Job Description
Work with senior leaders across major financial institutions in a high-trust, peer-led environment
Enjoy up to six weeks of leave plus an annual wellbeing allowance to support your health and lifestyle
Hybrid working model with 2–3 work from home days
Modern, centrally located CBD offices with easy access to public transport
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.
A specialist business within the Corporate Trust division, Perpetual Roundtables provides confidential, data‑driven benchmarking and executive peer forums that help financial institutions compare performance, identify risk trends, and make better strategic decisions across lending, risk and collections.
The business operates thirteen quarterly Roundtables across Australia and New Zealand, covering a broad range of asset classes including;
Mortgages (bank, mutual and non‑bank)
Credit Cards
Personal Loans
Auto & Asset Finance
Commercial Lending
This is an exciting opportunity to join the Perpetual Roundtables team to play a key role in shaping how senior credit risk leaders across Australia and New Zealand benchmark emerging risks, respond to regulatory change, and share best practice.
About the Role
As Principal - Credit & Risk Industry Benchmarking you will be responsible for designing, leading, and delivering industry roundtables and benchmarking initiatives across credit risk, collections, and lending portfolios. The role combines subject matter leadership, external facilitation, analytics expertise, and senior stakeholder engagement, ensuring that member discussions are structured, evidence based, and aligned to emerging risks and industry requirements.
This role acts as the primary point of accountability for roundtable content, member engagement, and the translation of complex regulatory and data topics into practical, peer relevant insights, reporting into the Head of Roundtables.
The role requires some quarterly interstate travel as well as to New Zealand (planned well in advance) to facilitate industry roundtables, engage with stakeholders, and support benchmarking initiatives.
To learn more about the business, you can visit https://www.perpetual.com.au/corporate-trust/perpetual-roundtables/.
Key Responsibilities
Roundtable Leadership & Facilitation
Lead and facilitate multiple industry roundtables both in person and virtually.
Design quarterly agendas that balance structured benchmarking, definitional alignment, live polling, and open member discussion.
Chair meetings, manage time and discussion flow, and ensure all participants are able to contribute meaningfully.
Own the capture of actions, decisions, and insights, and drive documented follow ups through to closure
Member & Stakeholder Engagement
Serve as the primary relationship manager for senior member representatives across major financial institutions.
Conduct one-on-one meetings with members to gather feedback, clarify survey responses, and support participation.
Represent Perpetual as a trusted, credible facilitator in sensitive or complex industry discussions.
Lead in the development of new roundtables.
Benchmarking & Analytics
Own the end-to-end design and evolution of benchmarking frameworks to ensure outputs remain relevant, high quality, and discussion led, enabling clear peer comparison and decision making.
Lead the interpretation of data and synthesise it into meaningful, decision relevant insights.
Oversee collation of results and preparation of insights for presentation at subsequent roundtables.
Develop structured survey instruments (including vendor surveys, definitional alignment surveys, and scenario-based questions) to improve comparability and data quality.
About you
We’re interested in hearing from people who have:
10+ years’ experience within Financial Services
Demonstrated experience facilitating senior-level forums, including chairing discussions, managing time, and capturing actions and outcomes
Proven ability to build and maintain trusted relationships with executive stakeholders across multiple organisations, with confidence operating in confidential and sensitive discussions.
Subject-matter expertise across credit risk, collections, and lending portfolios, including awareness of emerging risks and relevant regulatory change (highly desirable)
Strong analytical skills with a track record of interpreting data, synthesising insights, and translating complex findings into practical, decision-relevant narratives for peers and leaders
High attention to detail and quality, including producing polished agendas, presentations and written outputs to agreed timelines.
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.
Employee benefits
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
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
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.
Enjoy up to six weeks of leave plus an annual wellbeing allowance to support your health and lifestyle
Hybrid working model with 2–3 work from home days
Modern, centrally located CBD offices with easy access to public transport
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.
A specialist business within the Corporate Trust division, Perpetual Roundtables provides confidential, data‑driven benchmarking and executive peer forums that help financial institutions compare performance, identify risk trends, and make better strategic decisions across lending, risk and collections.
The business operates thirteen quarterly Roundtables across Australia and New Zealand, covering a broad range of asset classes including;
Mortgages (bank, mutual and non‑bank)
Credit Cards
Personal Loans
Auto & Asset Finance
Commercial Lending
This is an exciting opportunity to join the Perpetual Roundtables team to play a key role in shaping how senior credit risk leaders across Australia and New Zealand benchmark emerging risks, respond to regulatory change, and share best practice.
About the Role
As Principal - Credit & Risk Industry Benchmarking you will be responsible for designing, leading, and delivering industry roundtables and benchmarking initiatives across credit risk, collections, and lending portfolios. The role combines subject matter leadership, external facilitation, analytics expertise, and senior stakeholder engagement, ensuring that member discussions are structured, evidence based, and aligned to emerging risks and industry requirements.
This role acts as the primary point of accountability for roundtable content, member engagement, and the translation of complex regulatory and data topics into practical, peer relevant insights, reporting into the Head of Roundtables.
The role requires some quarterly interstate travel as well as to New Zealand (planned well in advance) to facilitate industry roundtables, engage with stakeholders, and support benchmarking initiatives.
To learn more about the business, you can visit https://www.perpetual.com.au/corporate-trust/perpetual-roundtables/.
Key Responsibilities
Roundtable Leadership & Facilitation
Lead and facilitate multiple industry roundtables both in person and virtually.
Design quarterly agendas that balance structured benchmarking, definitional alignment, live polling, and open member discussion.
Chair meetings, manage time and discussion flow, and ensure all participants are able to contribute meaningfully.
Own the capture of actions, decisions, and insights, and drive documented follow ups through to closure
Member & Stakeholder Engagement
Serve as the primary relationship manager for senior member representatives across major financial institutions.
Conduct one-on-one meetings with members to gather feedback, clarify survey responses, and support participation.
Represent Perpetual as a trusted, credible facilitator in sensitive or complex industry discussions.
Lead in the development of new roundtables.
Benchmarking & Analytics
Own the end-to-end design and evolution of benchmarking frameworks to ensure outputs remain relevant, high quality, and discussion led, enabling clear peer comparison and decision making.
Lead the interpretation of data and synthesise it into meaningful, decision relevant insights.
Oversee collation of results and preparation of insights for presentation at subsequent roundtables.
Develop structured survey instruments (including vendor surveys, definitional alignment surveys, and scenario-based questions) to improve comparability and data quality.
About you
We’re interested in hearing from people who have:
10+ years’ experience within Financial Services
Demonstrated experience facilitating senior-level forums, including chairing discussions, managing time, and capturing actions and outcomes
Proven ability to build and maintain trusted relationships with executive stakeholders across multiple organisations, with confidence operating in confidential and sensitive discussions.
Subject-matter expertise across credit risk, collections, and lending portfolios, including awareness of emerging risks and relevant regulatory change (highly desirable)
Strong analytical skills with a track record of interpreting data, synthesising insights, and translating complex findings into practical, decision-relevant narratives for peers and leaders
High attention to detail and quality, including producing polished agendas, presentations and written outputs to agreed timelines.
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.
Employee benefits
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
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
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.
💡 Quick Summary
Seeking a career-building opportunity? The Principal – Credit & Risk Industry Benchmarking – Perpetual Digital position is now open for candidates interested in the Finance sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.