Senior Disclosure Manager – Investor Docs & Compliance

Perpetual

Sydney

Hybrid

AUD 120,000 - 180,000

Full time

5 days ago
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Benefits offered by this job

Hybrid working (3 days in office)
Work from anywhere in Australia up to
Annual wellbeing allowance
Study support and professional dev.

Job summary

Perpetual Corporate Trust in Sydney is seeking a Senior Disclosure Manager to own the disclosure framework for a portfolio of Responsible Entity clients, collaborating with investment managers, legal advisers and senior stakeholders. You will also identify process improvements and contribute to team capability and development.

You will lead the delivery of PDSs, TMDs and Information Memorandums, ensure regulatory compliance, coach a Disclosure Manager and build trusted relationships to drive

Qualifications

  • Lead the delivery of PDS, TMDs, IMs and related investor documents.
  • Ensure documents are accurate, compliant and regulatory-aligned.
  • Provide guidance to a Disclosure Manager and support team capability.
  • Experience with PDS, AIBs, TMDs and Information Memorandums preferred.

Responsibilities

  • Lead the delivery of PDSs, TMDs, IMs for managed fund clients.
  • Partner with investment managers, client management and change teams.
  • Build relationships with internal and external stakeholders to drive outcomes.
  • Keep disclosure documents compliant and up-to-date with regulations.

Skills

Regulatory compliance
Attention to detail
Stakeholder management
Communication skills
Leadership / coaching

Education

Tertiary qualifications in law, business or accounting

Job description

Perpetual Corporate Trust in Sydney is seeking a Senior Disclosure Manager to own the disclosure framework for a portfolio of Responsible Entity clients, collaborating with investment managers, legal advisers and senior stakeholders. You will also identify process improvements and contribute to team capability and development.

You will lead the delivery of PDSs, TMDs and Information Memorandums, ensure regulatory compliance, coach a Disclosure Manager and build trusted relationships to drive

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