Investment Associate

3 weeks ago

Sydney, 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 post-graduate qualifications (eg CFA, Masters of Finance, MBA)
- 1-3 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 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.

  • Investment Banking Associate

    6 days ago

    Sydney, New South Wales, Australia Barclays Investment Bank Full time

    Job RoleWe are seeking a talented Investment Banking Associate to join our team at Barclays Investment Bank. As a key member of our investment banking team, you will be responsible for providing strategic financial advice and solutions to our clients.Key Responsibilities:Develop and maintain strong relationships with corporate clients through in-depth...

  • Associate, Investments, Real Estate

    4 weeks ago

    Sydney, Australia GIC Investment Full time

    **Location**:Sydney, AU**Job Function**:Real Estate**Job Type**:Permanent**Req ID**:16034 - GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary network...

  • Investment Associate

    3 weeks ago

    Sydney, Australia Give A Grad A Go Full time

    Competitive starting salary of $70,000-$75,000 + Super with a bonus structure - Amazing centrally located CBD Sydney offices - Opportunity to own equity in the company **Company Profile - Investment Management** Our client is a well-established high-quality investment management business based in Sydney, with headquarters in Auckland and offices across New...

  • Investment Associate

    4 weeks ago

    Sydney, Australia Give A Grad A Go Full time

    Competitive starting salary of $70,000-$75,000 + Super with a bonus structure - Opportunity to own equity in the company - Fully paid medical insurance **Company Profile - Investment Management** Our client is a well-established high-quality investment management business based in Sydney, with headquarters in Auckland and offices across New Zealand. They...

  • Investment Associate

    2 weeks ago

    Sydney, Australia FourQuarters Full time

    Innovative Award Winning Credit Fund - Investment Associate Role - Oustanding Career Development **FourQuarters Client** **Join an innovative award-winning non-bank lender** FourQuarters client is a leading Australian non-bank corporate lender and alternative asset manager specialising in fixed income, private credit, equity and capital markets offering...

  • Investment Associate

    2 weeks ago

    Sydney, Australia Provisions FZCO Full time

    **Company Overview**: Join our dynamic team at Pipeline Talent, a leading holding company with diverse business interests across various industries. We pride ourselves on innovation and creativity, aiming to make a meaningful impact across different sectors. **Position Overview**: The Investment Associate will be a generalist and will play a significant...

  • Investment Associate Director

    5 days ago

    Sydney, New South Wales, Australia East Partnership Full time

    East Partnership: Investment Associate Director OpportunityWe are seeking an experienced Investment Associate Director to join our team at East Partnership. The ideal candidate will possess strong leadership skills and have a background in investment banking or private equity.About the Role:Leading a team of investment analysts to conduct research and...

  • Investment Associate

    7 days ago

    Sydney, Australia JD Ross Energy Full time

    **Investment Associate**: Sydney, Australia Investment Associate $120000 - $150000 per annum, Benefits: + super + bonus **Investment Associate** **Location**:Sydney, Australia **Reports to**:Finance and Commercial Director - Permanent Fulltime Position - Renewable Energy Developer - Leader in the Energy Transition We have partnered with a Renewable...

  • Associate, Infrastructure Investments

    1 week ago

    Sydney, Australia Brookfield Asset Management, Inc. Full time

    Associate, Infrastructure Investments **Location** Sydney - 10 Carrington Street, Level 21 **Business - Infrastructure** **Brookfield Culture** Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined....

  • Associate, Real Estate, Australia

    3 weeks ago

    Sydney, Australia GIC Investment Full time

    Location: Sydney, AU- Job Function: Real Estate- Job Type: Permanent- Req ID: 15147**GIC Real Estate** The Real Estate (RE) arm of GIC invests in real estate and real estate-related assets outside of Singapore. We manage a well-diversified portfolio covering over 40 countries in property sectors such as offices, retail, hotels, residential, industrial,...

  • Investment Reporting Associate

    3 weeks ago

    Sydney, Australia Insignia Financial Ltd Full time

    Investment Reporting Associate **Location**:Sydney, NSW, AU, 2000**Employment Type**:Permanent Full Time- Make a difference, make it meaningful - Be part of our Investment Reporting and Communications team and grow your career - Fresh start in the New year - At MLC Asset Management**,** we believe in making your mark and creating a legacy that lasts. Here,...

  • Investment Banking Associate

    4 days ago

    Sydney, Australia Citi Full time

    The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Associate also serves...

  • Senior Investment Associate

    7 days ago

    Sydney, New South Wales, Australia Capstone Full time

    At Capstone, we pride ourselves on delivering exceptional results through our commitment to innovation and excellence. As a Senior Investment Associate, you will be instrumental in driving the development and execution of our asset management strategies, working closely with our portfolio management team to achieve outstanding investment returns for our...

  • Real Estate Investment Associate

    5 days ago

    Sydney, New South Wales, Australia Macdonald & Company Full time

    Real Estate Investment AssociateMacdonald & Company, a renowned private equity real estate firm, is seeking a seasoned Real Estate Investment Associate to join its team in Sydney. The ideal candidate will have expertise in evaluating and executing real estate acquisition opportunities in Australia and the Asia Pacific region.Responsibilities:Evaluate...

  • Associate, Sustainable Investments

    6 days ago

    Sydney, New South Wales, Australia the original Full time

    About the JobThis is an exciting opportunity to join the NSW Treasury team as an Associate, Sustainable Investments and contribute to the development and delivery of sustainable and impact investment initiatives, policies, and frameworks.In this role, you will:Work closely with the team to deliver the Social Impact Investment Policy 2.0, which aims to...

  • Sustainable Investment Associate

    6 days ago

    Sydney, New South Wales, Australia NSW Government Full time

    Job DescriptionThis role offers a unique opportunity to be at the forefront of the NSW Government's engagement in sustainable and impact investment.You will work within a supportive and passionate team to deliver the Social Impact Investment Policy 2.0, facilitating better social, environmental and financial outcomes for communities across NSW.As an...

  • Associate, Infrastructure Investments

    4 weeks ago

    Sydney, Australia Brookfield Asset Management Full time

    Location Sydney - 10 Carrington Street, Level 21 Business - Infrastructure Brookfield Infrastructure Group is one of Brookfield’s primary operating groups. The Infrastructure Group is one of the world’s largest infrastructure investors, owning and operating critical assets across the transport, utilities, energy, and data infrastructure sectors. The...

  • Institutional Investment Associate

    7 days ago

    Sydney, New South Wales, Australia Guidepoint Full time

    Job Summary:Guidepoint's Business Development teams aim to expand our reach with new and existing clients, providing support for all Guidepoint's service offerings. We are seeking a Business Development Associate to further develop our business with major Corporate clients within the region.The Associate will be responsible for assisting in building a...

  • Associate, Infrastructure Investments

    4 weeks ago

    Sydney, Australia Brookfield Asset Management Full time

    locations- Sydney, New South Wales- time type- Full time- posted on- Posted Today- job requisition id- R2036073- Location Sydney - 10 Carrington Street, Level 21 - Business - Infrastructure - Brookfield Infrastructure Group is one of Brookfield’s primary operating groups. The Infrastructure Group is one of the world’s largest infrastructure investors,...

  • Associate, Investment Operations

    3 weeks ago

    Sydney, Australia Dimensional Fund Advisors, L.P. Full time

    Associate, Investment Operations **Notes to applicants**: - Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply. **The Investment Operations Team** Investment Operations is a team...