12
-
month
maximum
-term contract
covering parental leave
Base yourself in our
state of the art
, central Sydney office
Fantastic opportunity to develop your
career working with
PWM at this exciting time of change.
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
Perpetual Wealth Management
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
The Investment Implementation Manager sits within the Perpetual Wealth Management Investments Team
, acting as a
subject matter expert
(SME)
in investment operations and implementation
, and delivering investment
-related projects
as we undergo a
period of
significant transformation
due to the
separat
ion of
Perpetual Wealth Management
(PWM)
from Perp
etual Limited.
This role also
retains
leadership accountability for the Investment Implementation team
, who
are responsible for
implementing investment changes, producing investment reporting, and supporting the day-to-day operational management of
the Perpetual Private Funds.
This role is offered as a 12-month maximum-term contract, covering parental leave.
You'll
:




Be a key contributor to the delivery of project plans and milestones
, for investment related separation activities, including Responsible Entity change activities and
operational readiness for
separation
.
Be a SME
for investment operational input into separation governance forums and working groups
.
Maintain the execution and tracking of required investment documentation, agreements and approvals linked to separation activities
.
Investment Implementation team management and oversight
including
:
Imple
mentation of
approved investment changes across funds, model
portfolios
and approved product lists.
Investment reporting and monitoring.
Day-to-day operational support for
F
unds.
End-to
-end project management
of investment change implementation.
Ongoing liaison with custodians, registry, fund
accounting
and outsourced service providers on investment operations matters.
Production and coordination of relevant investment committee and board materials, and maintenance of key investment documentation.
About You
We're
looking for someone with:
An appropriate undergraduate
degree (commerce, economics, business, finance
etc.
)
.
At least 5 years of experience in financial services,
preferably in investment or product related roles
.
Investment experience across traditional and alternative asset classes
, public and private markets is desirable, as is experience in Investment Administration or Custody.




Experience working in advice groups, dealerships
or private
banks will be highly regarded
, as will experience working with product teams and investment product structures
.
Ideally you will
have an understanding of
the advice process and client focus
.
Strong project management skills, and experience managing multiple tasks
, project planning and delivering to deadlines
.
Experience in re
designing and improving work process and workflow.
Strong stakeholder management skills, with the ability to work
competently
across multiple teams and business units
.
Excellent communication and presentation skills with confidence
presenting to senior management,
executives
and board members.
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.
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
Study support and commitment to supporting career development
Diversity and inclusion
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 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
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
.

📌 Investment Implementation Manager (Sydney)
🏢 Perpetual
📍 Sydney