Fund Project and Compliance Manager - Perpetual Corporate Trust

Perpetual Limited; Sydney; On-site; AUD 130,000 - 170,000; Full time

Benefits offered by this job

Hybrid work

Work from anywhere in Australia

Wellbeing allowance

Study support

Job summary

Perpetual Group seeks a Fund Project and Compliance Manager to work with the RE Services team on fund governance, amendments and regulatory change projects across a diverse portfolio of managed funds.

You will coordinate climate reporting changes for Group 2 in-scope PCT funds and support broader fund compliance responsibilities, including TMD reviews and product governance information.

Qualifications

• Tertiary qualifications in law, business, accounting or a related discipline.
• At least three years of financial services experience.
• Experience with climate-related disclosures, DDO reviews or product governance information would be highly regarded.

Responsibilities

• Lead scheme change assessments, amendments and transactions from planning through to implementation.
• Coordinate legal documentation, contract negotiations and board approvals.
• Manage delivery of climate reporting changes across in-scope PCT funds.
• Bring together climate risk assessments, data, disclosures and assurance activities.
• Plan quarterly DDO reviews and assess target markets and product governance information.
• Analyse product, complaints, mandate compliance, liquidity and stress testing information.

Skills

Project management

Stakeholder management

Regulatory change

Financial services

Education

Tertiary qualifications in law, business, accounting

Job description

• Based in Sydney CBD in modern recently renovated office
• Combine fund governance, regulatory projects and client engagement
• Work with investment managers, boards and specialist teams across PCT

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

Perpetual Corporate Trust (PCT), a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore. We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our clients success.

About the Role

Join Perpetual Corporate Trust in a role combining fund compliance, regulatory project delivery and client service. As Fund Project and Compliance Manager, you will work closely with our Responsible Entity (RE) Services team to deliver fund governance, scheme amendments, regulatory change projects and client service across a diverse portfolio of managed funds. You will play a key role in coordinating complex change initiatives while ensuring strong governance, compliance and client outcomes.

A major focus will be coordinating mandatory climate reporting changes for Group 2 in scope PCT funds. You will bring together governance, climate risk, data, disclosure, assurance and stakeholder inputs while continuing to support broader fund compliance responsibilities. You will also coordinate quarterly Design and Distribution Obligations reviews and assess whether Target Market Determinations remain appropriate.

Key Responsibilities

• Lead scheme change assessments, amendments and transactions from planning through to implementation
• Coordinate legal documentation, contract negotiations and board approvals
• Manage the delivery of climate reporting changes across in scope PCT Responsible Entity funds
• Bring together climate risk assessments, scenario analysis, data, disclosures and assurance activities
• Plan quarterly DDO reviews and assess TMDs, target markets and product governance information
• Analyse product, complaints, mandate compliance, liquidity and stress testing information to identify gaps or potential review triggers
• Support client relationships, operational matters, service provider coordination and governance activities across the Client Management team.

About you

We're interested in hearing from people who have:

• Tertiary qualifications in law, business, accounting or a related discipline
• At least three years of financial services experience
• Experience in an outsourced Responsible Entity model or with an investment manager would be valuable
• Experience with climate related financial disclosures, DDO reviews, TMD assessments or product governance information would also be highly regarded
• Strong knowledge of managed funds, fund documents and fund operations
• Demonstrated experience delivering complex regulatory or financial reporting change projects
• Strong project, stakeholder and relationship management skills
• The ability to interpret regulatory change and apply it within fund governance and compliance frameworks
• Strong analytical and written communication skills, with the judgement to challenge information, document conclusions and escal…
• Confidence working with investment managers, legal, risk, compliance, finance, data providers, auditors and other specialist stakeholders.

We love hearing from people who are inspired to shape the future with us.

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve. We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

Employee benefits

• We're committed to supporting hybrid working with our philosophy balancing business client and individual needs with 3 + days in modern recently renovated office
• Work from anywhere in Australia for up to one month each year
• An annual allowance to empower you to prioritise your personal wellbeing
• Study support and commitment to supporting professional development.