Analyst - Non-Custodial Investments

About the role

We are looking for an Analyst to join our dynamic Non-Custodial Investments team where you will contribute in supporting our Multi-Asset Portfolio Service (MAPS). You'll play a key role in onboarding new accounts, managing non-custodial assets, and ensuring seamless administration for our clients. This is an exciting opportunity for those who thrive on detail, enjoy problem-solving, and want to learn the ins and outs of investment administration. Full training and development opportunities are provided to help you succeed.

Responsibilities

• In this role, you will:
• 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

• 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
• Life At Netwealth
• At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging . Our people are our greatest strength, and we're committed to supporting you at every stage of life because when you thrive, so do we.
• We're proud to be recognised as one of Australia's 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.
• 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
• If you're excited by the opportunity but don't 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 talent@netwealth.com.au
• Apply now and help us shape a brighter financial future!

Benefits

Additional Information

About Netwealth Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses. Since 1999, we've 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. We're 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 you're 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.

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