Analyst - Non-Custodial Investments at NexHealth

Melbourne, Victoria, Australia

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial Services, InvestmentsIndustries

Requirements

Previous WRAP/Super platform experience highly regarded
Solid understanding of ASX securities, bonds, managed funds, and unlisted assets
Willingness to learn investment administration processes
Strong analytical and problem-solving skills
Exceptional attention to detail and organisational skills
Excellent written and verbal communication skills

Responsibilities

Onboard new accounts for MAPS and manage non-custodial investments
Verify, reconcile, and import historical asset data into client portfolios
Review applications, LPOA, redemptions, and fund manager instructions
Process income tax component adjustments and update asset unit prices
Participate in user acceptance testing for system upgrades
Contribute to process improvements for systems and procedures

Skills

account onboarding

asset reconciliation

data import

portfolio management

LPOA processing

redemptions

fund manager instructions

income tax adjustments

unit price updates

user acceptance testing

investment administration

non-custodial investments

NexHealth

Healthcare technology platform for patient engagement

About NexHealth

NexHealth enhances the patient experience in healthcare by providing a digital platform for healthcare providers, including dental and medical practices. Their software integrates patient communication, scheduling, and billing into one comprehensive system. The platform includes features like online scheduling, automated reminders, digital forms, and online bill payment, which help practices operate more efficiently and improve patient satisfaction. Unlike many competitors, NexHealth offers its services on a subscription basis, allowing practices to access their tools without large upfront costs. The company's goal is to support healthcare providers in modernizing their operations and improving patient engagement, especially in response to challenges like the COVID-19 pandemic.

San Francisco, CaliforniaHeadquarters

2017Year Founded

$172.3MTotal Funding

SERIES_CCompany Stage

Enterprise Software, HealthcareIndustries

201-500Employees

Benefits

Competitive salary

Equity

Medical, dental & vision

Unlimited PTO

Risks

Increased competition from Tendo Systems could threaten NexHealth's market share.

NexHealth's reliance on its current API may become a limitation against advanced competitors.

The $125M Series C funding increases pressure for rapid growth, risking operational challenges.

Differentiation

NexHealth offers a comprehensive platform integrating patient communication, scheduling, and billing.

The company provides a standardized API connecting patients, doctors, and healthcare developers.

NexHealth's SaaS model allows healthcare providers to access tools without significant upfront investment.

Upsides

NexHealth raised $125M in Series C funding, boosting its growth and innovation potential.

Integration with telehealth platforms can enhance patient engagement and expand service offerings.

AI-powered patient insights can improve outcomes and operational efficiency for healthcare providers.

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