Analyst, Wrap Custody

• Drive accuracy and excellence in Wrap Custody transactions and member entitlements


• Contribute to operational excellence, risk management and process improvement


• 12-month secondment cover, based in Melbourne

The opportunity to join our team

Step into a pivotal role within the Wrap Platforms team, where you’ll be at the heart of ensuring all custody-related functions are executed flawlessly, on time and in compliance with relevant legislation. You’ll take ownership of key transactions including income, rebates, trades, corporate actions and reconciliations, while building strong partnerships with both internal and external stakeholders.

This hands-on role is perfect for someone who thrives on operational precision, enjoys solving complex problems and is passionate about driving process improvements. Your work will have a direct impact on client and member outcomes, ensuring accurate entitlements and delivering exceptional service delivery.

Key Responsibilities:

• Process and manage transactions including income, rebates, trades, corporate actions, and entitlements within SLA timeframes


• Investigate and resolve queries by collaborating with internal and external stakeholders


• Support reporting obligations, including IDPS tax statements and tax profiling


• Assist in identifying, assessing, and mitigating operational risks in custody processes


• Drive process improvements to enhance efficiency and outcomes for clients and stakeholders


• Complete assigned year-end activities accurately and within required timeframes


• Maintain compliance with all regulatory obligations and internal controls


• Contribute to a collaborative team environment by supporting colleagues and sharing knowledge

What you will bring:

• Proven experience in investments or custody operations


• Tertiary qualification in Business, Accounting, or a related discipline


• Knowledge of Australian and international securities


• Intermediate Excel skills and proficiency with Microsoft Windows


• Strong attention to detail and clear communication skills


• Demonstrate ability to identify process improvement opportunities and drive efficiency


• A collaborative and empathetic approach to teamwork.


• A proactive, can-do attitude with a focus on delivering outcomes

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.

process, please reach out and let us know.