About Praemium
Praemium is a leading provider of next generation wealth management solutions, empowering advisers to deliver exceptional outcomes for high net worth clients.
The recent acquisition of Technotia Laboratories brings world class scientific, engineering and design expertise in house, significantly strengthening Praemium’s advanced technology, computing and machine intelligence capabilities.
By combining trusted wealth management experience with proprietary innovation, Praemium is setting a new benchmark for automation, precision and scalable advice delivery.
Continuous Improvement. Intelligent innovation. Client-first outcomes. The Praemium way.
The Role
We are seeking a meticulous and driven Platform Billing & Rebates Analyst to join our Operations team on a 12-month fixed-term contract only. The role is responsible for the end-to-end execution and validation of monthly platform billing and quarterly managed fund rebate processes across Praemium, Separately Managed Accounts (SMA), and superannuation products.
This high-volume, deadline-driven role requires strong attention to detail and the ability to resolve complex discrepancies in fee calculations and system outputs. You will work closely with stakeholders such as custodians, investment managers, and outsourced providers to ensure billing accuracy and timely payment of adviser, dealer group, and investment manager fees.
The role involves using platform billing engine, Excel, and reporting dashboards to trigger billing cycles, validate complex calculations, and finalise payments in accordance with strict operational deadlines. You will support the transition of superannuation and SMA billing processes, including the end-to-end calculation and validation of fees across multiple platforms
Key Responsibilities
- Execute monthly platform billing for superannuation and SMA products, including adviser, dealer group, and investment manager fees
- Validate complex fee calculations and reconcile anomalies using Excel and reporting dashboards
- Investigate and resolve billing exceptions such as incorrect fees, mapping errors, or non-advised accounts being charged
- Calculate and process quarterly managed fund rebates
- Contribute to process improvements, testing system changes, and managing operational risks
- Monitor workflows and collaborate with internal teams to resolve asset and cash breaks
This role requires strong attention to detail, comfort with high-volume, deadline-driven processes, and specialised experience in platform billing and managed fund rebates.
Culture & Benefits Include
- Hybrid work arrangement: Minimum of 1 day per week in the office. Additional days on-site will be required until training in the role is completed face-to-face.
- 12 month fixed term contract only
- Competitive salary
- Great office location on 367 Collins Street
- Annual leave + paid volunteer leave
- Professional development, stretch opportunities and development plans
- Monthly social events, team lunches and annual celebrations
- Access to health & wellbeing programs, flu shots and EAP
- Employee recognition programs (peer awards, monthly and annual recognition)
How to Apply
Please apply with your CV, outlining how your experience aligns with the role and why you’re interested in joining Praemium.
Police checks apply to successful candidates.
