AI-Powered Registry Officer for Private Funds (NZ/AU)

Caruso; Auckland; On-site; NZD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance with Southern Cross

Premium office space in Viaduct with水景

New workstation: Windows SurfacePro +

5 weeks annual leave after 2 years; 6+

Unlimited sick leave

Extended maternity/paternity leave

Job summary

Caruso is seeking a Registry Officer for our Auckland office. You will process investor onboarding, registry maintenance and capital activity for NZ and AU private market funds, in a maker-checker model with review before sign-off.

You’ll collaborate with fund accounting, investor response, and compliance teams while leveraging an AI-native platform to automate repetitive tasks. You will report to the Registry Manager, NZ, and work across NZ and Australia with the Sydney registry team.

Qualifications

• 2+ years in unit registry, transfer agency, investor services or fund administration operations.
• AML/KYC understanding in a New Zealand context; exposure to Australian requirements is a bonus.
• Accuracy under volume and deadline pressure.
• Ownership of outcomes, proactive problem solving.
• Clear, direct written and verbal communication with clients and colleagues.
• Genuine interest in using AI to change how registry work gets done.
• Experience with registry or transfer agency platforms.
• Exposure to FATCA/CRS, tax withholding or distribution processing is a bonus.

Responsibilities

• Process registry transactions for your portfolio of funds, including applications, capital calls, unit issues, redemptions and transfers.
• Review and validate investor onboarding documentation, including AML/KYC, in line with each client's AML/CFT programme and the fund's trust deed or PDS.
• Maintain accurate investor registers, including personal and entity details, tax residency, withholding elections, banking instructions and communication preferences.
• Support distribution cycles from start to finish, including preparing batches, checking calculations and supporting payment release.
• Prepare and issue investor correspondence: transaction notices, holding statements, confirmations and ad hoc letters, at a standard that reflects well on our clients.
• Produce work that passes review first time, and raise exceptions and edge cases with your registry lead early rather than at sign-off.
• Manage your own queue through our task system: take instructions from client operations teams, clarify anything unclear, flag delays early and chase open items until they close.
• Use AI as a core part of how you work, and help us find and build ways to automate the repetitive parts of registry operations.
• Support audits, compliance reviews and client assurance work with clear evidence and documentation.
• Work closely with the Sydney registry team, sharing knowledge and helping keep processes consistent across New Zealand and Australia.

Skills

Unit registry experience

AML/KYC knowledge

Accuracy under pressure

Ownership of outcomes

Clear communication

AI interest

Registry platforms experience

FATCA/CRS exposure

Job description

Caruso is seeking a Registry Officer for our Auckland office. You will process investor onboarding, registry maintenance and capital activity for NZ and AU private market funds, in a maker-checker model with review before sign-off.

You’ll collaborate with fund accounting, investor response, and compliance teams while leveraging an AI-native platform to automate repetitive tasks. You will report to the Registry Manager, NZ, and work across NZ and Australia with the Sydney registry team.