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Senior Commercial Analyst
Netwealth - See Wealth Differently (ASX:NWL). Support commercial relationships with fund managers, model managers and strategic investment partners .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services and investment operations, with a strong focus on commercial analysis, reporting, and stakeholder management. Proficient in managing commercial arrangements and enhancing partner servicing models to improve overall commercial outcomes.
Highest-signal resume keywords
Financial Services ExperienceInvestment OperationsCommercial AnalysisStrong Analytical CapabilityStakeholder Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment ProductsCommercial ArrangementsReporting ManagementFees AdministrationRebate ManagementContractual ObligationsData AnalysisProcess ImprovementCompetitor AnalysisProduct Management
Soft Skills
Organisational SkillsCommunication SkillsCollaborative ApproachCuriosityProactive Attitude
Certifications & Qualifications
Qualification in FinanceQualification in CommerceQualification in BusinessQualification in Economics
Industry Keywords
Funds ManagementWealth ManagementCommercial PerformanceOnboarding PipelinesStakeholder Experience
About the role
Key responsibilities & impact- Support commercial relationships with fund managers, model managers and strategic investment partners
- Act as a key point of contact for commercial and operational matters
- Prepare reporting and insights across investment menu revenue, commercial performance, rebates, partner activity and onboarding pipelines
- Oversee administration of fees, rebates and commercial arrangements
- Coordinate review and maintenance of fund manager agreements, commercial schedules and supporting documentation
- Support strategic initiatives, competitor analysis and broader commercial projects
- Collaborate with Distribution, Customer Operations, Compliance, Finance, Digital Product and Technology teams
- Identify opportunities to improve reporting, controls, processes and partner servicing models
- Enhance commercial outcomes and stakeholder experience
Requirements
What you’ll need- At least 4 years of experience in financial services, investment operations, commercial analysis, product management, funds management or wealth management
- Solid understanding of investment products and markets
- Understanding of commercial arrangements
- Comfortable managing reporting, fees, rebates and contractual obligations
- Strong analytical capability
- Ability to translate complex information into meaningful insights
- Strong organisational skills
- Confident communication with a range of stakeholders
- Ability to manage competing priorities and deadlines
- Qualification in Finance, Commerce, Business, Economics or a related discipline highly regarded
- Collaborative, curious and proactive approach
- Legally entitled to work in Australia
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 (Development and Accelerating Women at Netwealth), Culture Group and Carers Group
- Paid volunteering
- Netwealth Impact Group
- Flexible hybrid model with just 4 days in the office each fortnight
- Modern, thoughtfully designed workspaces across Australia
- End-of-trip amenities and daily breakfast at the Melbourne office
- Further education and diverse training opportunities
- Support for internal mobility