Securitisation Deal Analyst – Perpetual Digital
Locations: Sydney
Time Type: Full time
Posted on: Posted Yesterday
Job Requisition ID: R7501
More Time Off for What Matters: Enjoy up to 6 weeks of leave
Flexible Work Environment: Work where we work best – whether in the office or from home
Join Perpetual Corporate Trusts Innovation Company: One of Australia's leading Institutional Fiduciary and Digital Solutions providers
About the role:
An exciting opportunity to be part of the wider Perpetual Digital and Securitisation Deal Analyst.
As Securitisation Deal Analyst, you will be responsible for providing superior client and technical expertise on the onboarding of new Trust Management clients through:
Pitching to prospective clients
Building and delivering complex financial cashflow models
Legal documentation review
Operationalisation design of procedures and processes
Providing ongoing technical advice and support
Key Responsibilities:
In conjunction with Corporate Trust Sales, present Trust Management Services to prospective clients and own client relationships
Review Transaction Documents and/or all legal documentation
Build Excel-based Cash Flow Models per model framework
Design, develop and implement operational procedures and processes
Conduct periodic Cash Flow Model Audits/Reviews for all new clients
Build VBA Cash Flow Models for all new Trust Management clients
Build and maintain client relationships with all stakeholders
Actively manage an allocated portfolio of securitisation Trust Management clients
Assist the Head of Trust Management in delivering key projects and objectives
Respond and manage all client and investor queries
Risk Management – Maintain an appropriate quality assurance and risk management framework
About you:
Relevant tertiary education (business/economics or finance degree)
Qualified CA/CPA/CFA or currently pursuing (highly desirable)
Minimum of 3-5 years' work experience within Securitisation
Previous experience working with Cash Flow and VBA Cash Flow Models (highly desirable)
Advanced skills in Microsoft Excel (modelling experience) including VBA, SQL (desirable)
Excellent client management skills and experience with strong communication and presentation skills
Ability to manage time effectively, work independently, handle multiple issues at once and adhere to strict deadlines
Strong problem-solving skills and technical mindset
Risk management focus
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
Access to LinkedIn learning, study support and commitment to supporting professional development
Diversity and inclusion:
WGEA Employer of Choice for gender equality since 2018
Strong commitment to all aspects of Diversity and Inclusion
We support over 50 First Nations Communities, helping to secure the communities' future
We're committed to creating an inclusive workplace where diversity is celebrated.
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