Stuart Paterson
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Stuart Paterson Email & Phone Number

Investment Operations ~ Masters Athlete at Perpetual Limited
Location: Greater Sydney Area, Australia, Australia 6 work roles 5 schools
1 work email found @bigpond.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Role
Investment Operations ~ Masters Athlete
Location
Greater Sydney Area, Australia, Australia
Company size

Who is Stuart Paterson? Overview

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Quick answer

Stuart Paterson is listed as Investment Operations ~ Masters Athlete at Perpetual Limited, a company with 988 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at bigpond.com and a matched LinkedIn profile for Stuart Paterson.

Stuart Paterson previously worked as Operations Analyst at Perpetual Limited and Quality Manager at Allied Data Systems. Stuart Paterson holds Bachelor Commerce (Accounting), Economics, Accounting from The University Of Birmingham.

Company email context

Email format at Perpetual Limited

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{first}{last}@bigpond.com
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Profile bio

About Stuart Paterson

I am a highly skilled and qualified middle office professional with significant experience in Funds Management, Investment Administration and Project Management. This operational capability includes portfolio compliance, regulatory compliance, monitoring and adjusting Australian and International equity funds and alternative investment products such as long/short, leveraged and unlisted products (such as infrastructure and direct property). With a strong desire to improve processes and procedures, I am focused on developing solutions and the implementation of these solutions. As an advocate of doing things the right way, I believe it necessary to have proper checks and balances. Other strengths include being highly numerate, logical and organised with very close attention to detail.Away from the office I enjoy travelling, photography and bush walking. Life-work balance is important.

Listed skills include Project Management, Equities, Middle Office, Asset Managment, and 34 others.

Current workplace

Stuart Paterson's current company

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Perpetual Limited
Perpetual Limited
Investment Operations ~ Masters Athlete
australia
Employees
988
AeroLeads page
6 roles · 40 years

Stuart Paterson work experience

A career timeline built from the work history available for this profile.

Operations Analyst

Current

Sydney

Fourth time at Perpetual. This time to assist the investment operations team with several projects, primarily to do with substantial reporting and transition to a new custodian.

Nov 2020 - Present

Quality Manager

Current

Sydney, Australia

Part time position managing quality system under ISO 9001. Also looking after conflict minerals and anti human trafficking declarations.

Nov 2015 - Present

Portfolio Compliance Analyst

Sydney

Third time at Perpetual. This time to cover investment compliance while someone was on extended leave plus ad hoc projects.

Jan 2019 - May 2019

Portfolio Specialist/Portfolio Coordinator

Sydney CBD

  • As Portfolio SpecialistResponsible for management all performance reporting and client reporting (monthly, quarterly and annually). This included dealing with European, regional and domestic clients on the production.
  • Analysis of attribution reports to assist the investment and research teams in understanding the drivers of portfolio performance.
  • Contributed to AML / KYC Program as required.
  • As Portfolio Coordinator was a member of the Investment Team focusing on the implementation and efficient management of all portfolios, with direct reporting to the Chief Investment Officer.
  • Reviewed and monitored regulatory requirements and developed a body of execution knowledge for all major and mid-tier equity markets in the Asia Pacific ex Japan region.
  • Co-responsibility for Hedge Fund portfolios to ensure that all legal and regulatory obligations were fulfilled.
Dec 2007 - May 2012

Assistant Manager, Investment Administration

  • Responsible for the management of the investment administration team that supported all asset management teams. Responsible for ensuring compliance with investment strategies and also other requirements contained in.
  • Project managed the structural implementation and the operational set up of investment mandates and investment Funds such as long-short, geared, international geared, capital protected, infrastructure, direct property.
  • Supported the day-to-day management of alternative funds such as organising trades due to cash and market movements.
  • Reviewed transactions for Funds containing unlisted assets. This review related specifically to the inter-funding requirements, and allowed for the development of workflows to decrease the occurrence of errors and.
  • Controlled and funded the flow of distribution monies to investors which involved organising trades both on and off market.
  • Day-to-day relationship manager of outsourced administration provider and key operational relationship manager with Prime Broker. Large involvement in setting service level agreements.
2002 - 2007 ~5 yrs

Manager Investment Administration

Rothschild Australia Asset Management
  • Responsible for portfolio administration and also for all modifications necessary to systems and processes as a result of any market or legislative changes. That involved building a team and all aspects of their.
  • Designed and implemented AAS25 reporting for Superannuation portfolios, portfolio modelling, order tracking system and a performance measurement module.
  • Developed and implemented a capital gains tax module, and presented this to clients.
  • Initiated an on-line guideline and compliance checking system, an automated unit price (bid/offer) calculation using spreadsheets and weekly Compliance Meetings with portfolio managers.
  • Re-engineered management reporting including fee invoicing and Funds under Management figures.
  • Co-ordinated and transitioned new clients including negotiation of management agreements.
1986 - 1996 ~10 yrs
Team & coworkers

Colleagues at Perpetual Limited

Other employees you can reach at perpetual.com.au. View company contacts for 988 employees →

5 education records

Stuart Paterson education

Bachelor Commerce (Accounting), Economics, Accounting

Activities and Societies: Track and Field, Cross Country, Mountaineering, Hall of Residence Committee, Student Union Events Committee

Graduate Diploma Of Finance, Fellow

Finsia

Cpa

Certified Practising Accountants Australia

A Levels, Economics, German, Mathematics

The Skinners School, Tunbridge Wells

Activities and Societies: Track and Field, Cross Country, Language Society

FAQ

Frequently asked questions about Stuart Paterson

Quick answers generated from the profile data available on this page.

What company does Stuart Paterson work for?

Stuart Paterson works for Perpetual Limited.

What is Stuart Paterson's role at Perpetual Limited?

Stuart Paterson is listed as Investment Operations ~ Masters Athlete at Perpetual Limited.

What is Stuart Paterson's email address?

AeroLeads has found 1 work email signal at @bigpond.com for Stuart Paterson at Perpetual Limited.

Where is Stuart Paterson based?

Stuart Paterson is based in Greater Sydney Area, Australia, Australia while working with Perpetual Limited.

What companies has Stuart Paterson worked for?

Stuart Paterson has worked for Perpetual Limited, Allied Data Systems, Mir Investment Management, and Rothschild Australia Asset Management.

Who are Stuart Paterson's colleagues at Perpetual Limited?

Stuart Paterson's colleagues at Perpetual Limited include Hannah Crossley, Neryl Young, Anna Nguyen, Ellen Duignan, and Alex Leonardi.

How can I contact Stuart Paterson?

You can use AeroLeads to view verified contact signals for Stuart Paterson at Perpetual Limited, including work email, phone, and LinkedIn data when available.

What schools did Stuart Paterson attend?

Stuart Paterson holds Bachelor Commerce (Accounting), Economics, Accounting from The University Of Birmingham.

What skills is Stuart Paterson known for?

Stuart Paterson is listed with skills including Project Management, Equities, Middle Office, Asset Managment, Operational Risk Management, Fixed Income, Portfolio Management, and Asset Allocation.

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