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Join to apply for theAnalyst - Managed Accountsrole atNetwealth - See Wealth Differently (ASX:NWL)Get AI-powered advice on this job and more exclusive features.About NetwealthNetwealth 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 valuesCurious, Optimistic, Courageous, Collaborative, Agile, and Genuineare 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 opportunityAs an Analyst within the Managed Accounts team, you''ll ensure daily checks, prepare reports, verify orders, coordinate with brokers, manage fee structures, handle client scheme transfers, and maintain models.The Managed Accounts team sits within our Investment Operations department, which is responsible for asset-related processes such as corporate actions, in-specie transfers, international and domestic settlements, managed accounts processing, and asset administration. The team also manages the input and reporting of tax components and the production of annual tax statements.About YouPositive and proactive attitude, with the ability to adopt a flexible approach to the role and an ability to adapt to changeExcellent communication skills (written and verbal)Strong attention to detail and accurate processing skillsStrong organisational and time management skillsAn ability to work effectively within a team environmentDiploma or bachelors degree in finance will be highly regarded but not essentialCandidates with relevant experience and a strong aptitude for financial analysis will also be considered favourablyLife At NetwealthAt Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in. When you''re at your best, we''re at our best!We prioritise the growth of our employees, and you''ll be able to learn and develop yourself and your career at Netwealth. We provide access to further education and diverse training opportunities, and we actively support internal mobility. 32% of our jobs filled in 2023 were from internal candidates.We have a flexible and adaptable hybrid working policy with the expectation you''ll spend 4 days a fortnight coming into our state-of-the-art office. We''re located in the heart of Melbourne''s CBD and have all the amenities you would expectincluding modern end-of-trip facilities and daily breakfast.Our benefits include:Family-friendly workplace, parental leave, and a kid''s holiday programWellness and lifestyle perks such as discounted gym memberships, income protection, flu shots, wellness weeks, shopping discounts, and financial wellbeing servicesA social culture with regular events, sports, and trivia nightsEmployee Resource Groups (LGBTQIA, Women, Culture, Carers)Support for community involvement through volunteering and our Netwealth Impact GroupApply now!We support and encourage everyone to bring their authentic selves to work. Our commitment to diversity and inclusion is reflected in our gender equality, disability, LGBTQIA+, well-being, and cultural initiatives. We are endorsed and certified by Work180, Family Friendly Workplaces, and Great Place to Work.If you''re interested but don''t meet every requirement, we still encourage you to apply. For any reasonable adjustments during the recruitment process, please contact us atpeople@netwealth.com.au .Additional InformationSeniority level:Entry levelEmployment type:Full-timeJob function:Accounting/Auditing and Finance#J-18808-Ljbffr