Investment Specialist, Perpetual Equities

vor 2 Wochen

Council of the City of Sydney, Österreich Perpetual Limited Vollzeit

Investment Specialist, Perpetual Equities Perpetual Limited is an ASX-listed company headquartered in Sydney, Australia, operating across Asset Management, Wealth Management and Corporate Trust. About the role We’re looking for a connector, collaborator, and catalyst for growth. In this role you will act as the bridge between our investment teams and Distribution, ensuring ideas and opportunities flow seamlessly, empowering teams to amplify strategies and delivering an exceptional client experience. Key Responsibilities Attend investment team meetings, staying abreast of company updates, market developments, and portfolio positions. Write clear, insightful stock, market, and portfolio commentaries that reflect the investment team’s perspective. Produce and update pitch books for Sales, ISO, and Investment teams. Serve as a subject‑matter expert for the Client Requests team, assisting with RFPs, DDQs and technical queries. Create engaging content for presentations and articles that showcase the team’s capabilities. Prepare competitor analysis and technical sales support materials using Morningstar Direct, FactSet and internal systems. Maintain FSC Fund documentation for relevant products. Present to the Sales team on portfolio performance and positioning, keeping monthly distribution cheat sheets current. Collaborate with Marketing to deliver high‑quality materials and support distribution activity at client meetings. What We’re Looking For Postgraduate qualifications in a finance‑related field (or current postgraduate study) desirable. Approximately five years’ experience in an investment management role or related discipline. Solid understanding of the investment‑management industry and financial markets. Strong written and verbal communication skills. High attention to detail. Proficiency in Microsoft Excel; VBA skills are an advantage. Ability to interpret and present complex investment concepts clearly to diverse audiences. Strong organisational skills with the ability to manage multiple priorities and deadlines. Familiarity with data tools and systems such as Morningstar Direct and FactSet is a plus. How We Work Our culture is underpinned by three organisational behaviours: Stretch, Own it, Make an impact, guiding our day‑to‑day interactions, decision‑making and problem solving. Employee Benefits Work from anywhere in Australia for up to one month each year. An annual allowance to support personal wellbeing. Study support and commitment to professional development. Diversity and Inclusion Strong commitment to all aspects of Diversity and Inclusion through a robust 7‑pillar strategy. A growing number of employee‑led networks that raise awareness and drive continued change. Support for over 50 First Nations Communities and encouragement of applications from Aboriginal and Torres Strait Islander Peoples. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance Industries Financial Services, Funds and Trusts, and Investment Management #J-18808-Ljbffr

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