Job details

Analyst - Managed Accounts

Get a free resume review

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 Analyst within the Managed Accounts team, you'll ensure daily checks, prepare reports, verify orders, coordinate with brokers, manage fee structures, handle client scheme transfers, and maintain models.

The Managed Accounts team sits within our Investment Operations department, the department is responsible for asset related processes such as to corporate actions, in-specie transfers, international and domestic settlements, managed accounts processing and asset administration. The team is also responsible for the input and reporting of tax components as well as the production of annual tax statements.

About you

Positive and proactive attitude, with the ability to adopt a flexible approach to the role and an ability to adapt to change
Excellent communication skills (written and verbal)
Strong attention to detail and accurate processing skills
Strong organisational and time management skills
An ability to work effectively within a team environment
Diploma or bachelor’s degree in finance will be highly regarded but not essential
Candidates with relevant experience and a strong aptitude for financial analysis will also be considered favourably

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

Average salary estimate

$70000 / YEARLY (est.)

min

max

$60000K

$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Analyst - Managed Accounts, Netwealth

At Netwealth, we're on the lookout for a detail-oriented Analyst to join our Managed Accounts team in the heart of Melbourne. Here, you'll dive into a dynamic role that goes beyond the everyday. As an Analyst, your responsibilities will include daily checks, preparing essential reports, verifying orders, and coordinating with brokers—all while managing intricate fee structures and ensuring seamless client scheme transfers. It’s all part of our commitment to delivering excellent service on our cutting-edge wealth management platform. But it’s not just about the numbers; it’s about making life better for our clients and teammates alike. Our Managed Accounts team sits within the Investment Operations department, where you’ll handle everything from corporate actions to asset administration. We prioritize collaboration and innovation, and with your proactive attitude and adept communication skills, you’ll thrive in our supportive environment. At Netwealth, we believe in investing in our employees, offering growth opportunities and a flexible, hybrid working policy so you can balance work and life seamlessly. Join us, and be a part of a team that is as committed to shaping a brighter financial future as you are!

Frequently Asked Questions (FAQs) for Analyst - Managed Accounts Role at Netwealth

What are the main responsibilities of an Analyst - Managed Accounts at Netwealth?

As an Analyst - Managed Accounts at Netwealth, you will handle a variety of crucial tasks including ensuring daily operation checks, preparing reports, and verifying order accuracy. You'll also be a key point of coordination with brokers and be responsible for managing different fee structures and client scheme transfers. The role demands a strong focus on detail and accurate processing, coupled with effective communication skills to collaborate with your team.