As a Senior Analyst within the Investment Insights Team in Private Wealth, you will leverage NAB’s extensive research and partners to source and deliver market & investment insights pertinent to wholesale investors via a multi-channel approach. You will work with the Head of Investment Insights to help shape the research and insights strategy by providing client and competitor feedback, while identifying opportunities to bring richer insights to our clients.

• Source, collate & distil content, along with meaningful insights and trade ideas, tailored for wholesale investors through a multi-channel approach.
• Develop tactical insights, responding to market movements and trends, and translating the implications for investors.
• Be an expert when it comes to markets investments for wholesale investors and internal stakeholders, sharing & delivering insights.

Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else.  Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand. 

In the role of a Senior Analyst, you will join the Investment Insights Team that’s doubling down on moving with speed and keeping it simple.

Each day, you’ll go above and beyond to:

• Support frontline roles by providing tailored investment training and education based on roles & experience.
• Work alongside front-line relationship management teams across Private Wealth to develop a deep understanding of the client base and deliver value add & appropriate market & investment insights, content & education to wholesale clients.
• Build and promote NABs expertise and brand through interaction with media and other applicable channels (e.g. social media).
• Deliver regular market & investment insights through various channels, frequency & mediums (e.g. weekly market insights, monthly newsletters, holding quarterly forums).
• Build long-term relationship by understanding and adapting to changing customer needs.
• Bring your relationship management experience, together with markets knowledge & investment expertise.

We’re looking for the best and brightest to deliver the best for our customers. You’ll need:

• Extensive experience working within markets or wealth management business.
• Strong market and technical investment knowledge especially across equities, fixed income FX Derivatives and alternatives.
• An ability to communicate with clients through cohesive, consistent and easy-to understand messages.
• Proven relationship management/customer facing experience is essential.
• Deep understanding of market forces.
• Excellent organisational and presentation skills.

A diverse and inclusive workplace works better for everyone 

We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated.  We are committed to providing an environment where you can work your way.  

For details on the recruitment process, and accessibility, please visit https://www.nab.com.au/about-us/careers/apply-for-job.  To discuss adjustment requirements, please contact the NAB Careers team, via nab.careers@nab.com.au (please reference job number) or visit our Careers page through the link above for other contact options. 

Join NAB 

If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.