Analyst - Managed Accounts

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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

As our Managed Accounts offering continues to grow, we’re looking for an Analyst to join our team and play a key role in the day‑to‑day success of our Managed Accounts platform.

About the role

In this hands‑on role, you’ll support the smooth operation of our Managed Accounts facility, working closely with internal teams, brokers, advisers and external providers.

You’ll be responsible for daily processing, rebalancing activities, model maintenance and ensuring a high level of accuracy and service across all managed account activities.

This is a great opportunity for someone with strong analytical skills, a keen eye for detail and an interest in financial markets to build deep product knowledge and grow their career in financial services.

What you'll be doing

• Performing daily checks to ensure models, assets and client accounts are ready for rebalancing
• Preparing and reviewing daily Managed Accounts flow and rebalance reports
• Reviewing and approving orders generated by the rebalancing engine
• Liaising with brokers to execute trades across managed funds, ETFs, ASX‑listed and international securities
• Monitoring and processing income and corporate actions
• Managing in‑specie transfers into and out of Managed Accounts
• Creating, maintaining and updating models, model managers and fee structures
• Supporting private label set‑ups, testing and documentation
• Responding to internal and external queries related to Managed Accounts
• Contributing to system enhancements, user acceptance testing and continuous improvement initiatives

What you'll bring

• Experience or knowledge in financial services, investments or financial markets
• Strong analytical, problem‑solving and organisational skills
• High attention to detail and a commitment to accurate processing
• Clear and confident written and verbal communication skills
• Ability to manage competing priorities and meet deadlines
• A collaborative mindset and willingness to support and train others
• A proactive, flexible approach and openness to change
• A diploma or bachelor’s degree in finance (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 people@netwealth.com.au

Apply now and help us shape a brighter financial future!