Trustee Analyst

About Netwealth

Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.

At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

The opportunity

As an Analyst, you’ll play a key support role for the Office of the Trustee. You’ll provide day-to-day administration support to the Chief Operating Officer, Head of Trustee Operations, and Netwealth Superannuation Services Committees and Board of Directors.

In addition, you’ll work closely with senior leaders to organise and prepare the distribution of board and committee papers. With a strong understanding of regulatory frameworks, you’ll contribute to the development of reports and conduct data analysis on the Netwealth Superannuation Master Fund that informs decisions aimed at supporting the best financial interests of members.

About you

You’re a detail-oriented professional with an interest in financial services, superannuation, governance, and member outcomes. You thrive in a fast-paced environment and enjoy working collaboratively to solve problems and deliver high-quality work.

Your strong communication skills, analytical mindset, and ability to manage competing priorities will help you succeed in this role. You’re comfortable working with data, writing reports, and engaging with senior stakeholders to ensure deadlines are met and expectations exceeded.

Specific Skills and Experience Include:

- Tertiary qualifications in business, commerce, or a financial services related field

- Experience in financial services, ideally superannuation or wealth management

- Understanding of superannuation regulations and trustee governance

- Familiarity with APRA’s prudential standards, especially SPS 515 and related guides SPG 515 and SPG 516

- Strong written and verbal communication skills

- Excellent organisational and time management abilities

- Analytical skills and experience working with data (Excel, Power BI or similar tools

What You’ll Be Doing

- Supporting the preparation and coordination of board and committee papers

- Extracting and analysing member data to support strategic reporting

- Contributing to major reports including the Member Outcomes Assessment, Business Performance Review and Strategic Business Plan

- Maintaining governance registers and ensuring timely updates to policies and regulatory documents

- Aligning trustee operations with APRA’s prudential practice guides SPG 515 and SPG 516

- Providing exceptional service to internal stakeholders, including senior executives and board members

Life At Netwealth

At Netwealth, our people are our greatest strength. We invest in our employees at every stage of life because when you're at your best, so are we.

We’re committed to your growth, offering access to further education, diverse training opportunities, and strong support for career development. We’re proud to be recognised as one of the top 5 companies in Australia for Career Development, endorsed by WORK180.

We’re big on internal mobility. In fact, 32% of roles filled in 2023 went to our own people.

Our flexible hybrid working model encourages balance, with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing.

We offer a range of benefits focused on health, wellbeing, and personal development, including:

- 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

Apply now

We’re proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It’s one of our core values. We’re committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing, and cultural initiatives. We’re also proudly certified by Work180, Family Friendly Workplaces, and Great Place to Work.

If you’re excited about this opportunity but don’t meet every requirement, we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much.

If you require any reasonable adjustments during the recruitment process, please contact us at people@netwealth.com.au.

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