Insignia Financial11 jobs

Senior Analyst, Wrap Custody

SeniorFull-timeHybridMelbourne VIC, AustraliaPosted 4 weeks agoVerified 1 week ago
Pending fitX of Y criteria met

About the job

As a Senior Analyst in Wrap Custody, you will play a vital role in ensuring accurate and compliant processing of custody functions across our Wrap platform. This job offers an exciting opportunity to contribute to continuous improvement initiatives, enhancing efficiency and delivering better outcomes for clients and members. The team values collaboration and knowledge sharing, creating a supportive environment for everyone.

Meet the team

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You'll be responsible for

✅

Processing custody functions

Deliver accurate and timely processing and quality checking of income, trades, corporate actions, entitlements and reconciliations within SLAs.
🕵️‍♂️

Investigating complex queries

Investigate and resolve complex queries, managing exceptions and stakeholder expectations.
🚀

Driving continuous improvement

Drive continuous improvement initiatives, partnering with Tech and Data to streamline and automate processes.

Key criteria

📊

Wrap custody operations experience

Extensive experience in Wrap custody operations and processes.

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🔍

Analytical and reconciliation skills

Proven ability to resolve complex issues through analysis.

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📈

Strong Excel capabilities

Demonstrated proficiency in managing large data sets.

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A meaningful career starts with a match

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5 criteria for this job
Wrap custody operations experience
Extensive experience in Wrap custody operations and processes.

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Analytical and reconciliation skills
Proven ability to resolve complex issues through analysis.

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Strong Excel capabilities
Demonstrated proficiency in managing large data sets.

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Continuous improvement mindset
Experience enhancing processes and implementing effective controls.

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Stakeholder management skills
Excellent communication skills for managing stakeholder expectations.

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