Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Fund Project and Compliance Manager – Perpetual Corporate Trust role.
Rezi rewrites your resume against Perpetual Limited's job description. Free.
Tailor your resume to this Fund Project and Compliance Manager – Perpetual Corporate Trust role.
Rezi rewrites your resume against Perpetual Limited's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Fund Project and Compliance Manager – Perpetual Corporate Trust posting at Perpetual Limited — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Fund Project and Compliance Manager – Perpetual Corporate Trust posting at Perpetual Limited — free, in seconds.
About the Role
Join Perpetual Corporate Trust in a role combining fund compliance, regulatory project delivery, and client service. You will coordinate complex change initiatives, ensuring strong governance, compliance, and client outcomes, with a major focus on coordinating mandatory climate reporting changes.
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.
- Analyze 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.
Requirements
- 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 is valuable.
- Experience with climate-related financial disclosures, DDO reviews, TMD assessments, or product governance information is 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.
- Ability to interpret regulatory change and apply it within fund governance and compliance frameworks.
- Strong analytical and written communication skills, with the judgment to challenge information, document conclusions, and escalate issues.
- Confidence working with investment managers, legal, risk, compliance, finance, data providers, auditors, and other specialist stakeholders.
Skills
- Fund governance
- Regulatory projects
- Client engagement
- Climate reporting
- Risk assessment
- Data analysis
- Disclosure management
- Assurance activities
- Stakeholder management
- Project management
- Relationship management
- Analytical skills
- Written communication
Location
- Sydney CBD
Work Type
- Hybrid
Experience Level
- At least three years of financial services experience
Education Level
- Tertiary qualifications in law, business, accounting or a related discipline
Benefits
- Hybrid working with 3+ days in the office
- Work from anywhere in Australia for up to one month each year
- Annual allowance for personal wellbeing
- Study support
- Commitment to supporting professional development
About the Company
- Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia.
- It consists of 11 leading brands across three distinct businesses: Asset Management, Wealth Management, and Corporate Trust.
- Perpetual Corporate Trust (PCT) is a specialist business within Perpetual Group, a leading fiduciary, custody, and digital business in Australia with operations in Singapore.
- PCT provides 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 PCT's corporate strength, commercial approach, risk and compliance practices, expertise, and service excellence in debt markets, managed funds, and digital solutions to enable client success.
Equal Opportunity
- 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.