Jobs at Perpetual

The Research & Engagement Analyst role focuses on sustainability and ESG research, alongside engaging with companies and stakeholders to enhance investment performance and societal impact.

The Senior Research Analyst will research external investment managers, contribute to multi-manager funds, and ensure top quartile performance for Income Alternatives and Fixed Income portfolios.

The Sustainability Manager at Perpetual will develop, implement, and measure sustainability strategies while ensuring compliance with ESG and RI standards.

As an Associate Financial Adviser, you will support senior advisers with client documentation, investment reporting, and client meetings while assisting in financial strategy development.

Provide legal advice and solutions to Perpetual Wealth Management, manage external counsel and outsourced litigation, review and negotiate legal matters with stakeholders, support trustee, Native Title and fiduciary matters, and monitor legal developments affecting the business.

Responsible for driving growth across NSW private wealth accounts by executing strategies, building relationships, and maintaining high account management standards.

The Senior Paraplanner provides compliant paraplanning services, supports advisers, prepares financial documents, and oversees junior staff while leading initiatives for efficiency.

The Paraplanner supports Advisors by generating tailored advice documents, preparing financial models, collaborating with team members, and ensuring compliance with regulations, enhancing client outcomes.

Senior Investment Operations Analyst responsible for maintaining portfolio and transaction data integrity, performing daily reconciliations, resolving trade and data exceptions, managing operational risk, supporting projects, and partnering with internal teams and external custodians and vendors.

The Product Disclosure Manager will coordinate the delivery of regulated disclosure documents, manage due diligence processes, and ensure compliance with legislation and frameworks while collaborating with stakeholders.

Support investment portfolios across asset classes by managing reconciliations, resolving exceptions, ensuring data accuracy, and identifying operational risks.

The Marketing Manager will plan and deliver events and webinars, handle logistics and stakeholder engagement, and analyze performance metrics while adhering to compliance processes.

The Associate will support Advisers by coordinating documentation, managing appointments, maintaining client records, and ensuring compliance while providing exceptional client service in a wealth management environment.

Manage quality and compliance in the Fordham Business Advisory practice, ensuring excellence in tax compliance, regulations, and policies.

The role involves leading and facilitating industry roundtables on credit risk, managing senior stakeholder relationships, and delivering data-driven insights for financial institutions.

The Compliance Manager will design and implement risk and compliance activities, support regulatory change, enhance compliance policies, and work closely with stakeholders to ensure effective governance and compliance monitoring.

The role involves designing, building, and operating cloud solutions on Microsoft Azure, ensuring alignment with security standards and business strategies, while providing L2/L3 support and automation using DevOps practices.

Manage product risk and compliance for Perpetual Wealth Management: implement frameworks, ensure regulatory/product compliance, conduct regulatory and risk assessments, maintain Modern Slavery Framework, and develop mitigation strategies.