Senior Research Analyst - Perpetual Wealth Management
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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 exciting role sits within the Perpetual Wealth Management Multi-Asset Investment Team and will have responsibility for researching and managing multi-manager portfolios, models and the Approved product list, covering Australian and global investment opportunities. You'll research and make recommendations on a wide breadth of investment managers and opportunities, focusing on Global listed Equities, Listed Real Estate and other growth alternative asset classes, including Responsible Investment options.
- Ensure top quartile performance of our implemented (discretionary) and model portfolios, consistent with client objectives.
- Monitor incumbent investment managers and assist in daily portfolio management, quantitative analysis, and operational aspects.
- Design and review relevant implemented and model portfolios, focusing on Australian and global, listed and alternative, growth asset classes.
- Prepare and present investment papers and research to investment committees for approval and communication.
- Contribute to regular and ad-hoc adviser and client communications on key investment issues and portfolio research updates.
About You
We're looking for someone with:
- 5-10+ years' experience as a multi-manager research analyst and/or portfolio manager, with demonstrable experience in Global listed Equities, REITs and other growth alternative asset class 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.
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 career 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.
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📌 Senior Research Analyst - Perpetual Wealth Management
🏢 Perpetual
📍 Ballarat