Senior Financial Analyst
Xero
SQL
Assistant Analyst – Non-Custodial Investments
Netwealth - See Wealth Differently (ASX:NWL)
full-time
Posted on:
Location Type: Hybrid
Location: Melbourne • 🇦🇺 Australia
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
Requirements
- A solid understanding of ASX securities, bonds, managed funds, and unlisted assets
- A hunger to learn investment admin processes like capital calls, valuations, and corporate actions
- Strong analytical and problem-solving skills
- A sharp eye for detail and a proactive mindset
- Excellent communication skills, both written and verbal
- Experience with WRAP/Super platforms is a bonus!
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data verificationportfolio managementincome tax reconciliationuser acceptance testingprocess improvementinvestment administrationcapital callsvaluationscorporate actions
Soft skills
analytical skillsproblem-solving skillsattention to detailproactive mindsetcommunication skills
