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Hybrid Analyst – Asset Transfers
Posted last month
About the role
- Analyst facilitating asset transfers for Netwealth, an innovative fintech company in Australia. Ensuring smooth transitions of assets while ensuring compliance with regulatory requirements in the finance industry.
Responsibilities
- Take ownership of assigned transition cases from start to finish
- Coordinate asset transfers with external parties including fund managers, registries, and advisers
- Validate documentation and ensure compliance with regulatory requirements
- Manage asset valuations and accurately import cost base details
- Communicate effectively with clients, advisers and stakeholders to deliver the best possible outcomes
Requirements
- 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)
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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