Commercial Analyst
Netwealth - See Wealth Differently (ASX:NWL)
Date: 11 hours ago
City: Melbourne, Victoria
Contract type: Full time
About Netwealth
Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.
Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.
At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.
The Opportunity
We’re looking for a detail-oriented and highly organised Commercial Analyst to join our Investment Management & Research team at Netwealth. This is a hands-on, operational role focused on managing the day-to-day administration of our third-party fund manager relationships.
You’ll play a key part in ensuring the smooth onboarding of new funds, maintaining accurate records, and supporting internal teams with contract and rebate processes that underpin our platform’s service delivery.
Key responsibilities include:
You bring extensive financial services experience, a talent for cultivating trusted relationships, and a strong sense of ownership, delivering exceptional service with precision and professionalism.
Specific skills and experience include:
At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in. When you're at your best, we're at our best!
We prioritise the growth of our employees, and you'll be able to learn and develop yourself and your career at Netwealth. We provide access to further education and diverse training opportunities, and we actively support internal mobility. 32% of our jobs filled in 2023 were from internal candidates.
We have a flexible and adaptable hybrid working policy with the expectation you'll spend 4 days a fortnight coming into our state-of-the-art office. We're located in the heart of Melbourne's CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.
We have a number of benefits that have been designed with a focus on health and well-being, support and growth. Some of these include:
Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it’s one of our core values), and we’re proud of our inclusive and diverse workforce. We are committed to this through our gender equality, disability, LGBTQIA+, well-being and cultural initiatives. We are proud to be endorsed and certified by Work180, Family Friendly Workplaces and Great Place to Work.
Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don't tick every box, we encourage you to apply anyway! If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing [email protected]
Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.
Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.
At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.
The Opportunity
We’re looking for a detail-oriented and highly organised Commercial Analyst to join our Investment Management & Research team at Netwealth. This is a hands-on, operational role focused on managing the day-to-day administration of our third-party fund manager relationships.
You’ll play a key part in ensuring the smooth onboarding of new funds, maintaining accurate records, and supporting internal teams with contract and rebate processes that underpin our platform’s service delivery.
Key responsibilities include:
- Managing inbox queries from external stakeholders regarding onboarding of managed funds, rebates, reporting, and service setup
- Managing the fund rebate process, including updating the relevant legal agreements and coordinating with internal operations to implement
- Preparing first draft legal agreements and updating service agreements
- Maintaining registers and contract records in Excel
- Liaising with internal teams (operations, legal, finance) to ensure timely and accurate execution of tasks
- Building and maintaining trusted relationships with external stakeholders by delivering exceptional service and professionalism
- Ensuring all activities are completed in line with regulatory and compliance requirements
You bring extensive financial services experience, a talent for cultivating trusted relationships, and a strong sense of ownership, delivering exceptional service with precision and professionalism.
Specific skills and experience include:
- Strong understanding of financial services, specifically platforms, financial advice and wealth management is mandatory
- Strong attention to detail and a structured and process-oriented mindset
- Advanced Excel and Word skills; familiarity with Adobe Sign is ideal
- Excellent organisational and time management skills
- Ability to manage high volumes of work and competing priorities
- Experience supporting legal or compliance teams within financial services will be highly regarded
- Strong communication skills and a service-oriented approach to stakeholder engagement
At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in. When you're at your best, we're at our best!
We prioritise the growth of our employees, and you'll be able to learn and develop yourself and your career at Netwealth. We provide access to further education and diverse training opportunities, and we actively support internal mobility. 32% of our jobs filled in 2023 were from internal candidates.
We have a flexible and adaptable hybrid working policy with the expectation you'll spend 4 days a fortnight coming into our state-of-the-art office. We're located in the heart of Melbourne's CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.
We have a number of benefits that have been designed with a focus on health and well-being, support and growth. Some of these include:
- Family-friendly workplace, with parental leave and a kid's holiday programme
- Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services
- We're a social bunch and love to get together regularly, participating in corporate sporting events, games and trivia nights
- Employee Resource Groups - LGBTQIA, Women of Netwealth, Culture Group, Carers Group
- Support for community involvement through volunteering and our Netwealth Impact Group
Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it’s one of our core values), and we’re proud of our inclusive and diverse workforce. We are committed to this through our gender equality, disability, LGBTQIA+, well-being and cultural initiatives. We are proud to be endorsed and certified by Work180, Family Friendly Workplaces and Great Place to Work.
Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don't tick every box, we encourage you to apply anyway! If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing [email protected]
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