The posting
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
Good reporting does more than present data. It helps decision-makers understand what has changed, where attention is needed and what action should follow.
As our Reporting Analyst, you’ll own the end-to-end production of recurring reporting across Netwealth’s Risk, Legal & Governance function. You’ll bring together data and commentary from multiple teams, validate the information and turn it into clear reports, dashboards and insights for senior leaders, committees and Boards.
Reporting to the Head of RLG Operations, you’ll manage reporting calendars, coordinate review cycles and maintain strong version and quality controls. You’ll also help improve how reporting is produced by standardising definitions and templates and identifying opportunities to streamline or automate recurring work.
This is an individual contributor role for someone who combines strong analytical skills with careful coordination and concise communication. You’ll own the production and quality of reporting, while working closely with subject-matter experts who remain accountable for the underlying risk, compliance and legal positions.
IN THIS ROLE, YOU WILL
- Prepare quarterly Risk, Legal & Governance reporting and supporting papers for Executives, risk and audit committees and Boards.
- Produce monthly and ad hoc reports covering incidents, breaches, reportable situations, risk and control assessments, obligations, issues, actions, complaints and regulatory matters.
- Manage reporting calendars, deadlines, contributions, review cycles, version control and final sign-off.
- Extract, reconcile and validate information from Protecht and other data sources.
- Analyse trends, themes and exceptions and translate them into clear commentary, charts and dashboards.
- Check the consistency of figures across reports and work with data owners to resolve errors or missing information.
- Standardise reporting templates, definitions and metrics.
- Identify opportunities to streamline and automate reporting using Protecht, Excel, Power BI and Microsoft 365 tools.
- Document processes so reporting remains repeatable and resilient.
- Provide reporting requirements and data-quality feedback to the Risk Systems and Analytics Manager.
- Assist with testing Protecht changes that affect reporting.
ABOUT YOU
You are analytical, organised and comfortable taking responsibility for recurring deliverables with firm deadlines. You can work through detailed data without losing sight of what senior decision-makers need to know.
You communicate clearly, ask thoughtful questions and respectfully follow up stakeholders when information is missing or inconsistent. You also understand that reporting must remain factual and transparent, particularly when the information relates to risk, compliance, legal or regulatory matters.
YOU’LL BRING
- Expertise in reporting, data analysis or management information within risk, compliance, audit or governance.
- Experience producing recurring management, committee or Board reporting.
- Advanced Excel skills and confidence working with complex datasets.
- Strong analytical capability, including data validation, reconciliation and trend analysis.
- The ability to produce clear, concise written commentary for senior audiences.
- Strong attention to detail and the ability to manage several reporting cycles and deadlines.
- Confidence engaging and following up stakeholders at different levels.
- Integrity and discretion when handling confidential information.
EXPERIENCE THAT WOULD BE HELPFUL, BUT IS NOT ESSENTIAL
- Protecht or another governance, risk and compliance platform.
- Power BI or a similar data-visualisation tool.
- Wealth management, superannuation or investment platform experience.
- Exposure to APRA or ASIC regulatory frameworks.
- A qualification in commerce, finance, business analytics, data, risk or a related discipline, or equivalent practical experience.
If the opportunity interests you but you don’t meet every preferred criterion, we encourage you to apply. Relevant reporting and analytical experience can come from different regulated or governance-focused environments.
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!
