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About the Role
We’re looking for a Senior Custody and Investment Specialist to join our Fund Accounting and Operations team. This role will play a key part in overseeing services that safeguard client investments, manage provider relationships, monitor performance, and ensure contractual obligations are met. You will collaborate with internal and external partners to resolve issues, support governance, and drive positive member outcomes, contributing to strategic transformation initiatives like custodian transitions and operating model evolution.
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
Requirements
- 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
- Evidence of eligibility to work in Australia
- Willingness to undertake police and basic credit checks
Skills
- Custody
- Funds management
- Investment operations
- Financial markets
- Service provider management
- SLA and KPI monitoring
- Custody transitions
- Implementations
- Transformation initiatives
- Settlements
- Instruction requirements
- Tax reclaims
- Legal frameworks
- Operational service frameworks
- Analytical skills
- Problem-solving skills
- Relationship building
- Stakeholder influence
- Risk management
- Governance
- Continuous improvement
Location
- Sydney
- Melbourne
Work Type
- Permanent
- Full-time
- Onsite
Experience Level
- Senior
About the Company
- We acknowledge and celebrate the richness that individual differences bring to our team.
Equal Opportunity
- If you need assistance or an adjustment during the application process, please reach out and let us know.