About the job
Join Our Innovative Team at Netwealth
At 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 Opportunity
As 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.

