Date: 6 Aug 2026

Location:

MELBOURNE, VIC, AU, 3008

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Employment Type: Permanent Full Time

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Protect client outcomes through accurate, compliant Wrap custody processing

Drive smarter, more efficient processes through improvement and automation

Permanent full time role, based in Melbourne The opportunity to join our team

As a Senior Analyst, Wrap Custody, you will play a critical role in ensuring the accurate, timely and compliant processing of custody functions across our Wrap platform. You will be responsible for end-to-end processing activities including income, trades, corporate actions, reconciliations and entitlements, ensuring all outcomes align with regulatory obligations and service level agreements. Working closely with internal teams and external partners, you will investigate and resolve complex queries, manage exceptions and support key reporting deliverables.

You will also contribute to continuous improvement initiatives, helping to strengthen controls, enhance efficiency and deliver better outcomes for clients and members.

Key Responsibilities:

Deliver accurate and timely processing and quality checking of income, trades, corporate actions, entitlements and reconciliations within SLAs

Investigate and resolve complex queries, managing exceptions and stakeholder expectations

Support regulatory and reporting obligations, including IDPS tax statements, ensuring audit-ready documentation and accuracy





Identify and mitigate operational risks, embedding effective controls across custody processes

Coordinate BAU and peak-period workflows to balance quality and efficiency

Drive continuous improvement initiatives, partnering with Tech and Data to streamline and automate processes

Ensure ongoing compliance with regulatory and internal requirements

Contribute to a collaborative team culture through knowledge sharing and mentoring

What you will bring:

Extensive experience in Wrap custody operations, including income, trades, corporate actions transfers and tax profiling

Advanced analytical and reconciliation skills, with the ability to resolve complex issues

Strong Excel capability and confidence working with large data sets A continuous improvement mindset with experience enhancing processes and controls

High attention to detail in fast-paced, deadline-driven environments

Excellent communication and stakeholder management skills A collaborative, solutions-focused approach

Strong prioritisation skills to manage competing demands effectively To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

📌 Senior Analyst, Wrap Custody (Docklands)
🏢 Insignia Financial
📍 Docklands