Custody Team Leader

Our client is seeking a Custody Team Leader to lead the custody team, oversee client asset administration, manage regulatory reporting and corporate actions, and drive operational excellence within the department.

Responsibilities

• Lead and coordinate the day-to-day work of a small team of custody professionals.
• Review and approve client transactions, investment reports, trade confirmations, and client communications before distribution.
• Oversee corporate actions affecting client portfolios and ensure accurate processing and client communication.
• Monitor the safekeeping of client assets and cash, including timely review of reconciliations and asset records.
• Prepare regulatory, tax, and management reports, ensuring compliance with all reporting deadlines.
• Maintain compliance with local and international regulatory frameworks, including MFSA, CBM, MTCA, FATCA, CRS, and US QI requirements.
• Build and manage relationships with external custodians and service providers.
• Identify opportunities to improve operational processes, controls, and efficiencies across the department.
• Monitor regulatory developments and assess their impact on internal procedures and client reporting.
• Prepare clear and concise client updates to explain relevant market, regulatory, or corporate action developments.
• Provide regular updates and reports to senior management and the Board.

Requirements

• Good understanding of financial markets, corporate actions, and regulatory reporting requirements, with a proactive approach to continuous learning
• Proficient in Microsoft Office applications, particularly Word and Excel, including advanced functions such as mail merge and pivot tables.
• Highly professional, organised, and detail-oriented, with strong integrity, accountability, and the ability to work effectively both independently and as part of a team while meeting deadlines.
• Fluency in English is essential; Maltese language skills will be considered a strong asset.

Education and Experience

• Relevant qualification in Finance, Banking, Accounting, Custody, or Investment Operations.
• Minimum 2 years' experience in a supervisory role within custody, fund administration, financial services operations, or audit.

Benefits

• Parking