Analyst - Managed Accounts
About the job
The job is about joining Netwealth as an Analyst in the Managed Accounts team, where you will play a vital role in the day-to-day operations of the Managed Accounts platform. This opportunity allows you to contribute to a company that is shaping the future of wealth in Australia, while working in a collaborative and innovative environment. The team values authenticity and agility, creating a space where everyone can thrive and grow their careers.
You'll be responsible for
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Performing daily checks
Ensuring models, assets, and client accounts are ready for rebalancing.đ
Preparing and reviewing reports
Creating daily Managed Accounts flow and rebalance reports to maintain accuracy.đ¤
Liaising with brokers
Executing trades across managed funds, ETFs, ASX-listed, and international securities.Key criteria
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Experience in financial services
Demonstrated experience or knowledge in investments and financial markets.View
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Strong analytical skills
Proven ability to analyze data and solve problems effectively.View
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Attention to detail
Commitment to accurate processing and high-quality work.View
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