Analyst - Investment Solutions & Oversight
vor 1 Monat
Analyst - Investment Solutions & OversightGreat opportunity to work alongside some of Australia's leading investment teams.
More time off for the things that matter - Up to 6 weeks' leave.
Work where we work best - Hybrid office/work-from-home environment.
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.
Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business.
About the role You will be working with part of the Investment Solutions & Oversight team (ISO) within the Asset Management division.
ISO is a centralised function that includes Investment Specialists, Responsible Investment experts and a technical function that supports Investment teams, Product and Distribution.
The team works closely with each of the independent investment boutiques within Perpetual Group.
The mission of the role is to assist with the management and production of a range of artefacts, data and investment analysis that supports PAMA's distribution and client service efforts.
As the Investment Solutions Analyst, you will:
Work with Investment Specialists on the provision of regular insights and portfolio information updates to the broader Sales Team.Write market and portfolio commentary.Assist the ISO, Sales and Investment teams with the production and updating of Pitch books, RFPs, DDQs, and other pitch material.Respond to information and technical requests from Distribution in liaison with other teams (e.g.
Reporting, Performance & Analytics).Produce ad hoc, bespoke and standard competitor analyses and other technical sales support material using the Morningstar Direct System, Factset and internal systems.Maintain and write FSC Fund documentation.Deliver accurate and timely information to Distribution for Research Houses and Asset Consultants and client reviews.About you Post graduate qualifications, or studying for post-graduate qualifications in a Finance related area is desirable.Some experience in an investment management related role or discipline.Good technical knowledge and understanding of the Investment Management industry and financial markets.Strong written and oral communications skills.High attention to detail.Microsoft Excel/ VBA will be highly regarded.How we work Our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact.
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.We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.Diversity and inclusion 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.
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