Product Analyst

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.