Graduate 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 a Graduate Analyst you'll be at the heart of our investment operations, ensuring the accuracy and integrity of tax data across a diverse range of financial products.

From processing cost base adjustments to preparing annual tax statements, your work will support critical client outcomes and regulatory compliance.

This is more than just a graduate role, it's your launchpad into the world of investment taxation.

Join our Tax Team and kickstart your career in a fast-paced, agile environment where your work directly impacts thousands of clients across IDPS and Super Fund platforms.

Why join the team?

• Be part of a collaborative team that values learning and growth

• Gain exposure to a wide range of investment products and tax processes

• Work in a supportive environment with real responsibility from day one

• Make a meaningful impact on client outcomes and financial integrity

What you'll be doing

• Process tax-related cases including cost base adjustments and withholding remittances

• Support the year-end taxation project: reconcile income, process transactions, and prepare client tax statements

• Calculate entitlements and notify clients (including JEMI credits)

• Manage fund manager rebate processes, agreements, calculations, reconciliations, and allocations

• Prepare ad hoc reports for external stakeholders

• Investigate and respond to queries from internal and external teams

• Participate in system enhancements and User Acceptance Testing (UAT)

• Contribute to special projects and initiatives

What you'll bring

• A keen interest in tax, finance, and investment operations

• Knowledge of ASX securities, international assets, bonds, and managed funds

• Strong analytical and problem-solving skills

• Meticulous attention to detail and a commitment to accuracy

• Excellent communication skills, both written and verbal

• Proficiency in Excel and Microsoft Office

• Relevant studies or experience in Taxation or IDPS platforms highly regarded

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