Registry Officer, AU

The role

You will manage investor onboarding, registry maintenance, and capital activity execution for a portfolio of private market funds. You will work with fund accounting, legal, and implementation teams using an AI-native platform.

What you will do

• Review and validate investor onboarding documentation including AML/KYC in line with regulatory requirements.
• Maintain accurate investor registers including updates to personal details, tax residency, and banking instructions.
• Support end-to-end execution of capital calls, distributions, transfers and unit issues/redemptions.
• Generate and send investor correspondence including transaction notices and holding statements.
• Ensure processes comply with AML/CTF laws, FATCA/CRS requirements, and trust deed or PDS specifications.
• Support audits and compliance reviews.
• Track tasks and workflows using internal tools and systems.
• Identify opportunities to improve efficiency and contribute to automation initiatives.

Required qualifications

• 2+ years of experience in a registry, investor services, or unit registry role
• Strong understanding of AML/KYC requirements, especially in Australia and New Zealand
• Experience handling investor capital activity workflows and working with investor registers
• High attention to detail and organisational skills
• Strong written and verbal communication skills
• Self-starter who enjoys process improvement and takes ownership of their work

Nice to have

• Familiarity with registry platforms or transfer agency systems
• Experience working in a fast-paced or high-growth environment

Benefits

• Genuine autonomy, impact, and visibility
• Industry-leading technology and a customer base of leading private fund managers
• New workstation (MacBook Pro, dual screens, AirPods Pro, accessories)
• 5 weeks annual leave after 2 years, 6 weeks after 3 years
• Unlimited sick leave
• Generous parental leave policies

Before you apply

• Applicants must have the legal right to work in Australia
• We are unable to provide visa sponsorship for this role

About the company

Caruso is the AI-native fund administration platform for private markets. It has grown to $80B+ in assets, 900+ funds, and 80,000+ investors on the platform.