Analyst - Non-Custodial Investments

Annual Salary $86,000 - $96,000 includingSuperannuation

AboutNetwealth

Netwealthis a fast-growing fintech company, delivering market leading products with anaward-winning and innovative wealth management platform.  We are on amission to enable people to see wealth differently and discover a brighterfuture, not just for our clients, but also for our people.

Foundedin 1999, with an entrepreneurial spirit, we are one of the fastest growingwealth management businesses in Australia.  With NextGen superannuationand investment technology, we are challenging the status quo.  We areagile and nimble, not stifled by bureaucracy.

We areproud of our team of talented people working hard to make life better for moreAustralian's.  Our values are who we are, how we tackle decisions, and howwe want the world to see us - Curious, Optimistic, Courageous, Collaborative,Agile and Genuine.

Theopportunity:

Analysts are appointed so that Non-CustodialInvestments team can support the processes associated to the Multi-AssetPortfolio Service (MAPS). The incumbent’s role will include liaison withexternal parties and advisers to coordinate a successful takeover ofnon-custodial asset administration, and other tasks which contribute towardsuccessfully managing all non-custodial investments. This role is located inthe Melbourne CBD at Netwealth HQ.

Aboutyou:

• You have a solid understanding of ASX securities (including warrants, LICs, ETFs) , bonds, managed funds and other unlisted assets;
• You possess the willingness to learn investment administration, including initial investments, redemptions, capital call payments, committed capital and how this works, asset valuation, distributions, corporate actions, etc
• You take pride in strong attention to detail including clarifying the detail of tasks, checking inputs outputs for accuracy and completeness, following established procedures.
• You have strong oral and written communication skills - Adjusting language and terminology to the characteristics and needs of the audience.
• WRAP/Super platform experience highly regarded.

You will:

• Manage multiple requirements and work closely with various third parties who each have their own processes some of which can be very bespoke.   
• Manage timely completion of new investment application forms requires excellent attention to detail and a good understanding of the limited Power of attorney (LPOA).
• Manage conflicting priorities and competing deadlines within SLA
• Maintain a client centric approach to ensure we can identify and react to their evolving needs

·        Verifying,reconciling, and importing of historical asset data into client portfolios

·        Review ofapplications/LPOA, redemption, and other instructions for fund managers

Life AtNetwealth

AtNetwealth, people are our core strength, and we invest in our employees nomatter what stage of life they are in.  When you're at your best, we're atour best!

Weprioritise the growth of our employees, and you'll be able to learn and developyourself and your career at Netwealth.  We provide access to furthereducation and diverse training opportunities, and we actively support internalmobility.  32% of our jobs filled in 2023 were from internal candidates.

We have aflexible and adaptable hybrid working policy with the expectation you'll spend4 days a fortnight coming into our state-of-the-art office.  We're locatedin the heart of Melbourne's CBD and have all the bells and whistles you wouldexpect - including modern end of trip facilities for your commute to work, andbreakfast provided daily.

We have anumber of benefits that have been designed with a focus on health andwell-being, support and growth.  Some of these include:

• Family-friendly workplace, with parental leave and a kid's holiday programme
• Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services
• We're a social bunch and love to get together regularly, participating in corporate sporting events, games and trivia nights
• Employee Resource Groups - LGBTQIA, Women of Netwealth, Culture Group, Carers Group
• Support for community involvement through volunteering and our Netwealth Impact Group

Apply now!

Here at Netwealth, wesupport and encourage everyone to bring their genuine selves to work (it’s oneof our core values), and we’re proud of our inclusive and diverseworkforce.  We are committed to this through our gender equality,disability, LGBTQIA+, well-being and cultural initiatives.  We are proudto be endorsed and certified by Work180, Family Friendly Workplaces and GreatPlace to Work.

• Looking for candidates available to work:
  • Monday: Morning, Afternoon, Evening
  • Tuesday: Morning, Afternoon, Evening
  • Wednesday: Morning, Afternoon, Evening
  • Thursday: Morning, Afternoon, Evening
  • Friday: Morning, Afternoon, Evening
• 2-3 years of relevant work experience required for this role
• Work visa can be provided for this role
• Expected start date for role: 25 March 2024
• Expected salary: $77,000 - $87,000 per year