Senior Investment Consultant at NexHealth

Melbourne, Victoria, Australia

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial Services, Investment ManagementIndustries

Requirements

Tertiary qualification in financial services related disciplines (commerce, financial markets or financial advice)
Relevant industry certification (CFA, CIMA, FRM, etc) is highly regarded
Minimum 10 years’ experience in funds management research, asset consulting and/or fund ratings
Knowledge and understanding of platform financial products and their use by clients and advisers
Sound understanding of trustee/responsible entities regulations of Managed Investment Schemes and Superannuation Trustee regulations (advantageous)
Working knowledge of fund manager quantitative analysis and investment stress testing (preferred)
Strong analytical mindset and deep understanding of superannuation and investment governance
Thrive in a collaborative environment and passionate about delivering high-quality outcomes for clients

Responsibilities

Ensuring the Investment Governance Framework (‘IGF’) is adhered to in the management of the investment menus
Manage the investment menu analysts including responsibility for adherence to the IGFs and analysts work
Ongoing governance of the investment menu including assets addition, monitoring and surveillance, removal, corporate action voting and investment performance monitoring
Managing IMR quantitative requirements including maintaining systems and data quality i.e. FactSet, Morningstar Direct, etc
Conducting external investment manager reviews (fund manager and model manager) as required
Preparation of written recommendation and analysis
Delivering Investment Committees reporting and fulfilling the regular work plans

Skills

Key technologies and capabilities for this role

Investment GovernanceSuperannuationRegulatory ComplianceInvestment AnalysisPerformance MonitoringAsset ManagementTeam ManagementRisk SurveillanceCorporate Actions

Questions & Answers

Common questions about this position

What is the salary for the Senior Investment Consultant role?

This information is not specified in the job description.

Is this a remote or hybrid position?

This is a hybrid position.

What qualifications and experience are required for this role?

Candidates need a tertiary qualification in financial services related disciplines (commerce, financial markets or financial advice), with relevant certifications like CFA, CIMA, or FRM highly regarded, plus a minimum of 10 years’ experience in funds management research, asset consulting, and/or fund ratings.

What are Netwealth's company values?

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

What makes a strong candidate for the Senior Investment Consultant position?

A strong candidate is a seasoned investment professional with a strong analytical mindset, deep understanding of superannuation and investment governance, and the ability to thrive in a collaborative environment while delivering high-quality client outcomes.

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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