About the Role
Perpetual Digital, Perpetual Corporate Trust (PCT) innovation company, is seeking a Consultant, Platform - Perpetual Digital. Reporting to the Senior Platform Consultant, the role is responsible for onboarding clients onto Perpetual Digital's platform product suite (Trust Management) including systems integration, overall performance, and delivering a great client experience.
You'll work directly with clients and internal teams to ensure seamless integration, deliver a great client experience, and support continuous product and process improvement. In addition your responsibilities may include:
- Lead and manage client onboarding projects from initiation to completion
- Analyse client data and legal documents to configure Excel trust models in our digital platform
- Identify and resolve data gaps to ensure accurate system setup
- Develop expertise in trust management processes and asset data templates (RMBS, CMBS, AUTO)
- Understand current data templates for various reports, including RBA, ODIN and ESMA reporting
- Interpret client data, recommend validation rules, and improve data integrity
- Escalate issues and prepare onboarding status reports
- Deliver seamless client onboarding and enhance the client experience
- Gather client feedback, support user testing, and coordinate handover to BAU
- Contribute to product innovation, process improvement, and documentation
- Participate in product design, testing, and requirements gathering sessions
- Prepare user guides, status reports, and internal process documentation
About you
We're looking for someone with:
- Tertiary qualification in Statistics, Mathematics, Economics, Finance or other relevant numerate degree
- 2+ years' experience in Securitisation, Trust Management or Treasury with strong existing relationships within the securitisation market
- Very strong communications skills to engage with internal and external stakeholders in the business, ranging from Analysts to Senior Management
- Solid understanding of business needs and focusing on customers beyond the technical outputs and reports
- Demonstrated strong problem-solving skills
- Ability to influence stakeholder with diverse points of view
- Ability to handle multiple competing priorities in a fast-paced environment
- Strong organisational skills and able to apply a methodical, considered approach to developing onboarding plans and working with clients during this phase
- Intermediate skills in Excel, demonstrating an ability to analyse data quickly and draw conclusions
- Effective communication skills; clear, concise and focused verbal and written communications
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 professional development
Diversity and inclusion
- Robust 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.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Analyst
Industries
- Capital Markets
- Funds and Trusts
- Investment Management
#J-18808-Ljbffr
📌 Consultant, Platform - Perpetual Digital
🏢 Perpetual
📍 Maitland