Financial Services Asset Analyst

7 days ago

Melbourne, Victoria, Australia beBeeAnalyst Full time $80,000 - $140,000
Job Description

We are seeking an Analyst to join our Investment Products team. As a key member of the team, you will be responsible for delivering exceptional service and supporting the smooth administration of a diverse range of investment assets.

The role sits within the Investment Operations team and is responsible for asset related processes across the Netwealth platform.

Key Responsibilities:
  • Manage asset approvals, pricing data, and platform updates
  • Liaise with internal teams, fund managers, and advisers
  • Support the Investor Rewards Program and illiquid asset administration
  • Contribute to system enhancements and user testing
  • Respond to queries with accuracy and professionalism
Requirements

To be successful in this role, you will need:

  • 2+ years' experience in financial services
  • Knowledge of ASX securities, managed funds, bonds, and unlisted assets
  • Strong analytical, problem-solving, and communication skills
  • Attention to detail and excellent time management
  • Experience with IDPS & Superannuation platforms (highly regarded)
Benefits

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
Our Company Culture

We are committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing, and cultural initiatives. We are proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work.

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