Senior Custody & Investment Operations Lead

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

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