Assistant Analyst - Asset Transfers

Join Netwealth as an Assistant Analyst in our Asset Transfers department. In this dynamic role, you will support the team in managing client asset transfers, ensuring a seamless transition process. You will work closely with stakeholders to analyze data, resolve any issues, and enhance our operational procedures.

Join Our Innovative Team at NetwealthAt Netwealth, we are not just a company; we are pioneers in the transformation of wealth management across Australia. Our cutting-edge platform and NextGen technology empower financial advisers and investors, allowing them to achieve remarkable results. Recognized as one of Australia's leading FinTech innovators, we take pride in our ability to challenge conventions and drive progress.Since our inception in 1999, Netwealth has experienced rapid growth by embracing agility and speed, free from bureaucratic constraints. This enables us to deliver intelligent solutions that make a real difference for our clients.What truly distinguishes us is our team of dedicated professionals. We are a collective of curious, optimistic, and courageous individuals who work collaboratively to enhance the financial well-being of Australians. We celebrate authenticity and adaptability, fostering an environment where you can excel, grow your career, and contribute to something truly significant.If you seek a workplace where your ideas are valued, innovation is encouraged, and you can play a role in shaping a brighter financial future, look no further than Netwealth.The OpportunityAs our Asset Transfers team expands, we are on the lookout for two skilled Analysts to join us.In this vital role, you will ensure the seamless transfer of assets onto and off the Netwealth platform, establishing precise cost bases for all transactions. You will collaborate with various internal teams, fund managers, registries, and advisers to deliver outstanding client outcomes.Your Role:As an Analyst, you will take charge of assigned transition cases from initiation to completion, coordinating asset transfers with external partners. Your responsibilities will include validating documentation, ensuring compliance with regulatory standards, managing asset valuations, and accurately recording cost base details. Effective communication with clients, advisers, and stakeholders will be essential to achieving optimal results.

Join KPMG Australia as the Director of Transfer Pricing, where you will play an integral role in shaping our clients' financial strategies. You will lead a talented team to develop innovative transfer pricing solutions that comply with local and international regulations.Your expertise will guide clients through complex pricing strategies, ensuring they align with their business objectives while mitigating tax risks. This position offers the opportunity to work collaboratively with various departments, including finance, accounting, and tax.

Join KPMG Australia as a Senior Manager of Transfer Pricing, where you will play a pivotal role in shaping our clients' transfer pricing strategies and ensuring compliance with local and international regulations. You will lead a team of dedicated professionals, providing expert guidance and insights, while fostering a collaborative work environment. This is an exciting opportunity to make a significant impact in a dynamic and fast-paced field.

Join easygo as a Financial Planning & Analysis (FP&A) Analyst, where you will play a crucial role in driving financial insights and strategic decision-making. You will analyze financial data, prepare forecasts, and assist in budgeting processes to support our growth strategies. This position requires a keen analytical mind, strong communication skills, and the ability to work collaboratively across departments.

Welcome! We appreciate your visit Are you on the lookout for an exciting new role? Or perhaps you're just exploring the market? Either way, you may have found the perfect opportunity!Lightspeed is seeking a Senior Revenue Operations Analyst to join our dynamic global team, supporting our international business endeavors. In this pivotal role, you will analyze and optimize operational data to provide timely and accurate insights that facilitate informed decision-making. Collaborating closely with Sales, Marketing, and Customer Success teams, you will align insights, enhance processes, and strengthen our revenue operations. If you thrive on uncovering root causes, identifying trends, and fostering cross-team collaboration, this position offers a fantastic opportunity to make a significant impact.Your Responsibilities:Extract, analyze, and interpret data from CRM systems, marketing platforms, and other sources to identify trends and key performance indicators (KPIs), translating insights into actionable recommendations.Develop and maintain scalable dashboards and reports to effectively communicate insights to leadership and cross-functional teams.Monitor and analyze key sales metrics and funnel performance to identify bottlenecks and opportunities for improvement in conversion and overall performance.Create and maintain accurate revenue forecasts utilizing historical data, pipeline health, and market trends.Explore and implement AI-driven tools and automation to enhance efficiency and scale revenue operations processes.Collaborate with Sales, Marketing, and Customer Success teams to align insights, improve processes, and drive operational excellence.Identify and execute process improvements, including automation and workflow enhancements to increase efficiency and scalability.What You Need to Succeed:We are looking for candidates with experience in the following areas:Strong business acumen with the capability to translate business needs into data and reporting requirements.Experience with Looker or similar BI tools to build scalable dashboards and reports.Advanced analytical skills, with the ability to transform complex data into clear, actionable insights and narratives.Extensive experience with Salesforce or similar CRM systems, focusing on data structures, reporting, and data integrity.Experience in supporting revenue forecasting, pipeline analysis, and planning processes.

Feverup seeks a Growth Strategy Analyst in Melbourne to help guide business decisions through data-driven insights. This role centers on examining business data, spotting trends, and working closely with colleagues from multiple departments to shape strategies that drive growth. Key responsibilities Analyze a variety of data sets to identify business opportunities and challenges Create recommendations to support new growth initiatives Work with teams across different functions to help develop and refine company strategies Location This position is based in Melbourne.

Join our dynamic team at tal as a Risk Analyst, where you will play a critical role in identifying and managing risks that could impact our operations. As a Risk Analyst, you will conduct thorough risk assessments, analyze data, and provide actionable insights to enhance our risk management strategies.

Role overview Qantas Airways Limited is looking for a Business Analyst based in Melbourne. The position centers on examining business operations and providing insights that support performance improvements. The Business Analyst partners with teams throughout the company to understand their needs, create reports, and inform important decisions. Key responsibilities Analyze business operations to spot trends and highlight opportunities for improvement Work closely with various teams to gather and clarify requirements Develop and deliver reports that present findings clearly for decision-makers Offer strategic insights aimed at improving efficiency and business results Who will thrive in this role This role fits someone who enjoys working with data and aims to make a clear impact on how the business operates.

MedHealth is seeking an IT Service Management Analyst based in Melbourne. This position plays a key part in improving the efficiency and effectiveness of IT services across the organization. Role overview The IT Service Management Analyst works closely with teams from different departments to spot opportunities for process improvements. By collaborating across functions, this role helps ensure IT services meet the needs of clients and support organizational goals. What you will do Work with cross-functional teams to identify and implement improvements in IT service processes Monitor service performance metrics and analyze data to support decision-making Develop strategies that help the organization meet its IT service objectives Key skills Strong analytical abilities for monitoring and interpreting service metrics Experience collaborating with diverse teams Focus on continuous improvement in IT service delivery

Quantium is hiring a Product Analytics Analyst in Sydney or Melbourne. This position plays a key role in shaping product strategies through data-driven insights. Role overview This role focuses on analyzing product data to inform business decisions. The Product Analytics Analyst works alongside cross-functional teams, helping to ensure products meet market needs and customer expectations. What you will do Extract and interpret insights from product data Collaborate with teams across the business to support product development Contribute to the optimization of existing offerings Impact Your work will influence product direction and support Quantium’s efforts to align offerings with customer and market demands.

fe-fundinfo is hiring an Associate Investment Analyst in Melbourne, Victoria. This role supports investment analysis activities and works closely with senior analysts to strengthen investment strategies. Role overview The Associate Investment Analyst contributes to the team by analyzing current market trends and assisting in the creation of investment reports. Regular collaboration with experienced analysts provides a chance to learn and refine analytical skills. Key responsibilities Analyze market trends to inform investment decisions Assist in preparing clear and accurate investment reports Work with senior analysts to improve investment strategies Who this role suits This position fits individuals who are motivated to develop expertise in the investment sector and want to contribute to a team focused on data-driven analysis and strategy.

Join Amber Electric as a Strategy & Operations Analyst, where you will play a pivotal role in shaping our operational strategies and driving organizational efficiency. Collaborate with cross-functional teams to analyze performance metrics, identify key improvement areas, and support strategic decision-making processes.

Banyan Software provides a permanent home for exceptional software businesses in specialized sectors, focusing on their employees and customers. Our mission is to acquire, develop, and expand outstanding companies globally, empowering them to modernize through shared expertise in AI and operational excellence. With a foundation endowed with $100 million in Banyan stock, we aim to leverage technology for a greener and more equitable future. Recognized as a Great Place to Work, a five-time honoree on the Inc. 5000 list, and a top 10 company on the Deloitte Technology Fast 500, Banyan was founded in 2016 and is headquartered in Atlanta, operating over 100 portfolio companies across North America, the UK, EU, and APAC.The RoleThis is a unique opportunity to become an integral part of a dynamic and high-performing M&A team. The Analyst will gain exposure to diverse industries, innovative business models, various valuation methods, and cutting-edge research techniques while collaborating closely with C-level executives and an experienced deal team.Why BanyanJoining Banyan as one of the early team members in the region means you will have the chance to shape and influence the region's growth. The Analyst will take on essential responsibilities in deal origination, due diligence, and transaction processes, with a direct and measurable impact on the organization.Responsibilities:Collaborate with Banyan’s M&A and executive teams to identify and evaluate potential acquisitions.Interact with business owners, advisors, and bankers maintaining the highest standards of professionalism and integrity throughout the deal lifecycle.Prepare and analyze both financial and non-financial information, including valuations and operational models.Lead the M&A process, conducting in-depth financial, sales, marketing, and operational diligence; assist in preparing investment memorandums for board approval and developing integration strategies.Manage due diligence processes and liaise with internal and external legal, technology, commercial, HR, and tax advisors.Support finance, operations, and the integration of newly acquired businesses.Qualifications for Success:CA/CPA qualified with a strong academic record and a degree from a reputable institution.2-4 years of M&A experience, specifically in transaction services or M&A advisory, preferably from a Big Four or leading corporate finance firm.Exceptional analytical and quantitative skills, with a passion for financial modeling and valuation.Strong communication and interpersonal skills, with the ability to work collaboratively in a fast-paced environment.

Role Overview & Impact:As a pivotal member of our global sales organization, you will play an essential role in delivering swift analyses and high-quality reports that empower informed decision-making. Your commitment to precision and timely insights will significantly enhance sales productivity across the business.You will oversee analytics requests and ensure the accuracy of our global dashboards, contributing to the beauty of small business operations. Your support for strategic initiatives and assistance to regional leads during peak periods will ensure our data presents a clear narrative. Your efforts will translate intricate datasets into actionable insights that drive our mission of fostering a stronger global economy.Team Collaboration:Join a dynamic and flexible team of four that provides a comprehensive view of performance across all regions. We collaborate closely with managers and analytics leads to maintain a unified data language. This team acts as a resourceful hub, assisting each other during critical planning cycles and sharing expertise to remain at the forefront of data innovation.Your Initial Focus:Integrating multi-product reporting for each market, focusing on tracking sales pipelines and customer behavior for new initiatives.Supporting data tracking for new regulatory products and transitioning sales tracking tools for seamless execution.Developing in-depth forecasting cohorts for emerging markets and calculating complex rebates based on customer activity.Advancing our reporting suite to provide strategic recommendations that enable sales teams to identify optimal opportunities for their partners.Managing the analytics request lifecycle, from capturing business requirements to delivering rapid analysis that meets the immediate needs of our global sales leaders.Work Environment:At Xero, we embrace a hybrid work model that combines the flexibility of remote work with the benefits of in-office collaboration. You will have access to modern office spaces and participate in team-building boost days designed for brainstorming and socializing. Our focus is on results and communication, allowing you to manage your tasks across different time zones.

Pepperstone is a fintech company founded in 2010, with a team of over 700 professionals across 12 locations and 9 time zones. The company values curiosity, ambition, and a global outlook, fostering a vibrant and results-focused culture. Role overview The Market Risk Analyst joins the APAC Market Risk team in Melbourne, playing a key role in supporting 24/7 global risk coverage during Australian and Asian trading hours. This position focuses on monitoring and managing Pepperstone’s market risk exposure across asset classes including FX, CFDs, and cryptocurrencies. Collaboration with senior stakeholders is central, helping protect the business and support sustainable growth. The role is well suited to those who thrive in real-time trading environments and have a strong interest in live markets. Main responsibilities Monitor and analyze market risk exposure across all asset classes. Prepare and present risk reports and insights for senior stakeholders, including the Team Lead, COO, CFO, CEO, and Board. Assess assets and conduct market valuation analysis to identify risks and opportunities. Actively minimize group market risk using financial instruments. Escalate potential issues to senior members of the Market Risk team. Support and monitor back-end pricing systems and trading infrastructure. Assist with expanding asset classes and instruments available to clients. Provide support for daily business-as-usual tasks as needed. Requirements Degree in Mathematics, Finance, or Engineering. Strong analytical and problem-solving skills. Experience building reports and managing large datasets. Solid understanding of FX, CFDs, derivatives, and cryptocurrency products. Knowledge of the crypto and CFD/spread-betting industries. Proficiency with Excel and familiarity with SQL or Tableau. Comfort working in high-pressure, real-time settings. Meticulous attention to detail and sound judgment. Strong communication skills, with the ability to influence and collaborate across teams. Benefits Competitive salary structure with a company bonus scheme. Supportive, collaborative, and welcoming team culture. Flexible and hybrid work arrangements.

About Netwealth Netwealth stands out in Australian wealth management, recognized as one of the country’s most innovative FinTech firms. Since 1999, the company has grown by challenging industry norms and prioritizing smarter solutions for advisers and investors. The platform uses advanced technology to help clients reach their financial goals. Growth at Netwealth is driven by a team that values curiosity, optimism, and collaboration. Authenticity and agility shape the culture, creating space for meaningful contributions and career growth. Role Overview: Analyst – Individual HIN Operations This Analyst position joins the newly established Individual HIN (Holder Identification Number) Operations team in the Melbourne office. The team supports private wealth and banking clients using the Netwealth platform, focusing on specialized asset administration services. The role involves managing complex ASX asset administration and corporate actions, using various systems and databases. Clear communication with advisers and internal teams is essential, as is the ability to adapt to shifting priorities while maintaining a strong client focus. Key Responsibilities Onboard new Individual HIN accounts and transfer existing HINs into the service Process ASX trading activity, income, redemptions, and corporate actions Verify, reconcile, and import ASX transactions Review and validate Limited Powers of Attorney (LPOA) Meet established servicing timeframes and SLAs Contribute to process improvements, documentation, and system enhancements Work closely with stakeholders to deliver a client-focused service Workplace and Culture Netwealth values contributions that make a difference. The company encourages new ideas and welcomes those looking to help shape the future of financial services in Australia.

Eurofins Scientific seeks a Quality Control Microbiology Analyst to join its Melbourne laboratory. This role ensures that microbiological testing meets rigorous quality and compliance standards, supporting the lab’s daily operations and reputation for reliability. Key responsibilities Carry out microbiological tests following established protocols and regulatory guidelines. Monitor laboratory procedures to confirm the accuracy and reliability of test results. Apply current technologies and methodologies to support the Testing & Laboratory department. Take part in ongoing efforts to improve laboratory quality and compliance. What we look for Careful attention to detail throughout all laboratory activities. Consistent commitment to high standards in testing and documentation. Dedication to supporting Eurofins Scientific’s reputation for compliant, dependable laboratory services.

About NetwealthNetwealth is more than just a financial services firm; we are pioneers in shaping the future of wealth management in Australia. Our award-winning platform, powered by cutting-edge technology, empowers both advisers and investors to reach their financial goals. Recognized as one of Australia’s most innovative FinTech companies, we pride ourselves on our rapid growth and commitment to challenging the norm.Since our inception in 1999, we have continuously evolved, breaking free from traditional constraints to deliver smarter, more impactful solutions for our clients. Our culture fosters agility and innovation, allowing us to respond swiftly to the changing landscape of finance.What truly distinguishes us is our people. Our team is comprised of curious, optimistic, and courageous individuals who collaborate to enhance the lives of Australians. We value authenticity and agility, and we strive to create an environment where you can excel, grow your career, and contribute to something meaningful.If you are seeking a workplace where your ideas are valued, innovation is celebrated, and you can play a role in building a brighter financial future, consider joining us at Netwealth.The OpportunityWe are in search of an Analyst to join our dynamic Non-Custodial Investments team, contributing to the support of our Multi-Asset Portfolio Service (MAPS). In this role, you will be instrumental in onboarding new accounts, managing non-custodial assets, and ensuring smooth administrative processes for our clients.This is a fantastic opportunity for detail-oriented individuals who thrive on problem-solving and wish to deepen their understanding of investment administration. Comprehensive training and development opportunities will be provided to ensure your success.

Join our dynamic core team at Zomato, where your contribution will enhance our platform by sourcing, curating, and maintaining precise restaurant-related data. Your efforts will help generate valuable leads for our sales team and ensure our users have the best dining options at their fingertips.Key Responsibilities:Gather, curate, and update comprehensive information about restaurants to strengthen Zomato's product offerings.Conduct quality checks on website data to guarantee accuracy and reliability.Scout new dining establishments throughout the city and keep our website continuously updated.Collect detailed information, including menus and photos, by visiting restaurants 2-3 times a week.Engage with restaurant managers and owners to generate leads for the sales department.Ensure that users have access to all necessary information to make informed dining choices.