Governance and Oversight Associate – Perpetual Corporate Trust

• Build experience across advertising & marketing compliance, distribution oversight and DDO reporting
• Work closely with investment managers, distributors and risk and compliance specialists
• Apply your analytical skills to advertising, marketing and managed funds governance

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.

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 clients success.

About the Role

Join Perpetual Corporate Trust in a governance role supporting the consistent delivery of advertising, marketing and distribution oversight activities.

As Governance and Oversight Associate, you will provide accurate and efficient operational support across governance activities. Your work will focus on advertising and marketing reviews, material distributor oversight and Design and Distribution Obligations reporting.

Working with colleagues across Governance and Oversight, Transaction Management, Client Management, Legal, Risk and Compliance, you will also engage with investment managers, distributors and platform providers.

Key Responsibilities

• Review advertising and marketing materials against relevant regulatory requirements
• Check that marketing content aligns with investment managers’ strategies and DDO compliance requirements
• Support the delivery of the Distributor Management and Oversight Framework within required policy timeframes
• Issue and track material distributor questionnaires and follow up outstanding responses
• Conduct detailed reviews as part of the material distributor oversight process
• Prepare DDO analysis and reporting for management and the Board
• Maintain accurate records, trackers and supporting documentation.

About you

We’re interested in hearing from people who have:

• A degree in law, business, commerce or economics
• 1+ years experience in funds management, financial services, governance, compliance, risk, legal or a related environment.
• Knowledge of registered managed funds, distribution or compliance
• Exposure to managed investment schemes and their legal, regulatory, compliance and risk frameworks would be well regarded
• An understanding of financial services regulatory requirements, including DDO or similar governance frameworks, will be viewed favourably.
• Strong analytical and problem-solving skills, with the ability to interpret information, identify issues and maintain a high level of accuracy.
• Excellent written and verbal communication skills, with confidence engaging with internal and external stakeholders.

We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.

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. 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.

Employee benefits

• We’re committed to supporting hybrid working with our philosophy balancing business client and individual needs​ with 2 – 3 + days in modern recently renovated office​
• 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.

About Us

Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.

Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.

Trust is earned, every day.

We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.

Our People

Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients.

Our History

In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.

Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.