Investment Associate

1 week ago

Sydney, New South Wales, Australia Perpetual Limited Full time

The role of Investment Associate is focused on supporting the creation and ongoing maintenance of investment content, collateral and supporting the communication of the Perpetual Private (PP) investment offering.

Sounds interesting? Here are some specifics about the opportunity:

  • Develop and maintain a thorough knowledge of financial markets, the wealth management industry and investment themes.
  • Coordinate and deliver communication throughout the business of current PP research initiatives, recommendations and investment related views and decisions.
  • Liaise with various PP groups on corporate and advice actions, ensuring that communications are coordinated with operational processes in the business.
  • Collate and maintain client presentations and tender material to explain and articulate the PP Investment Research philosophy and process, asset allocation, risk profiles, portfolios and fund structures.
  • Assist in the delivery and articulation of investment related content for ongoing client transition and servicing meetings.
  • Working with advisers on the implementation of investment related advice and client portfolios and advisory team by providing information to respond to client investment queries.
To be considered for this opportunity, your qualifications, skills and experience could include:

  • University graduate with appropriate undergraduate degree (commerce, economics, business, finance)
  • Attainment or progress towards relevant investment postgraduate qualifications (eg CFA, Masters of Finance, MBA)
  • 13 years' experience in wealth and investment related roles
  • Understanding of portfolio theory, the range of investment markets and financial instruments
  • Experience with data tools and databases, (eg Factset, Morningstar Direct)
  • Excellent written and verbal communication skills
  • Attention to detail, accuracy and presentation skills
  • Strong numeric, modelling and analytical skill
Our opportunity We'd love to learn more about how your interests and experience could be a fit.

Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.

Our benefits

  • Two weeks additional paid leave for Wellbeing & Community Leave
  • Market competitive Parental Leave
  • Access to our Wellbeing Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture.

Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact.

We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy.

We're living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual.

We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People:
and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.

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