Netwealth - See Wealth Differently (ASX:NWL)1 follower19 jobs

Analyst - Non-Custodial Investments

JuniorMid levelFull-timeHybridMelbourne VIC, AustraliaAdministrationFinancePosted 1 month agoVerified 1 month ago
Pending fitX of Y criteria met

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

📈

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

📊

Experience with WRAP/Super platforms

Demonstrated experience with WRAP or Superannuation platforms is highly regarded.

View

💼

Understanding of investment assets

Solid understanding of ASX securities, bonds, and managed funds.

View

🔍

Analytical and problem-solving skills

Strong analytical skills to tackle complex investment administration challenges.

View

View more

Meet the team

Think you're a good fit?See what the hiring team are looking for

About the company

View your fit

5 criteria for this job
Experience with WRAP/Super platforms
Demonstrated experience with WRAP or Superannuation platforms is highly regarded.

View

Understanding of investment assets
Solid understanding of ASX securities, bonds, and managed funds.

View

Analytical and problem-solving skills
Strong analytical skills to tackle complex investment administration challenges.

View

Exceptional communication skills
Excellent written and verbal communication for client interactions.

View

Attention to detail
Exceptional attention to detail for accurate data management.

View

A meaningful career starts with a match

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2025
  • Hiring
    • Permanent hires
    • Student placements
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2026 Hatch
  • Privacy
  • Terms

Similar jobs

View all
Sydney Water
Sydney Water
Investment AnalystHarris Park, NSW · Full-time
The Project Investment Analyst job is all about conducting NPV and IRR analysis for large infrastructure projects, ranging from $20 million to over $2 billion. This position plays a crucial role in shaping financial decisions and commercial negotiations, ensuring that projects are financially sound and strategically viable. The team thrives on collaboration and open communication, valuing insights and proactive problem-solving to drive success in their projects.
Sydney Water
Sydney Water
Total Reward AnalystHarris Park, NSW · Contract
This job is about joining the People & Governance Group to support Sydney Water's Total Reward projects and frameworks. The impact of this position is significant, as it ensures that frameworks remain practical, equitable, and aligned with organizational needs. The team values collaboration, analytical thinking, and a commitment to excellence.
TAL Australia
TAL Australia
Risk AnalystSydney, NSW · Full-time
The Lifebroker Risk Analyst job is all about empowering everyday Australians to make confident decisions about life insurance. By ensuring the integrity and sustainability of services, you will directly impact the lives of over 5 million Australians. The team thrives on collaboration, accountability, and a shared commitment to making a meaningful difference.
Water Corporation
Water Corporation
Financial Performance - AnalystLeederville, WA · Full-time
Joining Water Corporation means becoming part of a community that values work-life balance and diversity. As a Financial Performance Analyst, you will play a crucial role in supporting business performance through financial and accounting services. The team thrives on collaboration and is dedicated to making a meaningful impact for the people of Western Australia.