About the role

  • Onboard new accounts for MAPS and manage non-custodial investments
  • Verify, reconcile, and import historical asset data into client portfolios
  • Review applications, LPOA, redemptions, and fund manager instructions
  • Process income tax component adjustments and update asset unit prices
  • Participate in user acceptance testing for system upgrades
  • Contribute to process improvements for systems and procedures

Requirements

  • Previous WRAP/Super platform experience highly regarded
  • Solid understanding of ASX securities, bonds, managed funds, and unlisted assets
  • Willingness to learn investment administration processes
  • Strong analytical and problem-solving skills
  • Exceptional attention to detail and organisational skills
  • Excellent written and verbal communication skills

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 (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group
  • Community impact: Paid volunteering and our Netwealth Impact Group

Job title

Analyst – Non-Custodial Investments

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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