Reporting Analyst, Perpetual Wealth Management

vor 4 Wochen

Central Coast, Österreich Tideri Jobbörse Vollzeit

Reporting Analyst, Perpetual Wealth Management
Location: Sydney
Time Type: Full time
Posted on: Posted 7 Days Ago
Job Requisition ID: R7376
Attractive salary package and flexible working environment
An opportunity to work closely with a high performing investments team.

8-month contract role.

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.

About the role
An exciting opportunity to be part of the Wealth Management business.
The Reporting Analyst sits within the Investments Team and will be responsible for the governance, reporting and analytics on the performance of Perpetual Private's various investment portfolios:
Support and perform daily portfolio management functions on cash flows and rebalancing processes.

Support the coordination of board papers and agenda items for investment committees and statutory boards.

Accurate and timely research communications, key client collateral and sales material.

Production of regular reporting: performance vs benchmarks, attribution and cash flow reporting.

Performance and analytic data for collateral and to support asset class and manager research.

Key Competencies
Your experience may include:
3+ years experience in financial planning/advisory industry in relevant client and advice related roles.

Advanced Excel and financial modelling skills.

Data systems such as FactSet, Morningstar Direct, Bloomberg or other.

Problem solving and analytical skills.

Understanding of financial markets, economics and macroeconomic concepts.

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.

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
WGEA Employer of Choice for gender equality since 2018.

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.

*** Perpetual strongly encourages our employees to be vaccinated for COVID-19 for the safety of our team and stakeholders.
Some roles may require that full vaccination is maintained for the safety and well-being of our clients.

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