Analyst Managed Accounts
Share
Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Department:
Job Summary
About Netwealth
Netwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.
Since 1999 weve grown rapidly by challenging the status quo. We move fast think big and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.
But what truly sets us apart Our people. Were a team of curious optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity and agility and we believe in creating an environment where you can do your best work grow your career and feel part of something meaningful.
If youre looking for a place where your ideas matter where innovation is celebrated and where you can help shape a brighter financial future join us at Netwealth.
The opportunity
As our Managed Accounts offering continues to grow were looking for an Analyst to join our team and play a key role in the daytoday success of our Managed Accounts platform.
About the role
In this handson role youll support the smooth operation of our Managed Accounts facility working closely with internal teams brokers advisers and external providers.
Youll be responsible for daily processing rebalancing activities model maintenance and ensuring a high level of accuracy and service across all managed account activities.
This is a great opportunity for someone with strong analytical skills a keen eye for detail and an interest in financial markets to build deep product knowledge and grow their career in financial services.
What youll be doing
Performing daily checks to ensure models assets and client accounts are ready for rebalancing
Preparing and reviewing daily Managed Accounts flow and rebalance reports
Reviewing and approving orders generated by the rebalancing engine
Liaising with brokers to execute trades across managed funds ETFs ASXlisted and international securities
Monitoring and processing income and corporate actions
Managing inspecie transfers into and out of Managed Accounts
Creating maintaining and updating models model managers and fee structures
Supporting private label setups testing and documentation
Responding to internal and external queries related to Managed Accounts
Contributing to system enhancements user acceptance testing and continuous improvement initiatives
What youll bring
Experience or knowledge in financial services investments or financial markets
Strong analytical problemsolving and organisational skills
High attention to detail and a commitment to accurate processing
Clear and confident written and verbal communication skills
Ability to manage competing priorities and meet deadlines
A collaborative mindset and willingness to support and train others
A proactive flexible approach and openness to change
A diploma or bachelors degree in finance (highly regarded)
Life At Netwealth
At Netwealth we believe a fulfilling career is built on growth balance and belonging. Our people are our greatest strength and were committed to supporting you at every stage of life because when you thrive so do we.
Were proud to be recognised as one of Australias top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.
Our flexible hybrid model supports balance with just 4 days in the office each fortnight. When youre in youll enjoy working from one of our modern thoughtfully designed spaces across Australia including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable and in Melbourne youll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.
We offer benefits designed for your wellbeing and personal development including;
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
Were proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. Its one of our core values. Were committed to equity and inclusion through our gender equality disability LGBTQIA wellbeing and cultural initiatives. And were certified by WORK180 Family Friendly Workplaces and Great Places to Work.
If youre excited by the opportunity but dont meet every requirements we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.
Need adjustments during the recruitment process Contact us at
Apply now and help us shape a brighter financial future!
Required Experience:
IC
