Consultant Investment Insights

Nab

Nab

Sydney, NSW, Australia

Posted on Apr 25, 2026
  • Opportunities for career progression throughout the business.
  • Great engaging work environment where customer advocacy is highly valued.
  • We bring the right people together, knowing diverse ideas achieve more.

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.

The role supports investment conversations through accurate, compliant content delivery rather than generating investment views.

In this Consultant Investment Insights role you will:

  • Own production, quality control and distribution of the JBWere Morning Wrap, including coordination of inputs and issue resolution
  • Support the weekly NPI / CIO Insights call through content coordination, preparation of charts and packs
  • Develop, maintain and refresh compliant client-facing one-pagers and investment materials
  • Provide operational support for specialist roundtables, forums and investor events, including logistics and materials
  • Act as a central point of contact for banker and specialist queries on published content
  • Manage the Investment Insights content and events calendar
  • Maintain accuracy, consistency and compliance across all published outputs

What you'll bring:

  • Advanced communication skills with the ability to engage senior stakeholders
  • Strong judgement and attention to detail in the preparation and delivery of regulated, client‑facing content.
  • Comfort working with data and materials to support timely, accurate delivery (rather than financial modelling or security analysis).
  • Proficiency with analytical tools
  • Demonstrated ability to work under pressure and meet deadlines without compromising quality.
  • Experience in the financial services industry.
  • Tertiary qualifications and/or proven industry experience in Business, Management or Accounting.
  • Strong commercial acumen and the ability to collaborate across cross‑functional teams.

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 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.