Process investor onboarding, registry transactions, capital activity, distributions, and investor correspondence for New Zealand and Australian private market funds. Maintain accurate investor records, validate AML/KYC documentation, manage transaction queues, support audits and compliance reviews, and coordinate with registry and operational teams. The role also involves using AI to automate repetitive registry processes and ensuring transactions meet quality and accuracy standards.

Manage investor onboarding, AML/KYC validation, registry maintenance, and capital activity for private market funds across Australia and New Zealand. Process capital calls, distributions, transfers, and unit transactions; prepare investor communications and reports; maintain compliance with AML/CTF, FATCA/CRS, and fund documentation requirements. Track workflows, support audits, resolve exceptions, and improve registry processes through automation and operational enhancements.

Submit an expression of interest so Caruso can keep your details on file and contact you if a suitable role becomes available.