Analyst - Asset Transfers

About Netwealth

Netwealth is a fast-growing fintech company, delivering market leading products with an award-winning and innovative wealth management platform. We are on a mission to enable people to see wealth differently and discover a brighter future, not just for our clients, but also for our people.

Founded in 1999, with an entrepreneurial spirit, we are one of the fastest growing wealth management businesses in Australia. With NextGen superannuation and investment technology, we are challenging the status quo. We are agile and nimble, not stifled by bureaucracy.

We are proud of our team of talented people working hard to make life better for more Australian's. Our values are who we are, how we tackle decisions, and how we want the world to see us - Curious, Optimistic, Courageous, Collaborative, Agile and Genuine.

The Opportunity:

The Analyst as part of the Asset Transfers team, will manage assigned transitions cases from start to finish. Including the liaison with external parties to coordinate the transfer, validation of paperwork, asset valuation and import of relevant cost base details.

As part of their role Team members will liaise directly with other Netwealth departments, Fund Managers, Registries, and advisers over the life cycle of a transitions case. Coordination with third parties is important to ensure the best possible outcome for clients.

• Transfers require the team members to work closely with various third parties who each have their own processes some of which can be very bespoke.
• Vetting of transfer forms requires excellent attention to detail and a good understanding of the limited Power of attorney capability.
• Good communication skills (verbal & written) required to ensure advisers understand the detail of what is required and why we need it.

You have:

• Solid understanding of ASX securities (including warrants, LICs, ETFs), bonds, managed funds and other unlisted assets.
• Sufficient knowledge of Capital Gains tax to be able to review the various forms of Cost Base information provided with transfers and determine what additional information is required.
• WRAP platform experience (highly regarded).
• Experience within the finance industry is desirable.

You are:

• Strong in analytical and problem-solving skills;
• Strong in oral and written communication;
• Highly detail oriented;

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