Job Description
More Time Off for What Matters: Enjoy up to 6 weeks of leave each year
Base yourself in our state of the art, central Sydney office
Work with our highly regarded Investments Team in this senior 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
This senior role sits within the Perpetual Wealth Management Multi-Manager Investment Team and will have responsibility for researching external investment managers and contributing to the management of Perpetual Wealth Management’s multi-manager, Income Alternatives programme and Fixed Income portfolio. Reporting to the Head of Income Assets, you’ll research and make recommendations on a wide breadth of investment managers and opportunities, focusing on Income Alternatives and Fixed Income, and including our Responsible Investment options. You’ll contribute to the design and portfolio construction of multi-manager funds, and model portfolios and the delivery of investment solutions for our clients.
You’ll:
Ensure top quartile performance of our implemented (discretionary) and model portfolios, consistent with client objectives.
Design and review relevant implemented and model portfolios, focusing on the Income Alternatives and Fixed Income sectors.
Provide input into and delivery of high-quality Investment Committee and Board papers.
Contribute to strategic and dynamic asset allocation discussion and decision making and investment strategy.
About You
We’re looking for someone with:
An appropriate undergraduate degree (commerce, economics, business, finance or other technical area of study e.g. science) and/or relevant investment post-graduate qualifications (e.g. CFA, CAIA, MBA, MAppFin).
5-10+ years’ experience as a multi-manager research analyst and/or portfolio manager, with demonstrable experience in Income Alternatives and Fixed Income classes research.
Investment experience across traditional and alternative asset classes, including portfolio management and portfolio construction of multi-manager funds.
Strong understanding of portfolio construction theory, investment markets, and financial instruments.
Knowledge and experience with ESG factors and Responsible Investing.
Strong numeric, modelling and analytical skills, as well as strong presentation skills.
Excellent written and verbal communication skills, and experience in Investment Committee reporting.
A track record of taking ownership and accountability of decisions that impact investment performance.
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.
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.
Base yourself in our state of the art, central Sydney office
Work with our highly regarded Investments Team in this senior 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
This senior role sits within the Perpetual Wealth Management Multi-Manager Investment Team and will have responsibility for researching external investment managers and contributing to the management of Perpetual Wealth Management’s multi-manager, Income Alternatives programme and Fixed Income portfolio. Reporting to the Head of Income Assets, you’ll research and make recommendations on a wide breadth of investment managers and opportunities, focusing on Income Alternatives and Fixed Income, and including our Responsible Investment options. You’ll contribute to the design and portfolio construction of multi-manager funds, and model portfolios and the delivery of investment solutions for our clients.
You’ll:
Ensure top quartile performance of our implemented (discretionary) and model portfolios, consistent with client objectives.
Design and review relevant implemented and model portfolios, focusing on the Income Alternatives and Fixed Income sectors.
Provide input into and delivery of high-quality Investment Committee and Board papers.
Contribute to strategic and dynamic asset allocation discussion and decision making and investment strategy.
About You
We’re looking for someone with:
An appropriate undergraduate degree (commerce, economics, business, finance or other technical area of study e.g. science) and/or relevant investment post-graduate qualifications (e.g. CFA, CAIA, MBA, MAppFin).
5-10+ years’ experience as a multi-manager research analyst and/or portfolio manager, with demonstrable experience in Income Alternatives and Fixed Income classes research.
Investment experience across traditional and alternative asset classes, including portfolio management and portfolio construction of multi-manager funds.
Strong understanding of portfolio construction theory, investment markets, and financial instruments.
Knowledge and experience with ESG factors and Responsible Investing.
Strong numeric, modelling and analytical skills, as well as strong presentation skills.
Excellent written and verbal communication skills, and experience in Investment Committee reporting.
A track record of taking ownership and accountability of decisions that impact investment performance.
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.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Research Analyst, Perpetual Wealth Management position is now open for candidates interested in the Finance 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 Finance is a plus.