Analyst, Wrap Custody

Date: 7 Jul 2026

Location

MELBOURNE, VIC, AU, 3008

#job-location.job-location-inline { display: inline; }

Employment Type: Max Term Full Time

.buttontext8094c20d63b65e1e a{ border: 1px solid transparent; } .buttontext8094c20d63b65e1e a: focus{ border: 1px dashed #007a45 !important; outline: none !important; }

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.