Fund Project and Compliance Manager – Perpetual Corporate Trust

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 escalate issues
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. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.
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.