Senior Analyst

About Netwealth Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting‑edge technology. Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients. At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it. The opportunity We are looking for a Senior Analyst to join our Asset Transfers team. This is a 12 month contract with the opportunity to become permanent for the right candidate. The Asset Transfers team plays a key role in ensuring smooth transitions of assets on and off the Netwealth platform. This includes establishing accurate cost bases for all transferred assets and liaising with internal teams, fund managers, registries, and advisers to deliver exceptional outcomes for clients. The role As a Senior Analyst you will take ownership of assigned transition cases from start to finish and coordinate asset transfers with external parties including fund managers, registries, and advisers. You will validate documentation and ensure compliance with regulatory requirements and manage asset valuations and accurately import cost base details. Throughout the process, you will communicate effectively with advisers and stakeholders to deliver the best possible outcomes. What You’ll Bring 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) Life At Netwealth At Netwealth, our people are our greatest strength. We invest in our employees at every stage of life because when you're at your best, so are we. We’re committed to your growth, offering access to further education, diverse training opportunities, and strong support for career development. We’re proud to be recognised as one of the top 5 companies in Australia for Career Development, endorsed by WORK180. We’re big on internal mobility. In fact, 32% of roles filled in 2023 went to our own people. Our flexible hybrid working model encourages balance, with the expectation of 4 days in the office each fortnight. Our state‑of‑the‑art Melbourne CBD office includes modern end‑of‑trip facilities and daily breakfast to support your commute and wellbeing. We offer a range of benefits focused on health, wellbeing, and personal development, including: Family‑friendly support : Paid parental leave and a fully funded school holiday programme 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 Apply now We’re proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It’s one of our core values. We’re committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing, and cultural initiatives. We’re also proudly certified by Work180, Family Friendly Workplaces, and Great Place to Work. If you're excited about this opportunity but don’t meet every requirement, we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much. If you require any reasonable adjustments during the recruitment process, please contact us at #J-18808-Ljbffr