Analyst - Non-Custodial Investments
About The Position
We are looking for x2 Analysts to join our dynamic Non-Custodial Investments team where you will contribute in supporting our Multi-Asset Portfolio Service (MAPS). You'll play a key role in onboarding new accounts, managing non-custodial assets, and ensuring seamless administration for our clients. This is an exciting opportunity for those who thrive on detail, enjoy problem-solving, and want to learn the ins and outs of investment administration. Full training and development opportunities are provided to help you succeed.
Requirements
- Previous WRAP/Super platform experience highly regarded
- Solid understanding of ASX securities, bonds, managed funds, and unlisted assets
- Willingness to learn investment administration processes
- Strong analytical and problem-solving skills
- Exceptional attention to detail and organisational skills
- Excellent written and verbal communication skills
Responsibilities
- Onboard new accounts for MAPS and manage non-custodial investments
- Verify, reconcile, and import historical asset data into client portfolios
- Review applications, LPOA, redemptions, and fund manager instructions
- Process income tax component adjustments and update asset unit prices
- Participate in user acceptance testing for system upgrades
- Contribute to process improvements for systems and procedures
Benefits
- Family-friendly support: Paid parental leave and a fully funded school holiday program
- Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts, and financial wellbeing services
- A vibrant culture: Social events, trivia nights, and corporate sports
- Employee Resource Groups: LGBTQIA+, DAWN (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group
- Community impact: Paid volunteering and our Netwealth Impact Group
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Funds, Trusts, and Other Financial Vehicles
Education Level
No Education Listed
Number of Employees
501-1,000 employees
