Analyst - Non-custodial Investments

2 weeks ago

Melbourne, Australia Netwealth Investments Full time

Annual salary $86,000 - $96,000 including superannuation.

**About Netwealth**

Netwealth is a fast-growing fintech company, delivering market leading products with an award-winning and innovative wealth management platform. We are on a mission to enable people to see wealth differently and discover a brighter future, not just for our clients, but also for our people.

Founded in 1999, with an entrepreneurial spirit, we are one of the fastest growing wealth management businesses in Australia. With NextGen superannuation and investment technology, we are challenging the status quo. We are agile and nimble, not stifled by bureaucracy.

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

**The opportunity**:
Analysts are appointed so that Non-Custodial Investments team can support the processes associated to the Multi-Asset Portfolio Service (MAPS). The incumbent’s role will include liaison with external parties and advisers to coordinate a successful takeover of non-custodial asset administration, and other tasks which contribute toward successfully managing all non-custodial investments. This role is located in the Melbourne CBD at Netwealth HQ.

**About you**:

- 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 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

**Life At Netwealth**

At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in. When you're at your best, we're at our best

We have a flexible and adaptable hybrid working policy with the expectation you'll spend 4 days a fortnight coming into our state-of-the-art office. We're located in the heart of Melbourne's CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.

We have a number of benefits that have been designed with a focus on health and well-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

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

**Salary**: $77,000.00 - $87,000.00 per year

**Benefits**:

- Employee discount
- Free food
- Health insurance
- Paid volunteer leave
- Parental leave
- Professional development assistance
- Referral program
- Salary packaging
- Work from home

Schedule:

- 8 hour shift

Supplemental pay types:

- Performance bonus

Work Authorisation:

- Australia (required)

Ability to Commute:

- MELBOURNE, VIC 3000 (required)

Ability to Relocate:

- MELBOURNE, VIC 3000: Relocate before starting work (required)

Work Location: Hybrid remote in MELBOURNE, VIC 3000

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