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Associate - research & analysis

Sydney
Perigon Group
Posted: 15 April
Offer description

* Leading Australian investment manager with global reach
* Seeking infrastructure research experience

The Company

Join a team dedicated to delivering exceptional investment outcomes and fostering innovation in the financial sector. Our client is considered a leading global investment manager, providing tailored solutions across a diverse range of asset classes, specifically infrastructure. With a commitment to excellence and a focus on client satisfaction, they empower our employees to drive success and make a meaningful impact. With a global presence spanning major financial hubs, they offer a dynamic and collaborative environment where your talents can thrive.

The Role

As a member of the Strategic Research and Analytics team, you will provide investment research, reporting, and analytical support for Infrastructure funds and strategies. This role forms part of the Portfolio Management Group with key responsibilities for co‐ordinating the preparation of collateral including market insights, data management, and portfolio analytics information as a critical input into investor and portfolio management deliverables. You will also assist the broader team as required.

This role focuses on supporting investment activities through macroeconomic and sector research, portfolio analytics, and reporting. Responsibilities include producing market insights, maintaining datasets, and contributing to client materials and thought leadership. The role also involves using portfolio models for analysis, supporting valuation and scenario work, and enhancing tools for portfolio management. Strong collaboration with internal teams is essential to deliver coordinated investment and client outcomes.

About You

* To succeed in the role, you'll have 5+ years experience in a similar capacity. With passion for both research and analytics and will have a track‐record for producing qualitative and quantitative insights that drive investment outcomes. In return, you'll be part of a supportive, collaborative team that values connection and flexible ways of working while investing in your growth.
* Demonstrated previous experience in investment management or a similar environment. Understanding of infrastructure is highly desirable.
* Strong understanding of the basic principles of financial analysis.
* Working skills in excel and financial modelling
* Self‐starter with strong organisational, time management and prioritisation skills and the ability to work autonomously.
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