Registry Officer, NZ

The role

You will process investor onboarding, registry maintenance, and capital activity for New Zealand and Australian private market funds. You will work within a maker and checker model using an AI-native platform.

What you will do

• Process registry transactions including applications, capital calls, unit issues, redemptions and transfers.
• Review and validate investor onboarding documentation including AML/KYC.
• Maintain accurate investor registers including personal and entity details, tax residency, withholding elections, banking instructions and communication preferences.
• Support distribution cycles including preparing batches, checking calculations and supporting payment release.
• Prepare and issue investor correspondence.
• Produce work that passes review first time and raise exceptions with registry lead.
• Manage your own queue through a task system.
• Use AI to help find and build ways to automate repetitive parts of registry operations.
• Support audits, compliance reviews and client assurance work.
• Work closely with the Sydney registry team.

Required qualifications

• 2+ years in unit registry, transfer agency, investor services or fund administration operations.
• Hands-on experience of investor registers and capital activity.
• A solid understanding of AML/KYC requirements in a New Zealand context.
• Accuracy that holds up under volume and deadline pressure.
• Ownership of outcomes.
• Clear, direct written and verbal communication with clients and colleagues.
• Genuine interest in using AI to change how the work gets done.
• Comfort working in a business where not everything is built yet.

Nice to have

• Exposure to FATCA/CRS, tax withholding or distribution processing

Benefits

• Genuine autonomy, impact, and visibility
• Industry-leading technology and a customer base of leading private fund managers
• Comprehensive health insurance with Southern Cross
• Premium office space in the Viaduct with water views and end-of-trip facilities
• New workstation package including Windows SurfacePro Laptop and dual monitors
• 5 weeks annual leave after 2 years tenure
• 6 weeks annual leave after 3 years tenure
• Unlimited sick leave
• Extended maternity/paternity leave

Before you apply

• Applicants must have the legal right to work in New Zealand.
• 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.