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Team Leader - Reporting


Location: Melbourne

Job Type: Full time


See yourself being part of a large, transformational change? This could be the role for you!

At Iress, we make things happen

We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000 people use our software, from the world’s most iconic financial services brands to advice firms of all sizes, banks, insurers, investment managers, traders and brokers. Iress is one of Australia’s largest technology companies and employs more than 2,500 people across Australia, The United Kingdom, Africa, Canada, France, New Zealand and Asia.

Build your career at Iress!
This varied and high paced role involves a combination of running dealing team projects, responsibility for the team’s processing of unit movements applications, redemptions, transfers and switches, and providing reporting deliverables to key clients and for delivering these requirements in high quality, timely and accurate manner.

Some of the awesome things you’ll be involved with:

  • Work planning and allocation for unit movements, applications, Redemptions, Transfers and Switches

  • Meeting deliverables per SLA and agreed timetables

  • Leading change management related to Dealing Team and implement change of processes and system enhancement

  • Establishing procedure and checklist for onboarding new clients

  • Delivery of client reporting accurately & within SLA/timetable requirements. Immediate escalation of any quality or timeliness issues to Head of Dealing Team

  • Team leadership, positive role model; meeting with the team members 1-1 on a regular basis

  • Timely completion of performance appraisals and performance management

What you will bring:

  • 5+ years Financial Services experience

  • 3+ years Unit Registry experience

  • 2+ years team leadership, demonstrated people leadership experience

  • Knowledge of the financial services industry particularly funds management, custody and platforms

Why work with us?

  • 8 additional paid days per year to extend your weekends

  • Flexible working from home arrangements

  • Equity grants for our top 25% performers

  • Generous cash bonus for every successful referral

  • Annual Profit Share when Iress meets its annual profit targets

  • Starting school leave - 8.5 days of leave to assist your children with the transition to school

  • Up to 26 weeks’ paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work

  • 3 days’ paid leave per year to participate in charity initiatives

  • Discounted health insurance premiums

  • Access to learning and development programs through Udemy

Iress is committed to fostering a welcoming and inclusive culture. We strongly believe that diversity is what makes our teams and our products succeed. Our people have different experiences, skills, perspectives and beliefs and everyone’s uniqueness is valued and celebrated.

Our hiring decisions are never based on sexual orientation, race, gender identity, religion, disability, citizenship, marital or family status and age. Even if you feel you don’t meet all of the requirements of the role, we would still like to hear from you!

We’re also proud to be globally recognised as a WORK180 Endorsed Employer that promotes and supports all women in the workplace.

For more information about what we do, our people and values, please visit our website -

Employment Type


Time Type

Full time