Junior Securitisation Trust Analyst - Perpetual Corporate Trust

Perpetual Limited; Sydney; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid working arrangements

Work from anywhere in Australia up to

one month per year

Job summary

Perpetual Group's Trust Management team in Sydney is looking for a Junior Securitisation Trust Analyst to support delivery of trust management services to Australia's securitisation market.

You'll work closely with clients, investors and transaction stakeholders, preparing trust calculations, reconciling accounts and monitoring covenants. This role offers hybrid working arrangements and opportunities to develop technical expertise within an experienced team.

Qualifications

• A tertiary qualification in business, accounting, economics, finance or a related discipline.
• Experience within Financial Services is highly regarded.
• Interest in securitisation and trust manager responsibilities.
• Strong client relationship management and service delivery.
• Advanced Excel skills with data and financial information.
• Strong written and verbal communication and stakeholder relationships.
• Curious mindset and willingness to learn.

Responsibilities

• Prepare trust calculations, reporting, and transaction notices in line with trust documentation.
• Complete and maintain bank account and trust reconciliations.
• Review and process settlement requests to support funding.
• Monitor covenants, portfolio parameters, and trigger events.
• Respond to client and investor enquiries professionally.
• Support management of aged debtors and accruals.
• Contribute to continuous improvement initiatives.

Skills

Advanced Excel

Client relationship management

Stakeholder engagement

Attention to detail

Problem-solving

Education

Business, Accounting, Economics or Finance degree

Tools

Excel

Job description

• Build hands on experience across complex securitisation transactions and trust structures.
• Work closely with clients, investors and industry stakeholders in a specialist market.
• Develop technical financial services expertise within an experienced Trust Management team.

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.

About the Role

Join our Trust Management team and support the delivery of trust management services to Australia's securitisation market. This role offers the opportunity to build technical expertise while working with a diverse portfolio of clients, investors and transaction stakeholders.

As a Junior Securitisation Trust Analyst, you'll help ensure trust management activities are delivered accurately, on time and in line with contractual obligations. You'll work closely with experienced colleagues, contribute to client outcomes and identify opportunities to improve processes and efficiencies across the team.

Key Responsibilities

As a Junior Securitisation Trust Analyst at Perpetual Corporate Trust, you will:

• Prepare trust calculations, reporting, payment instructions and transaction notices in line with trust documentation.
• Complete and maintain bank account and trust reconciliations.
• Review and process settlement requests and payment instructions to support funding activities.
• Monitor trust covenants, portfolio parameters and trigger events across client transactions.
• Respond to client and investor enquiries in a timely and professional manner.
• Support the management of aged debtors and accruals.
• Contribute to continuous improvement initiatives and support the team's operational goals

About you

We're interested in hearing from people who are proactive, detail-oriented and enjoy working in a collaborative environment. You'll be comfortable managing competing priorities, building strong stakeholder relationships and approaching challenges with a practical, solutions-focused mindset.

Your background may include:

• A tertiary qualification in business, accounting, economics, finance or a related discipline
• Experience within Financial Services, which will be highly regarded
• An interest in building a career within securitisation, or existing exposure to the securitisation industry
• An understanding of securitisation structures and trust manager responsibilities, which will be highly regarded
• Strong client relationship management skills and a commitment to delivering excellent service
• Advanced Excel skills and confidence working with data and financial information
• Strong written and verbal communication skills, with the ability to build effective relationships across a range of stakeholders
• A curious mindset, strong problem-solving skills and a willingness to learn new concepts and take on new challenges.

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 2 - 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.