Job Description
Full job description
An opportunity to work in a highly collaborative and supportive team.
Flexible Work Environment: Work where we work best – whether in the office or from home
More Time Off for What Matters: Enjoy up to 6 weeks of leave
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.
Perpetual Asset Management is a global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.
About the role
The role involves assisting the Credit & Fixed Income Portfolio Managers by conducting, documenting, and communicating credit analysis of issuers across various sectors, including corporate and banking. Additionally, the role requires carrying out ad hoc research on credit risks, credit markets, industry sectors, and relevant themes.
Key Responsibilities:
Conduct and document credit review submissions, providing insightful opinions on credit assessment and portfolio suitability.
Perform timely periodic reviews of credit opinions to ensure accuracy and relevance.
Prepare detailed briefs on specific credits, transactions, and sub-sector themes.
Keep portfolio managers informed with updates on analysis, events, and implications for issuers and portfolios.
Analyse financial statements, ratings agency reports, investor presentations, and industry research.
Attend issuer briefings and presentations to stay informed on market trends.
Oversee general credit risk management.
Handle ad hoc tasks as required.
What We’re Looking For:
Degree in accounting, finance, economics, or business.
Post-tertiary and/or industry qualifications are highly regarded.
Strong analytical skills and high numeracy with strong attention to detail.
Excellent verbal and written communication skills.
Experience in effectively presenting investment rationale.
Solid Excel skills.
Ability to work independently and as part of a team.
Proven ability to prioritise and meet deadlines.
At least 3-5 years of credit analysis experience in asset management, rating agencies, and/or banking.
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, the way we approach decision-making to the questions we ask and the problems we solve.
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
Study support and commitment to supporting 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 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
An opportunity to work in a highly collaborative and supportive team.
Flexible Work Environment: Work where we work best – whether in the office or from home
More Time Off for What Matters: Enjoy up to 6 weeks of leave
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.
Perpetual Asset Management is a global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.
About the role
The role involves assisting the Credit & Fixed Income Portfolio Managers by conducting, documenting, and communicating credit analysis of issuers across various sectors, including corporate and banking. Additionally, the role requires carrying out ad hoc research on credit risks, credit markets, industry sectors, and relevant themes.
Key Responsibilities:
Conduct and document credit review submissions, providing insightful opinions on credit assessment and portfolio suitability.
Perform timely periodic reviews of credit opinions to ensure accuracy and relevance.
Prepare detailed briefs on specific credits, transactions, and sub-sector themes.
Keep portfolio managers informed with updates on analysis, events, and implications for issuers and portfolios.
Analyse financial statements, ratings agency reports, investor presentations, and industry research.
Attend issuer briefings and presentations to stay informed on market trends.
Oversee general credit risk management.
Handle ad hoc tasks as required.
What We’re Looking For:
Degree in accounting, finance, economics, or business.
Post-tertiary and/or industry qualifications are highly regarded.
Strong analytical skills and high numeracy with strong attention to detail.
Excellent verbal and written communication skills.
Experience in effectively presenting investment rationale.
Solid Excel skills.
Ability to work independently and as part of a team.
Proven ability to prioritise and meet deadlines.
At least 3-5 years of credit analysis experience in asset management, rating agencies, and/or banking.
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, the way we approach decision-making to the questions we ask and the problems we solve.
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
Study support and commitment to supporting 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 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
💡 Quick Summary
Seeking a career-building opportunity? The Credit Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.