Research Relationship Manager
4 months ago
Report to the Head of Research Relationships- Work for a growing global brand- Engage with stakeholders at all levels
Reporting to the Head of Research Relationships, the role is responsible for managing key Research House relationships and the end-to-end research ratings process of Pendal products with a view to enhance the brand equity of Pendal and to help optimise ratings outcomes. To drive inclusion of Pendal products in client portfolio solutions offered by the respective consulting businesses of the Research Houses.
Sounds interesting? Here are some specifics about the opportunity:
- Assist the Head of Research Relationships with the development and execution of strategy in relation to Research House engagement.- Be a key contact for Pendal, manage relationships with the Research Houses and their respective consulting businesses.- Management of the end-to-end fund ratings process of Pendal products with a view to enhance the brand equity of Pendal and to help optimise ratings outcomes.- Drive the inclusion of Pendal capabilities in client portfolio solutions offered by Lonsec Investment Solutions, Zenith Consulting and Morningstar Investment Management.- Collaborate with the investment specialist team, along with the Distribution team more broadly, to develop insightful analyses and compelling rationale to competitively position Pendal’s capabilities in the market.
To be considered for this opportunity, your qualifications, skills and experience could include:
- Relevant tertiary or industry qualifications- CFA, CIMA or equivalent desirable- At least 5 years’ relevant experience in Financial Services- Sound understanding of the Funds Management industry, including investment management- Exceptional interpersonal skills, with a proven ability to build and maintain solid relationships- Strong analytical skills- Demonstrated ability to engage stakeholders at all levels of the business- Highly effective, influential, and persuasive communicator- Proactive, pre-emptive, and positive with a strong bias to action
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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