Manager, Agency

This is a Manager, Agency & Trustee – Perpetual Corporate Trust role with Perpetual Limited based in Sydney, NSW, AU
== Perpetual Limited ==

Role Seniority - mid level

More about the Manager, Agency & Trustee – Perpetual Corporate Trust role at Perpetual Limited

• More Time Off for What Matters: Enjoy up to 6 weeks of leave

• Flexible Work Environment: We offer hybrid working arrangements to ensure work-life balance

• Be part of a brand that's been named Trustee of the Year 9 years running

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.  

Join Leading Debt Market Services Division Team at Perpetual Corporate Trust (PCT)

This is an exciting opportunity to become part of the Debt Market Services Division within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. PCT is a market leader in fiduciary, custody, and digital solutions, with a strong presence in Australia and Singapore.   We offer a unique suite of products designed to help our clients and the broader financial industry operate more effectively, efficiently, and securely. Our solutions address growing cybersecurity challenges while ensuring robust compliance. Domestic and global financial institutions rely on our corporate strength, commercial acumen, and deep expertise across debt markets, managed funds, and digital platforms. At PCT, we're committed to service excellence and enabling client success through innovation and integrity.

About the Role

As a Manager, Agency & Trustee, you will:

• Performing regular financial statement analysis to apply RG69 benchmarks, assessing business activities and performance of clients in portfolio.

• Develop action plans - consider monitoring requirements of portfolio clients and perform monthly, quarterly, biannual and annual reviews as required.

• Develop and maintain appropriate client management and continuous improvement strategies including policy & procedural simplification.

• Preparation of board and division committee papers.

• Preparation and maintenance of internal revenue forecasts for client portfolio.

About you

This role is a rare and excellent opportunity for a first mover (big 4 or mid-tier) to step into a highly analytical role and we are also interested in hearing from people who have:

• Minimum of 3 years work experience with exposure to debt markets or financial services industry, ideally working in insolvency, audit, business services or financial institution

• CPA or Chartered Accountant  (highly desirable)

• Experience with financial statement analysis (P&L, balance sheet, cash flow)

• Advanced Excel skills (pivots, v-lookups, complex formulas, VBA)

• Strong knowledge of the Australian debt capital markets and ongoing regulatory developments

• Strong problem-solving skills and technical mindset.

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.

Before we jump into the responsibilities of the role. No matter what you come in knowing, you'll be learning new things all the time and the Perpetual Limited team will be there to support your growth.

Please consider applying even if you don't meet 100% of what's outlined

Key Responsibilities

• Performing financial statement analysis
• Developing action plans
• Preparing board papers

Key Strengths

• Financial statement analysis
• Advanced Excel skills
• Knowledge of debt capital markets
• CPA or Chartered Accountant
• Problem-solving skills
• Experience in financial services

Why Perpetual Limited is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that's right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with Perpetual Limited not with Hatch.

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