Netwealth - See Wealth Differently (ASX:NWL)

Analyst – Asset Transfers

Netwealth - See Wealth Differently (ASX:NWL)

full-time

Posted on:

Location Type: Hybrid

Location: Melbourne • Australia

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About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
asset transfer processesmanaged fundslisted securitiesdomestic securitiesinternational securitiesbondsunlisted assetsCapital Gains Taxcost base requirementsanalytical skills
Soft Skills
problem-solving skillsattention to detailorganisational skillswritten communicationverbal communicationcustomer-first approachability to manage conflicting priorities