Portfolio Manager

3 weeks ago

Sydney, Australia Perpetual Limited Full time

Based in Sydney CBD - Hybrid working arrangement.
- Opportunity to grow your career within a collaborative and supportive team.
- A range of exciting benefits, incl. two weeks of additional paid leave

About the role:

- The Direct Equities team is responsible for the Perpetual Private direct equities investment process and managed accounts. This involves the construction and maintenance of approved stock lists and portfolios of listed Australian equity investments.
- The Portfolio Manager is a key contributor to the achievement of these goals and is responsible for specific initial and ongoing research of listed equity investments as well as overall responsibility at a portfolio level. This is a fundamental analytical and active portfolio management role.
- The Portfolio Manager is also a key player in the delivery of excellent client service through the provision of support and training to Advisers and through client interaction.

Sounds interesting? Here are some specifics about the opportunity:

- Portfolio construction and ongoing management responsibility for a portfolio (or portfolios) of Australian listed securities, delivered via a managed account and published as model portfolios.
- Conduct ongoing fundamental company analysis within assigned sector responsibilities and report ‘conviction views’ to the team. Participate in building, maintaining and monitoring company valuation infrastructure.
- Build relationships across the industry (listed corporates, broker analysts, industry contacts etc)
- Maintain and regularly review approved stock lists in accordance with PP investment process. As part of a team, construct and maintain portfolios which are expected to outperform the market and add value to client portfolios.
- Maintain and monitor regular reporting & update tasks - including valuation spreadsheets, performance reporting, document tracking etc. Research and prepare regular and one-off articles, market updates, training sessions, advisor and client presentations etc.
- Assist in the delivery of a saleable product and service offering to support the building of our client base and deepening of relationships. Provide input and be involved with projects at various stages of development, as required.
- Attend Perpetual Private Investment Committee meetings and undertake various action items, as required.

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

- Degree qualified in a relevant financial discipline, preferably with, or in the process of attaining, appropriate post-graduate qualifications (eg. CFA, MBA, MAppFin).
- 10+ years in an analytical investment related role (equities) within the mainstream institutional stockbroking or funds management industry.
- Passion for investments, particularly equities.
- High skill level with excel spreadsheets (good knowledge of macros and pivot tables preferable).
- Excellent communications skills - ability to communicate with experts and laymen alike.
- Excellent writing skills.
- Willingness to provide outstanding service to clients and internal stakeholders.
- Ability to work well with mínimal supervision and to take ownership of tasks and problems and follow through.
- High level of attention to detail.

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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