_{25th July, 2025}

We are currently seeking a Senior Associate to join our CTS Oversight & Monitoring team. Reporting to Senior Manager, CTS Oversight & Monitoring, this role plays a key part in supporting our oversight of a large network of service providers, ranging from investment managers to fund administrators, registries, custodians, and more, across a portfolio of over 400 managed investment schemes.

This is a great opportunity for someone with strong operational due diligence or governance/risk/compliance (GRC) experience who understands how funds operate and can bring a deep, inquisitive mindset to our work. The role is complex and requires someone who can work autonomously.

Key responsibilities

• Conduct oversight and monitoring of investment managers and fund service providers, both remotely and onsite
• Execute operational due diligence and support onboarding/offboarding processes
• Maintain effective relationships with key third parties, identifying risks and working through remediation
• Prepare clear, concise reports for Committees and Boards
• Support the uplift of internal processes and contribute to continuous improvement initiatives

What You’ll Need to Succeed:

• Experience in the funds management industry (e.g. investment operations, middle office, compliance or trustee experience)
• Can confidently conduct due diligence from a GRC or operational risk lens
• Ability to ask meaningful second and third-level questions and able to challenge where needed
• Is confident working independently, especially if Sydney-based as team is in Melbourne
• Strong communication, report writing and relationship management skills
• Collaborative mindset and is curious and committed to learning
• Candidates with experience across AMP, BNY Mellon, or similar operational departments would be well-suited.
• Trustee experience is beneficial but not essential

What we offer:

• A warm, open, and supportive culture
• An attractive remuneration package, including reward and recognition programs
• An employee wellness program, including discounted health insurance and an employee assistance program
• A workplace volunteering and giving program to enable you to help others in the community
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2024
• Discounted tax and estate planning services
• 16 weeks paid parental leave for the primary carer
• Great central CBD location, Modern office fit-out and end-of-trip facilities.
• Flexible/Hybrid working environment.

About us - Trusted since 1888
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is over 135 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

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