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Strategic investment analyst

Sydney
beBeeQuantitative
Investment Analyst
Posted: 30 July
Offer description

Key Quantitative Analyst Role

This is a key analytical role that will drive the performance of investment portfolios. The successful candidate will be responsible for creating, auditing and maintaining financial models to support asset allocation reviews, manager reviews and market analysis.

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* The role involves creating, automating and maintaining quantitative performance packs to support investment management and portfolio performance reporting to various stakeholders.
* You will develop and produce bespoke client portfolio reporting for major clients of the private advice network.
* Manage the various portfolio management activities of the investment portfolios including hedging foreign exposures, cash flow monitoring and processing of investment trade instructions.

As part of this role, you will contribute to the production of board papers and governance requirements for private products and offers.

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Requirements

To succeed in this key analytical role, you will need to have a university degree in a subject related to finance, technology or mathematics. You must also have experience in analysing multi-asset class funds and investments as well as in the wealth management or investment industry.

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* A bachelor's degree in finance, economics or a related field.
* Advanced MS Excel skills and knowledge of financial modelling techniques.
* Experience with programming languages such as SQL, R or MATLAB would be beneficial.

Our ideal candidate will also have strong data analysis skills and knowledge of database methods. Experience with financial data systems such as Factset or Bloomberg would be advantageous.

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Benefits

We offer a range of benefits to our employees including flexible work arrangements, an annual allowance to empower personal wellbeing and study support and commitment to supporting professional development.

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* Flexible work arrangements including the option to work from home.
* An annual allowance to support personal wellbeing.
* Study support and commitment to supporting professional development.

Perpetual Group is an ASX-listed company headquartered in Sydney, Australia with a strong commitment to diversity and inclusion.

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About Us

We are a leading provider of investment solutions with a focus on delivering exceptional outcomes for our clients. Our unique culture is underpinned by three organisational behaviours: Stretch, Own it and Make an impact.

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Our diverse workforce brings together talented individuals who share our vision of delivering exceptional results. We are committed to creating an inclusive workplace where everyone can thrive.

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