Transfer Agency Senior Specialist
Core
Senior specialist overseeing the Australian unit registry operating model, managing outsourced services, and supporting institutional and intermediary clients within funds management.
Role type
Senior IC funds operations specialist (unit registry)
Builds
Unit registry services for Australian managed investment schemes
Domain
Financial services / Funds management / Australian regulatory framework
Required skills
Unit registry operations, outsourced service management, Australian regulatory compliance (RG146), stakeholder management, change management, project management, global team collaboration, problem-solving
Preferred skills
Microsoft suite, AI tooling, AML/CTF knowledge, fund lifecycle support (launches/transitions)
Responsibilities
Manage critical daily processes for the unit registry function, oversee outsourced unit registry services, maintain relationships with service providers, support internal stakeholders, drive operating model optimization, resolve client issues
Seniority
Senior, hands-on IC
