Scheme Change Fund Compliance Manager – Perpetual Corporate Trust
Full job description
Perpetual Corporate Trust - Trustee of the Year for the past 9 years
More Time Off for What Matters: Enjoy up to 6 weeks of leave
Flexible Work Environment: Work where we work best – whether in the office or from home
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
This is an exciting opportunity to be part of Perpetual 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 client’s success.
Reporting to the Senior Manager Disclosure and Fund Compliance, as the Fund Compliance Manager, you will be responsible for working with the Responsible Entity (RE) Services Team to deliver superior governance, change management, project management, and client service for scheme amendments relating to the Responsible Entity business including but not limited to eg delistings/listings, new share classes, change in service providers, termination/wind up of schemes, registered to unregistered and vice versa, change in benchmark /investment objectives and strategy etc. The Fund Compliance Manager will build and maintain effective client relationships in a manner that complies with the law, scheme/trust documentation, regulatory framework, Perpetual policies and procedures and applicable industry practice to ensure superior client service.
About the Role
Work with the Responsible Entity Services Team to deliver high quality, exceptional and compliant scheme amendments and transactions
Facilitate the change management of scheme amendments and transactions within expected timeframes, scope and quality constraints
Work closely with the Senior Disclosure and Fund Compliance Manager and Client Management team to deliver high quality scheme amendments, transactions, contract negotiations and customer experience
Other specific day to day activities include:
Scheme change assessment and execution
Legal document negotiation
Board approvals
Project management of scheme amendments
Technical queries
SLA changes
Rollover of buy backs for listed schemes and other portfolio management activity
Manage incidents and events from Investment Managers.
About you
We’re looking for someone with:
Tertiary qualifications in law, business, accounting or other similar discipline
MUST have worked in financial services for at least 3 years and ideally have worked in an outsourced Responsible Entity model for at least 2 years
MUST have previous experience working in compliance for 2+ years preferably gained within investment management
Strong knowledge of the managed funds industry including fund documents and fund operations
Experience in presenting to the subsidiary boards and a very high level of written and verbal communication.
Project management experience is highly regarded, along with the ability to work in an agile environment
Ability to assess the impact of a change , drive and work through legal changes
Knowledge of core toolset (MS Office, MS Project)
Exceptional stakeholder management and influencing skills.
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.