Senior Custody and Investment SpecialistDrive the evolution of our custody and registry operating modelPermanent full time role, based in Sydney or MelbourneThe opportunity to join our teamWe'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 KPIsManage relationships with key custody, registry, and internal stakeholdersEscalate and resolve critical operational issues to minimise member and fund impactsCoordinate account and market opening requirements with internal and external partnersSupport governance, oversight, and service provider reporting activitiesEnsure compliance with relevant policies, standards,



and regulatory obligationsContribute to custodian and registry tender and selection processesSupport and co-ordinate the transition of assets and restructure activitiesAssist in designing and implementing the future custody and registry operating modelIdentify and manage operational, service, and change-related risksWhat you will bring:Proven experience in custody, funds management, investment operations, or financial marketsStrong knowledge of custody and registry services and related operational processesExperience managing service providers and monitoring SLA and KPI performanceExposure to custody transitions, implementations, or transformation initiativesSound understanding of settlements, instruction requirements, tax reclaims, legal, and operational service frameworksStrong analytical and problem-solving skills with the ability to manage complex issuesAbility to build trusted relationships and influence stakeholders at all levelsA proactive approach to risk management, governance, and continuous improvementApplicants 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)
🏢 Insignia Financial
📍 Sydney