Analyst - Non-Custodial Investments
About the job
The Analyst position at Netwealth is an exciting opportunity to join a dynamic Non-Custodial Investments team, contributing to the Multi-Asset Portfolio Service (MAPS). This job is all about supporting clients by onboarding new accounts and managing non-custodial assets, ensuring seamless administration. The team thrives on collaboration, innovation, and a commitment to making a meaningful impact in the financial sector.
You'll be responsible for
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Onboarding new accounts
Onboarding new accounts for MAPS and managing non-custodial investments.🔍
Verifying asset data
Verifying, reconciling, and importing historical asset data into client portfolios.📄
Reviewing applications
Reviewing applications, LPOA, redemptions, and fund manager instructions.Key criteria
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Experience with WRAP/Super platforms
Demonstrated experience with WRAP or Superannuation platforms is highly regarded.View
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Understanding of investment assets
Solid understanding of ASX securities, bonds, and managed funds.View
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Analytical and problem-solving skills
Strong analytical skills to tackle complex investment administration challenges.View
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