Senior Trading Analyst at Pipedrive leading analytics for trading performance and forecasting growth. Collaborating with the analytics team to align business activity with financial outcomes.
N(
Hybrid Asset Transfers Analyst
Posted 5 hours ago
About the role
- Analyst in Asset Transfers team at Netwealth ensuring smooth transitions of assets on the platform. Communicating with clients and external parties to validate documentation and manage asset valuations.
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
Systematic Capital Markets Analyst improving lock workflows and quantitative projects in NYC office. Supporting pricing and investor relations in a hybrid work setup.
Analyste Expert Facturation Energie at mylight150 impacting energy transition with solar technologies. Focused on billing cycles and optimizing processes for energy consumption data.
Comercial Analyst ensuring efficient execution of customer loyalty strategies at Tenpo, a digital bank. Focused on campaign implementation and client value maximization.
GIS Analyst supporting development, maintenance, and optimization of an Enterprise GIS environment. Focusing on data quality and user support for effective GIS tool utilization.
Analyst building and optimizing IFRS9 lending models for Allica Bank's risk management team. Collaborating with stakeholders to enhance model performance and compliance with policies.
Senior Tax Analyst executing comprehensive tax routines with precision. Engaging directly with clients and mentoring less experienced professionals in a structured environment.
IT Service Desk Analyst providing front - line technical support to DLA Piper's colleagues. Handling incoming requests, maintaining records, and troubleshooting IT issues.
SAP PM System Analyst developing and maintaining Plant Maintenance functions and technologies at Boehringer Ingelheim. Collaborating with international teams on asset maintenance initiatives.
Analista Contábil responsible for accounting reconciliation and financial support in Allianz, a leading insurance company in Brazil. Collaborating with teams for accurate financial reporting and compliance.