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.