markets, portfolio construction, performance measurement and investment governance
Collaborate with the Investment Governance & Research team

Requirements

What you’ll need

2 or more years’ experience in quantitative analysis, investment research, performance analysis, data analytics or a related financial services role
Tertiary qualification in finance, economics, mathematics, statistics, data science or a related discipline
Experience working with investment data
Understanding of investment performance, risk and portfolio concepts
Exposure to FactSet or Morningstar Direct highly regarded
Strong Excel skills
Experience with Python, R or SQL
Ability to work with datasets, identify trends and translate quantitative analysis into meaningful insights
Strong attention to detail
Understanding of data quality
Clear written and verbal communication skills
Exposure to investment governance, managed funds, managed accounts, superannuation or investment platforms beneficial
Legally entitled to work in Australia
Ability to work from the office 2–3 days per week

Benefits

Comp & perks

Paid parental leave
Fully funded school holiday program
CU Health (virtual healthcare)
Income protection
Flu shots
Wellness weeks
Retail discounts
Financial wellbeing services
Social events, trivia nights, and corporate sports
Employee Resource Groups: LGBTQIA+, DAWN, Culture Group and Carers Group
Paid volunteering
Career development support
Further education and diverse training opportunities
Support for internal mobility
Flexible hybrid model with 4 days in the office each fortnight
Modern office facilities across Australia
End-of-trip amenities in Melbourne
Daily breakfast in Melbourne
Equity and inclusion initiatives
Adjustment support during the recruitment process