Senior Custody and Investment Specialist
Location: SYDNEY, NSW, AU, **** MELBOURNE, VIC, AU, ****
Employment Type: Permanent Full Time
Make your move.
Marke your mark.
Drive the evolution of our custody and registry operating model
Permanent full time role, based in Sydney or Melbourne
The opportunity to join our team
We're looking for a Senior Custody and Investment Specialist to join our Fund Accounting and Operations team and play a key role in overseeing the services that safeguard our clients' investments.
In this role, you'll manage relationships with custody and registry providers, monitor service performance, and ensure obligations under contractual and service level agreements are met.
You'll work closely with internal stakeholders and external partners to resolve operational issues, support governance and reporting activities, and drive positive member outcomes.
This is an exciting opportunity to contribute to strategic transformation initiatives, including custodian transitions and the evolution of our future operating model.
Key Responsibilities:
Monitor custody and registry provider performance against agreed service levels and KPIs
Manage relationships with key custody, registry, and internal stakeholders
Escalate and resolve critical operational issues to minimise member and fund impacts
Coordinate account and market opening requirements with internal and external partners
Support governance, oversight, and service provider reporting activities
Ensure compliance with relevant policies, standards, and regulatory obligations




Contribute to custodian and registry tender and selection processes
Support and co-ordinate the transition of assets and restructure activities
Assist in designing and implementing the future custody and registry operating model
Identify and manage operational, service, and change-related risks
What you will bring:
Proven experience in custody, funds management, investment operations, or financial markets
Strong knowledge of custody and registry services and related operational processes
Experience managing service providers and monitoring SLA and KPI performance
Exposure to custody transitions, implementations, or transformation initiatives
Sound understanding of settlements, instruction requirements, tax reclaims, legal, and operational service frameworks
Strong analytical and problem-solving skills with the ability to manage complex issues
Ability to build trusted relationships and influence stakeholders at all levels
A proactive approach to risk management, governance, and continuous improvement
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.
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📌 Senior Custody And Investment Specialist (Sydney)
🏢 IOOF Holdings
📍 Sydney