Netwealth - See Wealth Differently (ASX:NWL)

Financial Planning and Analysis

• Onboarding new MAPS accounts for non-custodial investments
• Verifying and importing historical asset data into client portfolios
• Reviewing applications, LPOAs, redemptions, and fund manager instructions
• Reconciling income tax components and processing adjustments
• Participating in user acceptance testing for system upgrades
• Driving process improvements and contributing to smarter, faster workflows

Assistant Analyst – Non-Custodial Investments

Analyst

• Investigate and respond to external complaints in line with RG 271 and regulatory requirements
• Liaise with external agencies including AFCA to ensure timely and accurate resolution
• Document dispute processes and outcomes with precision
• Recommend solutions that align with legal obligations and internal policies
• Manage high volumes of complex disputes within strict regulatory timeframes and meet SLAs
• Ensure consistency and fairness in dispute outcomes while tailoring responses to individual cases
• Keep up with regulatory changes and industry best practices
• Collaborate within the Operational Governance Division on governance, transaction monitoring, and fraud-related matters

Senior Analyst - External Dispute Resolution

Product Analyst

• Support onboarding of new managed account portfolios
• Review and update Product Disclosure Statements (PDS)
• Analyse and improve fee and cost methodologies to enhance competitiveness
• Leverage Power BI and internal data to generate business insights and metrics
• Conduct industry research and support due diligence documentation, competitor analysis and committee processes
• Work closely with investment governance, operations, IT, and sales teams in a high-growth environment
• Contribute to expanding Netwealth's managed accounts capability (130+ suites and growing)