Analyst facilitating asset transfers for Netwealth, an innovative fintech company in Australia. Ensuring smooth transitions of assets while ensuring compliance with regulatory requirements in the finance industry.
Responsibilities
Take ownership of assigned transition cases from start to finish
Coordinate asset transfers with external parties including fund managers, registries, and advisers
Validate documentation and ensure compliance with regulatory requirements
Manage asset valuations and accurately import cost base details
Communicate effectively with clients, advisers and stakeholders to deliver the best possible outcomes
Requirements
Minimum 2 years’ experience in the finance industry
Expertise in asset transfer processes, particularly managed funds and listed securities
Solid understanding of domestic and international securities (including warrants, LICs, ETFs), bonds, managed funds, and unlisted assets
Knowledge of Capital Gains Tax and cost base requirements
Strong analytical and problem-solving skills
Exceptional attention to detail and organisational skills
Excellent written and verbal communication skills
Ability to manage conflicting priorities while maintaining a customer-first approach
Experience with WRAP / Super platforms (highly regarded)
Benefits
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 (Development and Accelerating Women at Netwealth), Culture Group and Carers Group
Community Impact: Paid volunteering and our Netwealth Impact Group
Analyst role responsible for managing operational processes and coordinating events at YPF. Collaborate with various stakeholders to ensure quality standards and report generation.
Senior Implementation Analyst serving as the liaison between Operations and IT at GXO. Define business requirements and coordinate communication for logistics system implementation.
Senior Analyst Logistics managing stock levels of materials and coordinating logistics activities. Focused on recycling processes and timely delivery of raw materials.
Quality Analyst developing quality control plans and procedures for Newport News Shipbuilding. Collaborating with various stakeholders to ensure compliance with established standards.
Business Partnering Analyst at Simplot, delivering financial guidance through SAP Analytics Cloud system administration. Collaborating with finance and business units to enhance data - driven insights.
Analyst, Planning responsible for promoting work orders and managing materials in a manufacturing environment at TRIUMPH. Collaborating with cross - functional teams to ensure production planning requirements are met.
Fraud Analyst at Grubhub assessing fraud risks and developing detection strategies. Collaborating with teams to mitigate fraud losses through data - driven insights and analytic methods.
Senior Analyst managing customer contract processes at Syneos Health. Focused on satisfaction and timely execution in a dynamic healthcare environment.
Statistical Programming Analyst developing reports and analyzing data for BlueCross BlueShield. Identifying trends and patterns while improving educational initiatives in a customer - centric environment.
Martech Analyst managing the strategic partnership and contact for clients in a tech consulting agency. Overseeing client engagement and tool implementation focusing on data - driven user experiences.