Senior Analyst - Asset Transfers at NexHealth

Melbourne, Victoria, Australia

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

Minimum 2 years’ experience in the finance industry
Expertise in asset transfer processes, particularly managed funds and listed securities
Solid understanding of domestic and international securities (including warrants, LICs, ETFs), bonds, managed funds, and unlisted assets
Knowledge of Capital Gains Tax and cost base requirements
Strong analytical and problem-solving skills
Exceptional attention to detail and organisational skills
Excellent written and verbal communication skills
Ability to manage conflicting priorities while maintaining a customer-first approach
Experience with WRAP / Super platforms (highly regarded)

Responsibilities

Take ownership of assigned transition cases from start to finish
Coordinate asset transfers with external parties including fund managers, registries, and advisers
Validate documentation and ensure compliance with regulatory requirements
Manage asset valuations and accurately import cost base details
Communicate effectively with advisers and stakeholders to deliver the best possible outcomes

Skills

Key technologies and capabilities for this role

Asset TransfersCost Base ManagementComplianceRegulatory RequirementsAsset ValuationsStakeholder LiaisonDocumentation ValidationClient Communication

Questions & Answers

Common questions about this position

What is the employment type and duration for this Senior Analyst role?

This is a full-time 12-month contract position with the opportunity to become permanent for the right candidate.

Is this role remote or hybrid, and where is it located?

The position is hybrid.

What skills and experience are required for the Senior Analyst position?

Candidates need minimum 2 years’ experience in the finance industry, expertise in asset transfer processes (especially managed funds and listed securities), solid understanding of domestic/international securities, bonds, managed funds, unlisted assets, knowledge of Capital Gains Tax and cost base requirements, strong analytical/problem-solving skills, attention to detail, communication skills, and ability to manage priorities with a customer-first approach.

What are Netwealth's company values and culture like?

Netwealth's values are Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine. The company emphasizes an entrepreneurial spirit, agility, teamwork, and investing in employee growth through education and training.

What makes a strong candidate for this Senior Analyst role?

A strong candidate will have at least 2 years in finance with expertise in asset transfers, deep knowledge of securities and CGT, plus experience with WRAP/Super platforms is highly regarded.

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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