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Analyst – Non-Custodial Investments
Netwealth - See Wealth Differently (ASX:NWL)Analyst in Non-Custodial Investments supporting Multi-Asset Portfolio Service at Netwealth. Managing accounts and ensuring seamless administration of non-custodial assets in a dynamic team environment.
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data reconciliationasset data importincome tax adjustmentsuser acceptance testingprocess improvement
Soft Skills
analytical skillsproblem-solving skillsattention to detailorganizational skillswritten communicationverbal communication