Senior Manager/Manager Data Analytics – Perpetual Wealth Management
7 days ago
Work where we work best - Hybrid office/work-from-home environment
Great exposure to very tricky and tangled separation of finance systems
This is a Max term contract role until the 28th of February 2025
The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.
About the role
Following the completion of a comprehensive Strategic Review, on Wednesday 8 May it was announced that Perpetual Limited would become a standalone Asset Management business. As a result, Perpetual has entered into an agreement with an affiliate of Kohlberg Kravis Roberts & Co. L.P. (together with its affiliates, “KKR”) who will acquire 100% of the Corporate Trust and Wealth Management businesses.
As the Senior Manager/ Manager Data Analytics within our Separation Management Office, the role will be supporting Perpetual Wealth Management, and you will:
Support and assist the PP Finance teams with Separation Programme activities. (including but not limited to the finance data analytics technical function, including developing a core suite of Business Intelligence tools)
Import data from transactional systems and other data sources into TM1 cubes. You will be ensuring the stability, accuracy & integrity of related, pipes, feeds, macro’s connected to the general ledger Computron, Finance data mart (FDM business object) and other internal and external applications that require consolidation
Development of analytics tools and data visualizations to be used by Finance and the business, including Group Executives
Design and management of core suite of reports/dashboards (creating an automated self-service catalogue of reports)
Work closely with cross-functional teams, including business partners and key stakeholders across the business.
About you
10 years financial services industry experience with expert knowledge of core finance & operational systems
Relevant Finance/IT/Math's degree or significant experience within profession
5 years’ experience as a TM1 developer with experience in creating cubes and writing processes
Ability to work with large and complex data from a variety of sources across numerous database platforms.
Advanced knowledge of databases such as SQL Server, Azure, Business Objects and TM1 and SQL/VBA/ODBC data extraction and manipulation skills
Experience with visual reporting tools such as PowerBI, Qlik, Tableau.
How we work
Our unique culture is underpinned by our three organisational behaviors, 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.
Access to LinkedIn learning, study support and commitment to supporting professional development.
Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with Jawun.
Diversity and inclusion
WGEA Employer of Choice for gender equality since 2018.
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 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.
We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.
Behaviours
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.
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
Access to LinkedIn learning, study support and commitment to supporting professional development
Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with Jawun
Diversity and inclusion
WGEA Employer of Choice for gender equality since 2018
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 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.
We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.
-
Sydney, Australia Perpetual Full timeWork where we work best - Hybrid office/work-from-home environment Great exposure to very tricky and tangled separation of finance systems This is a Max term contract role until the 28th of February 2025 The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial...
-
Compliance Manager, Perpetual Wealth Management
2 weeks ago
Sydney, New South Wales, Australia Perpetual Limited Full timeCompliance Manager, Perpetual Wealth Management page is loaded Compliance Manager, Perpetual Wealth Management Apply locations Sydney time type Full time posted on Posted 3 Days Ago job requisition id R6869 The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and...
-
Compliance Manager, Perpetual Wealth Management
2 weeks ago
Sydney, Australia Perpetual Full timeThe wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general...
-
Compliance Manager, Perpetual Wealth Management
3 weeks ago
Sydney, Australia Perpetual Limited Full timeThe wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment,...
-
Compliance Manager, Perpetual Wealth Management
3 weeks ago
Sydney, Australia Perpetual Full timeThe wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general...
-
Compliance Manager, Perpetual Wealth Management
2 weeks ago
Sydney, New South Wales, Australia Perpetual Limited Full timeThe wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment,...
-
Sydney, New South Wales, Australia Perpetual Limited Full timeMore time off for the things that matter - Up to 6 weeks' leave Work where we work best - Hybrid office/work-from-home environment The wealth management business consists of Perpetual Private and three other distinct specialist businesses offering a unique mix of wealth management, advice and trustee services to individuals, families, businesses,...
-
Sydney, Australia Perpetual Full timeAt Perpetual you will be part of creating enduring prosperity Based in Sydney CBD | Hybrid working arrangement. Be challenged and supported to grow. The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth...
-
Personal Assistant, Perpetual Wealth Management
3 weeks ago
Sydney, Australia Perpetual Full timeAt Perpetual you will be part of creating enduring prosperity Based in Sydney CBD | Hybrid working arrangement. Be challenged and supported to grow.The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice...
-
Sydney, Australia Perpetual Full timePerpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all Managed Accounts (MA) and intermediary investment advice offer marketing requirements, including developing brand presence and providing consistent messaging across all client communications.As a Marketing Manager you will...
-
Personal Assistant, Perpetual Wealth Management
3 weeks ago
Sydney, Australia Perpetual Limited Full timeAt Perpetual you will be part of creating enduring prosperity- Based in Sydney CBD | Hybrid working arrangement.- Be challenged and supported to grow. - The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management,...
-
Compliance Manager, Perpetual Wealth Management
2 weeks ago
Sydney, New South Wales, Australia eFinancialCareers Ltd. Full timeCompliance Manager, Perpetual Wealth Management Compliance Manager, Perpetual Wealth Management Perpetual Sydney, Australia Compliance Manager, Perpetual Wealth Management Perpetual Sydney, Australia Posted 1 day ago Permanent Competitive Compliance Manager, Perpetual Wealth Management The wealth management business consists of three distinct brands in...
-
Personal Assistant, Perpetual Wealth Management
2 weeks ago
Sydney, New South Wales, Australia Perpetual Limited Full timeAt Perpetual you will be part of creating enduring prosperity- Based in Sydney CBD | Hybrid working arrangement.- Be challenged and supported to grow. The wealth management business consists of three distinct brands in addition to Perpetual Private Fordham, Jacaranda financial planning and Priority Life offering a unique mix of wealth management, advice and...
-
Sydney, Australia Perpetual Full timePerpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all Managed Accounts (MA) and intermediary investment advice offer marketing requirements, including developing brand presence and providing consistent messaging across all client communications. As a Marketing Manager you...
-
Marketing Manager Investments, Perpetual Wealth
3 weeks ago
Sydney, Australia Perpetual Limited Full timePerpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all Managed Accounts (MA) and intermediary investment advice offer marketing requirements, including developing brand presence and providing consistent messaging across all client communications. - As a Marketing Manager you...
-
Compliance Manager, Wealth Management
2 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeThe wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general...
-
Marketing Manager Investments, Perpetual Wealth
2 weeks ago
Sydney, New South Wales, Australia Perpetual Limited Full timePerpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all Managed Accounts (MA) and intermediary investment advice offer marketing requirements, including developing brand presence and providing consistent messaging across all client communications. As a Marketing Manager you will...
-
Client Manager, Wholesale Trustee
1 week ago
Sydney, Australia Perpetual Limited Full time12 Month Maternity Leave Cover- Work where we work best - Hybrid office/work-from-home environment- Opportunity to work in a team servicing high profile international institutional clients Our corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It...
-
Sydney, Australia Perpetual Full timeMore time off for the things that matter - Up to 6 weeks’ leaveWork where we work best - Hybrid office/work-from-home environmentAttractive Salary package and benefits About the businessThe wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a...
-
Senior Financial Adviser, Wealth Management
2 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeMore time off for the things that matter - Up to 6 weeks' leave Work where we work best - Hybrid office/work-from-home environment The wealth management business consists of Perpetual Private and three other distinct specialist businesses offering a unique mix of wealth management, advice and trustee services to individuals, families, businesses,...
