Fund Operations Manager at NexHealth

Melbourne, Victoria, Australia

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

Minimum 5 years’ experience in fund operations, including reconciliations and fee calculations, with proven leadership experience
Degree in Accounting, Commerce or Finance is highly regarded
Strong interpersonal and communication skills to engage stakeholders effectively
Ability to work independently and manage multiple deadlines with confidence
A proactive mindset with a focus on process improvement and documentation

Responsibilities

Oversee asset and bank reconciliations for managed investment schemes and accounts
Manage product banking services, including daily banking and fortnightly fee payments
Ensure policies and operational procedures are current and compliant
Lead, mentor, and develop a high-performing team
Collaborate with IT, Product, Legal, Risk, and Compliance teams on projects
Provide technical accounting and tax advice to stakeholders

Skills

Key technologies and capabilities for this role

fund accountingbank reconciliationsasset reconciliationsoperational procedurescomplianceteam managementmentoringstakeholder managementauditsmanaged investment schemesbanking servicesfee payments

Questions & Answers

Common questions about this position

Is this a remote or hybrid role?

This is a hybrid position.

What experience is required for the Fund Operations Manager role?

Minimum 5 years’ experience in fund operations, including reconciliations and fee calculations, with proven leadership experience is required. A degree in Accounting, Commerce or Finance is highly regarded.

What are Netwealth's company values?

Netwealth's values are Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine.

What salary or compensation does this role offer?

This information is not specified in the job description.

What makes a strong candidate for this position?

Strong candidates will have 5+ years in fund operations with leadership experience, a relevant degree, strong communication skills, ability to manage multiple deadlines independently, and a proactive mindset focused on process improvement.

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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