Insignia Financial20 jobs

Senior Analyst, Wrap Custody

SeniorFull-timeOfficeMelbourne VIC, AustraliaPosted 1 week 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 is all about protecting client outcomes while driving smarter, more efficient processes through improvement and automation. The team thrives on collaboration, knowledge sharing, and a solutions-focused approach, making it a fantastic opportunity for those looking to make a real impact.

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, including trades and reconciliations.

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🔍

Analytical and reconciliation skills

Proven ability to resolve complex issues through analysis and reconciliation.

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📈

Advanced Excel skills

Strong capability in Excel, especially with large data sets.

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5 criteria for this job
Wrap custody operations experience
Extensive experience in Wrap custody operations, including trades and reconciliations.

View

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

View

Advanced Excel skills
Strong capability in Excel, especially with large data sets.

View

Continuous improvement mindset
Experience enhancing processes and controls for better efficiency.

View

Stakeholder management skills
Excellent communication skills for effective stakeholder engagement.

View

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