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Associate, Governance and Oversight – Corporate Trust Services

2 months ago


Sydney, New South Wales, Australia Perpetual Full time

Contract Duration: 12 Month Max Term Contract

Role Overview: As an Associate in the Governance and Oversight team within Managed Fund Services, you will play a crucial role in ensuring effective risk management and operational integrity.

Key Responsibilities:

  • Support the completion of enhanced testing initiatives across critical risk domains to evaluate potential risks and identify areas for improvement in service provider systems and controls.
  • Analyze questionnaires from Service Provider Monitoring reviews pertaining to our Investment Managers, Custodians, and Administrators to assess risk exposures and ensure compliance with Perpetual's Risk Appetite.
  • Conduct daily reviews of systems and manage ongoing questionnaires, ensuring timely follow-up with providers to address outstanding items.
  • Assist in preparing reports for Management, the Governance, Risk and Compliance Committee, and the Board regarding identified risks and the actions taken by service providers or Responsible Entities/Trustees to mitigate those risks.
  • Engage in the discovery and investigation of incidents or breaches attributed to service providers.
  • Develop and maintain a comprehensive understanding of Perpetual's requirements, risk appetite, managed funds, and service provider landscape.
  • Foster effective relationships with service providers and internal stakeholders to enhance collaboration.
  • Act in alignment with Perpetual's core values and objectives.
  • Participate in ad-hoc projects as needed.

Candidate Profile:

  • A degree in Law, Business, Accounting, or Economics is required.
  • A minimum of 1 year of experience in Financial Services, particularly in managed funds, investment management, or third-party oversight. Ideal for candidates with backgrounds in compliance, risk, audit, or operational roles.
  • A solid understanding of service provider operations for managed investment schemes, along with knowledge of the legal, regulatory, compliance, and risk frameworks governing these schemes.
  • Previous project management experience is highly desirable.
  • Exceptional communication and stakeholder management skills.
  • Ability to effectively manage and prioritize multiple tasks.

Organizational Culture: Our culture is driven by three core behaviors: Stretch, Own it, and Make an impact.

Employee Benefits:

  • Work remotely from anywhere in Australia for up to one month each year.
  • An annual allowance dedicated to promoting personal wellbeing.
  • Access to LinkedIn Learning, study support, and a commitment to professional development.
  • Opportunity to lend expertise and support Indigenous organizations through a six-week secondment with Jawun.

Diversity and Inclusion Commitment:

  • Recognized as a WGEA Employer of Choice for gender equality since 2018.
  • Strong dedication to diversity and inclusion through a comprehensive 7-pillar strategy.
  • A growing number of employee-led networks focused on raising awareness and driving change.
  • Support for over 50 Indigenous communities through Native Title Trusts, aiding in securing their future.

We are committed to fostering an inclusive workplace where diversity is celebrated and welcome applications from individuals of all backgrounds and communities. Our goal is to create an environment that empowers you to thrive, regardless of your circumstances.