Investment Operations - Analyst (Unlisted & Income)

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

Behind every successful investment platform are teams making sure thousands of transactions, distributions and investment events happen accurately, seamlessly and on time.

At Netwealth, our Unlisted & Income team sits right at the heart of that operation.

One day you might be reconciling income payments from managed funds, the next you'll be supporting term deposits, annuities or unlisted investments.

You'll be solving complex operational challenges, working with investment managers, advisers and internal stakeholders, and helping ensure our clients' investments are managed with precision and care.

If you're someone who loves digging into detail, solving problems, improving processes and learning how investments work behind the scenes, this could be the perfect next step.

The role is based within our Customer Operations team, where we combine operational excellence, collaboration and continuous improvement to create exceptional experiences for advisers and clients across the Netwealth platform.

You'll become a key part of a specialised team responsible for the administration and processing of:

• Managed funds

• Unlisted investments

• Term deposits

• Challenger annuities

• Income and distribution payments

• Investment reconciliations

You'll be:

• Processing investment transactions accurately and efficiently

• Reconciling income payments and resolving discrepancies

• Managing adviser, client and fund manager enquiries

• Monitoring and following up outstanding transactions

• Supporting operational improvement initiatives and system enhancements

• Participating in User Acceptance Testing (UAT)

• Helping maintain procedures, controls and documentation

• Collaborating across teams to deliver outstanding customer outcomes

What we're looking for

• Experience in investment operations, wealth management or financial services

• Strong analytical and reconciliation skills

• A natural curiosity for how things work

• Exceptional attention to detail

• Confidence communicating with a range of stakeholders

• A proactive mindset and desire to improve processes

• The ability to manage competing priorities while maintaining quality outcomes

If you're looking for a role where you'll gain exposure to a broad range of investment products, develop valuable industry expertise and be part of a team that genuinely enjoys what it does, we'd love to hear from you.

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!