Senior Analyst - Asset Transfers

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.

The opportunity

We are looking for a Senior Analyst to join our Asset Transfers team.

The Asset Transfers team plays a key role in ensuring smooth transitions of assets on and off the Netwealth platform.

This includes establishing accurate cost bases for all transferred assets and liaising with internal teams, fund managers, registries, and advisers to deliver exceptional outcomes for clients.

The role

As a Senior Analyst you will take ownership of assigned transition cases from start to finish and coordinate asset transfers with external parties including fund managers, registries, and advisers.

You will validate documentation and ensure compliance with regulatory requirements and manage asset valuations and accurately import cost base details.

Throughout the process, you will communicate effectively with clients, advisers and stakeholders to deliver the best possible outcomes.

What You’ll Bring

We’re looking for someone with:

• Minimum 2 years’ experience in the finance industry

• Expertise in asset transfer processes, particularly managed funds and listed securities

• Solid understanding of domestic and international securities (including warrants, LICs, ETFs), bonds, managed funds, and unlisted assets

• Knowledge of Capital Gains Tax and cost base requirements

• Strong analytical and problem-solving skills

• Exceptional attention to detail and organisational skills

• Excellent written and verbal communication skills

• Ability to manage conflicting priorities while maintaining a customer-first approach

• Experience with WRAP / Super platforms (highly regarded)

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.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

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

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

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 [email protected]

Apply now and help us shape a brighter financial future!