Investment Analyst

2 weeks ago

Sydney, Australia Perpetual Limited Full time

Sydney CBD | Hybrid WFH/office model- Qualify for a range of exciting benefits, incl. two weeks of additional paid leave each year focused on wellbeing & community- Strong heritage built on trust, integrity and stability

To assist the Senior Managers to deliver a superior Investment Management (“IM”) and Investment Governance (“IG”) service to clients within the Transaction Management & Governance Team of, Perpetual Corporate Trust. Provide technical capability to the team and to the Investment Manager’s portfolio of Funds whilst actively supporting the Senior Managers to deliver operational excellence. This includes monitoring investment performance and liquidity for managed funds where we act as Responsible Entity.

Sounds interesting? Here are some specifics about the opportunity:
- Monitor fund performance against its investment objectives, strategy, benchmarks and attributes including reviewing investment proposals and fund specific transactions, investment manager factsheets, commentaries and disclosure documents.- Prepare recommendation papers following completion of asset related due diligence and other significant investment activities.- Preparation of quarterly reports, committee and board papers covering market analysis, fund performance, peer performance and significant fund activities for the period.- Stakeholder management, including clients, Wholesale Trustee, RE Services, external investment and asset managers, fund accountants, custodians, data providers and other service providers.- Assist in developing and implementing the liquidity monitoring framework and solution.- Provide financial and technical support with a particular focus on property, real assets and infrastructure.- Aid the Senior Managers in delivering key projects and objectives.

To be considered for this opportunity, your qualifications, skills and experience could include:
- 1-2-years’ financial services experience, particularly from Big 4, consulting, funds management and professional services background.- Experience in Australian commercial property, real assets and/or infrastructure or fund performance attribution looked upon favourably- Having direct client management experience.

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 Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being 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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