Quantitative Analyst at NexHealth

Melbourne, Victoria, Australia

NexHealth Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Wealth Management, Finance, InvestmentIndustries

Requirements

  • Tertiary qualification in finance, economics, mathematics, commerce, or a related analytical discipline
  • 2–5 years’ experience in investment analysis or financial services, ideally with exposure to platforms, managed funds, or wealth products
  • Hands-on experience with investment analytics systems such as FactSet or Morningstar Direct
  • Advanced Excel skills and familiarity with performance measurement, risk analysis, and benchmarking methodologies
  • Strong attention to detail and process orientation, with a commitment to data integrity
  • Excellent communication skills and the ability to present analytical findings clearly to stakeholders
  • Familiarity with regulatory environments including Responsible Entity and Superannuation Trustee regulations

Responsibilities

  • Managing investment analytics platforms such as FactSet and Morningstar Direct, ensuring data integrity and optimal utilisation
  • Supporting Investment Committee reporting, performance monitoring, and stress testing aligned with governance frameworks
  • Delivering portfolio analysis, benchmarking, and quantitative research to support investment decision-making
  • Maintaining governance data across investment menus and ensuring compliance with regulatory standards
  • Developing managed account reporting capabilities and supporting benchmark functionality for platform reporting
  • Executing ad-hoc analytical projects and contributing to strategic initiatives with high-quality data insights

Skills

Key technologies and capabilities for this role

FactSetMorningstar DirectInvestment AnalyticsPerformance MonitoringStress TestingData Integrity

Questions & Answers

Common questions about this position

What is the work arrangement for this role?

The position is hybrid.

What qualifications and experience are required?

A tertiary qualification in finance, economics, mathematics, commerce, or a related analytical discipline is required, along with 2–5 years’ experience in investment analysis or financial services, ideally with exposure to platforms, managed funds, or wealth products.

What are the company's core values?

The company's values are Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine.

What salary or compensation is offered?

This information is not specified in the job description.

What makes a strong candidate for this role?

Strong candidates are detail-oriented, analytically driven professionals with strong quantitative skills, a passion for data accuracy and governance, and the ability to thrive in a collaborative environment.

NexHealth

Healthcare technology platform for patient engagement

About NexHealth

NexHealth enhances the patient experience in healthcare by providing a digital platform for healthcare providers, including dental and medical practices. Their software integrates patient communication, scheduling, and billing into one comprehensive system. The platform includes features like online scheduling, automated reminders, digital forms, and online bill payment, which help practices operate more efficiently and improve patient satisfaction. Unlike many competitors, NexHealth offers its services on a subscription basis, allowing practices to access their tools without large upfront costs. The company's goal is to support healthcare providers in modernizing their operations and improving patient engagement, especially in response to challenges like the COVID-19 pandemic.

San Francisco, CaliforniaHeadquarters
2017Year Founded
$172.3MTotal Funding
SERIES_CCompany Stage
Enterprise Software, HealthcareIndustries
201-500Employees

Benefits

Competitive salary
Equity
Medical, dental & vision
Unlimited PTO

Risks

Increased competition from Tendo Systems could threaten NexHealth's market share.
NexHealth's reliance on its current API may become a limitation against advanced competitors.
The $125M Series C funding increases pressure for rapid growth, risking operational challenges.

Differentiation

NexHealth offers a comprehensive platform integrating patient communication, scheduling, and billing.
The company provides a standardized API connecting patients, doctors, and healthcare developers.
NexHealth's SaaS model allows healthcare providers to access tools without significant upfront investment.

Upsides

NexHealth raised $125M in Series C funding, boosting its growth and innovation potential.
Integration with telehealth platforms can enhance patient engagement and expand service offerings.
AI-powered patient insights can improve outcomes and operational efficiency for healthcare providers.

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