Senior Custody & Investment Operations Lead

Insignia Financial Ltd; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

IOOF Holdings Limited seeks a Senior Custody and Investment Specialist to lead custody and registry operations. You will oversee service providers, monitor performance, and drive governance while supporting transformation initiatives within our Fund Accounting and Operations team.

This role can be based in Sydney or Melbourne. You will manage complex relationships with internal and external partners, coordinate country-specific market openings, and ensure regulatory and policy compliance

Qualifications

• 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.
• Understanding of settlements, instruction requirements, tax reclaim, and related governance.

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 fund impacts.
• 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.
• Support asset transitions and restructuring activities.
• Assist in designing future custody and registry operating model.
• Identify and manage operational, service, and change risks.

Skills

Custody knowledge

Funds management

Investment operations

Financial markets

SLA monitoring

Stakeholder influence

Risk management

Job description

IOOF Holdings Limited seeks a Senior Custody and Investment Specialist to lead custody and registry operations. You will oversee service providers, monitor performance, and drive governance while supporting transformation initiatives within our Fund Accounting and Operations team.

This role can be based in Sydney or Melbourne. You will manage complex relationships with internal and external partners, coordinate country-specific market openings, and ensure regulatory and policy compliance