Client Solutions Analyst

1 week ago

Sydney, New South Wales, Australia Perpetual Full time

More time off for the things that matter - Up to 6 weeks' leave

Work where we work best - Hybrid office/work-from-home environment

Work in an award-winning Investments Team- this role is available due to successful promotions within the team

About the business/role

The role of the Client solutions analyst is to work closely with the Head of Client Solutions to support the positioning of all investment capabilities. Based on client and gatekeeper needs and to conceive and design compelling investment solutions for clients in partnership with the Investment teams.

In addition, there will be a focus on supporting the Income and Fixed Interest and Multi Asset business as an investment specialist, working with the head of client solutions to deliver key sales messages and supporting the fund managers in the market via thought pieces, presentations, and events.

Sounds interesting? Here are some specifics about the opportunity:

Your key accountabilities are as follows:

  • Performing analysis related to portfolio positioning, attribution, risk, market trends, and competitive and commercial positioning of strategies
  • Building an in-depth understanding of the firm's product offerings and investment capabilities
  • Working closely with the Multi-Asset and Fixed Income teams to support the messaging in the market and build a profile as a specialist for these strategies
  • Collaborating with the Head of Client Solutions to analyze market trends, sales/client feedback, and develop new strategies, with a focus on Multi Asset and Fixed income
  • Assisting in the analysis of strategies for client inclusion in models and managed accounts
  • Providing articulation of key funds positioning and performance for reviews
  • Delivering insights into markets and positioning of funds in collaboration with fund managers

To be considered for this opportunity, your qualifications, skills, and experience could include:

- Bachelor's degree in Business/Finance/Economics or Commerce

- Approximately 3-5+ years' experience in financial services

- Experience with managed funds preferred

- Strong interpersonal, collaboration, and time management skills

- Passionate about financial markets

- Enjoys working in a fast-paced team environment

Behaviours

Our unique culture is defined by our three organisational behaviours: Stretch, Own it, Make an impact

Employee benefits

  • Work from anywhere in Australia for up to one month each year
  • An annual allowance to prioritize personal wellbeing
  • Access to LinkedIn learning, study support, and commitment to professional development
  • Empower Indigenous organizations with a six weeks' secondment with Jawun

Diversity and inclusion

  • WGEA Employer of Choice for gender equality since 2018
  • Commitment to Diversity and Inclusion through a robust 7 pillar strategy
  • Support for over 50 Indigenous communities through Native Title Trusts
  • Encouraging applications from Aboriginal and Torres Strait Islander People

We are dedicated to fostering an inclusive workplace where diversity is celebrated. We welcome applications from individuals of all backgrounds and communities to thrive in our work environment.

Perpetual strongly encourages our employees to be vaccinated for COVID-19 for the safety of our team and stakeholders. Some roles may require full vaccination for the well-being of our clients. If applicable, we will request your vaccination status during the application process.

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