Job Description
Full job description
Senior Analyst, Wrap Custody
Location: MELBOURNE, VIC, AU, 3008
Employment Type: Permanent Full Time
Protect client outcomes through accurate, compliant Wrap custody processing
Drive smarter, more efficient processes through improvement and automation
Permanent full-time position, based in Melbourne
The opportunity to join our team
As a Senior Analyst, Wrap Custody, you will play a critical role in ensuring the accurate, timely and compliant processing of custody functions across our Wrap platform. You will be responsible for end-to-end processing activities including income, trades, corporate actions, reconciliations and entitlements, ensuring all outcomes align with regulatory obligations and service level agreements. Working closely with internal teams and external partners, you will investigate and resolve complex queries, manage exceptions and support key reporting deliverables. You will also contribute to continuous improvement initiatives, helping to strengthen controls, enhance efficiency and deliver better outcomes for clients and members.
Key Responsibilities:
Deliver accurate and timely processing and quality checking of income, trades, corporate actions, entitlements and reconciliations within SLAs
Investigate and resolve complex queries, managing exceptions and stakeholder expectations
Support regulatory and reporting obligations, including IDPS tax statements, ensuring audit-ready documentation and accuracy
Identify and mitigate operational risks, embedding effective controls across custody processes
Coordinate BAU and peak-period workflows to balance quality and efficiency
Drive continuous improvement initiatives, partnering with Tech and Data to streamline and automate processes
Ensure ongoing compliance with regulatory and internal requirements
Contribute to a collaborative team culture through knowledge sharing and mentoring
What you will bring:
Extensive experience in Wrap custody operations, including income, trades, corporate actions transfers and tax profiling
Advanced analytical and reconciliation skills, with the ability to resolve complex issues
Strong Excel capability and confidence working with large data sets
A continuous improvement mindset with experience enhancing processes and controls
High attention to detail in fast-paced, deadline-driven environments
Excellent communication and stakeholder management skills
A collaborative, solutions-focused approach
Strong prioritisation skills to manage competing demands effectively
To Apply
Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.
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.
Senior Analyst, Wrap Custody
Location: MELBOURNE, VIC, AU, 3008
Employment Type: Permanent Full Time
Protect client outcomes through accurate, compliant Wrap custody processing
Drive smarter, more efficient processes through improvement and automation
Permanent full-time position, based in Melbourne
The opportunity to join our team
As a Senior Analyst, Wrap Custody, you will play a critical role in ensuring the accurate, timely and compliant processing of custody functions across our Wrap platform. You will be responsible for end-to-end processing activities including income, trades, corporate actions, reconciliations and entitlements, ensuring all outcomes align with regulatory obligations and service level agreements. Working closely with internal teams and external partners, you will investigate and resolve complex queries, manage exceptions and support key reporting deliverables. You will also contribute to continuous improvement initiatives, helping to strengthen controls, enhance efficiency and deliver better outcomes for clients and members.
Key Responsibilities:
Deliver accurate and timely processing and quality checking of income, trades, corporate actions, entitlements and reconciliations within SLAs
Investigate and resolve complex queries, managing exceptions and stakeholder expectations
Support regulatory and reporting obligations, including IDPS tax statements, ensuring audit-ready documentation and accuracy
Identify and mitigate operational risks, embedding effective controls across custody processes
Coordinate BAU and peak-period workflows to balance quality and efficiency
Drive continuous improvement initiatives, partnering with Tech and Data to streamline and automate processes
Ensure ongoing compliance with regulatory and internal requirements
Contribute to a collaborative team culture through knowledge sharing and mentoring
What you will bring:
Extensive experience in Wrap custody operations, including income, trades, corporate actions transfers and tax profiling
Advanced analytical and reconciliation skills, with the ability to resolve complex issues
Strong Excel capability and confidence working with large data sets
A continuous improvement mindset with experience enhancing processes and controls
High attention to detail in fast-paced, deadline-driven environments
Excellent communication and stakeholder management skills
A collaborative, solutions-focused approach
Strong prioritisation skills to manage competing demands effectively
To Apply
Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Analyst, Wrap Custody position is now open for candidates interested in the Finance sector. This role in Melbourne offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.
