Senior Custody and Investment Specialist

IOOF Holdings Limited; Sydney; On-site; AUD 140,000 - 170,000; Full time

Job summary

IOOF Holdings Limited in Sydney/Melbourne is seeking a Senior Custody and Investment Specialist to oversee custody and registry services for clients, safeguarding investments and monitoring performance with providers. You will collaborate with internal teams and external partners to resolve issues and drive governance, reporting, and strategic initiatives.

The role supports ongoing transitions and the evolution of our operating model, ensuring regulatory compliance and risk management across

Qualifications

• Experience in custody, funds management, or financial markets.
• Strong knowledge of custody and registry services and related operational processes.
• Proven ability to monitor SLA/KPI performance and manage service providers.

Responsibilities

• Monitor custody and registry provider performance against service levels and KPIs.
• Manage relationships with custody, registry, and internal stakeholders.
• Escalate and resolve operational issues to minimise impacts for members and funds.
• Coordinate account and market opening requirements with partners.
• Support governance, oversight, and service provider reporting activities.
• Ensure compliance with policies, standards, and regulatory obligations.
• Contribute to custodian and registry tender and selection processes.
• Assist in transitioning assets and restructuring activities.
• Help design and implement the future custody and registry operating model.
• Identify and manage operational, service, and change risks.

Skills

Custody knowledge

Funds management

Investment operations

Stakeholder management

Risk management

Analytical problem solving

Job description

Senior Custody and Investment Specialist

Location: SYDNEY, NSW, AU, 2000 MELBOURNE, VIC, AU, 3008

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.