Caruso is an innovative AI-native fund administration platform tailored for private markets. Our mission is to modernize legacy systems with cutting-edge software and seamless integrated services, empowering fund managers to streamline operations, impress investors, and enhance Assets Under Management (AUM).In just over two years since our inception, Caruso has achieved remarkable growth, managing over $50 billion in assets, hosting 500+ funds, and serving more than 75,000 investors on our platform. Our year-on-year growth rate of 4× is supported by dedicated investors, as we expand rapidly across Australasia and the United States.Position OverviewWe are seeking a meticulous and proactive Registry Officer to become an integral part of our dynamic team in Sydney. In this pivotal role, you will oversee investor onboarding, maintain registry integrity, and execute capital activities for a diverse portfolio of private market funds.This hands-on position is essential to our operations, ensuring investor records are accurate, compliant, and current. You will collaborate closely with the fund accounting, legal, and implementation teams, all while leveraging our advanced, AI-native platform designed to automate routine tasks.Key Responsibilities:Investor Onboarding & AML/KYCThoroughly review and validate investor onboarding documentation, including AML/KYC requirements, in accordance with regulatory standards and fund-specific guidelines for AU/NZ jurisdictions.Investor Registry ManagementEnsure the accuracy of investor registers by updating personal or company information, tax residency, banking instructions, and reporting preferences.Capital Activity ProcessingFacilitate the complete process of capital calls, distributions, transfers, and unit issues/redemptions, including preparing investor notifications and updating registry records accordingly.Communications & ReportingCreate and distribute investor correspondence, including transaction notices, holding statements, confirmations, and other ad hoc communications to ensure a premium investor experience.Compliance & ControlsMaintain compliance with AML/CTF laws, FATCA/CRS requirements, and trust deed or PDS specifications. Assist with audits and compliance reviews as necessary.Workflow ManagementMonitor tasks and workflows using internal tools and systems, proactively addressing delays or exceptions and collaborating with other teams to resolve outstanding items efficiently.Process OptimizationContinuously seek opportunities to enhance processes for improved efficiency and effectiveness.
Mar 29, 2026