Jobs at Perpetual

Define and document business requirements and user stories for digital products (TFI platform), liaise between product, tech and business teams, prioritise features, support UAT, analyse workflows and product performance, and drive customer-experience and process improvements for securitisation and treasury solutions.

Support Financial Advisers by participating in client meetings, managing documentation, preparing financial strategies, and ensuring compliance with corporate regulations. Oversee client accounts and coordinate implementations of advice recommendations while maintaining operational processes.

Manage investment operations and implement changes within Perpetual Wealth Management, oversee the investment implementation team, and ensure project milestones are met during organizational separation.

Support end-to-end product lifecycle for asset management funds: implement product changes, maintain product processes and data, assist with governance, regulatory and board reporting, prepare product documentation, and collaborate with stakeholders to deliver product enhancements.

Support senior advisers by managing end-to-end client engagement for high-net-worth, NFP and First Nations clients. Coordinate meetings, prepare fact-finds and strategy materials, maintain records, ensure compliance, monitor actions and timelines, and deliver exceptional client service while contributing to process improvements.

Lead the design and delivery of secure, modern workplace solutions using Microsoft technologies and mentor junior team members. Responsible for developing designs, delivering solutions, and managing L3 support.

As a Paraplanner, you will support Advisors by generating tailored advice documents, conducting financial calculations, and collaborating with the team to enhance client outcomes.

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

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

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.

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.

Provide client-focused trustee and fund administration support within the Responsible Entity team: process payments, maintain scheme documents, manage billing/debtors, ensure compliance for allocated funds, perform data entry in Client Connect, and build operational relationships while supporting Client Service Managers and meeting regulatory and operational requirements.

Support portfolio managers by analysing corporate issuers, producing credit reviews and briefs, updating credit opinions, attending issuer meetings, and informing portfolio decisions through financial statement and ratings analysis.

Partner with senior leaders in Asset Management to design and deliver end-to-end HR solutions across the employee lifecycle. Provide coaching on performance, engagement and employee relations; support talent, succession, remuneration and development; lead people programs, contribute to firmwide P&C initiatives, mentor junior team members, and build stakeholder relationships.

The Senior Paraplanner provides paraplanning services and strategic advice support, generates tailored documents, coaches junior members, and prepares financial analyses.

Provide compliant paraplanning services and strategic advice support to Advisers, while coaching junior team members and optimizing internal processes.

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.

Support senior leaders with administrative tasks, manage schedules, coordinate meetings, and maintain efficient operations in a fast-paced environment.

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.

The Fund Operations Analyst supports fund operations including oversight of service providers, managing day-to-day responsibilities, and assisting with regulatory filings and reporting.