Assistant Analyst

2 weeks ago

Melbourne, Australia Netwealth Full time

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 Assistant Analyst, you'll play a pivotal role in our Asset Transfers team to facilitate the smooth processing of transfer instructions. You will deal with questions about current and new asset transfer work items, and work with external stakeholders and advisers to initiate and validate process paperwork and any other tasks that make the transfers process smoother.

You have:

  • Solid understanding of ASX securities (including warrants, LICs, ETFs), bonds, managed funds and other unlisted assets.
  • Sufficient knowledge of Capital Gains tax to be able to review the various forms of Cost Base information provided with transfers and determine what additional information is required.
  • WRAP platform experience (highly regarded).
  • Experience within the finance industry is desirable.

While prior experience in FinTech or Financial Services, with an understanding of transfer processes is preferred, we also believe that a proactive attitude, strong work ethic and willingness to learn are just as essential as technical expertise.   

We are also open to candidates with transferable skills that include; 

  • Strong communication:  to interact with third parties, advisers, and internal stakeholders, providing clear and accurate information on the asset transfer process

  • Organisation: to manage multiple items, prioritise tasks and meet deadlines

  • Problem solving: to identify and resolve any issues or challenges during the transfer process, such as missing paperwork or discrepancies 

  • Attention to detail: to thoroughly review forms, ensuring accuracy and addressing any errors or inconsistencies  

Familiarity and experience with the following are a bonus. 

  • ASX Securities, bonds, managed funds and other unlisted assets 

  • Knowledge about Capital Gains Tax 

  • Experience with WRAP/Super platforms 

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 prioritise the growth of our employees, and you'll be able to learn and develop yourself and your career at Netwealth.  We provide access to further education and diverse training opportunities, and we actively support internal mobility.  32% of our jobs filled in 2023 were from internal candidates.

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

Apply now

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.

Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don't tick every box, we encourage you to apply anyway  If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing people@netwealth.com.au

#LI-Hybrid

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