Client Solutions Analyst

4 days ago

Sydney, Australia Perpetual Limited Full time

More time off for the things that matter - Up to 6 weeks’ leave-
- Work where we work best - Hybrid office/work-from-home environment-
- Work in an award-winning Investments Team
- this role is available due to successful promotions within the team.- About the business/role
- The role of the Client solutions analyst is to work closely with the Head of Client Solutions to support the positioning of all our investment capabilities. Based on client and gatekeeper needs and to conceive and design compelling investment solutions for clients in partnership with the Investment teams.
- In addition there will be a large focus on supporting the Income and Fixed Interest and Multi Asset business as an investment specialist, working closely with the head of client solutions to deliver key sales messages as well as supporting the fund managers in the market place via thought pieces/presentations and events.
- Sounds interesting? Here are some specifics about the opportunity:

- Your key accountabilities are as follows:
- Performing analysis related to portfolio positioning, attribution and risk, market trends, competitive and commercial positioning of strategies.-
- Build an in-depth understanding of the firm's product offerings and investment capabilities.-
- Work closely with the Multi-Asset and Fixed income teams to support the messaging in the market. Build profile in marketplace as a specialist for these strategies working closely with the Head of Client Solutions.-
- Work closely with the head of client solutions and the product development team to analyse market trends and sales/client feedback for existing and new strategies with a particular focus on Multi Asset and Fixed income strategies-
- Work closely with the PM’s and Analysts to develop more complicated responses and assist the Head of RFP to finalise any questionnaires relating to the Fixed Income and Multi Asset Businesses-
- Work closely with the Research Relationship manager and the fund managers to provide appropriate articulation of key funds positioning and performance for reviews.-
- Assist in the analysis of Pendal strategies for client inclusion in models and managed accounts.-
- Work with Multi Asset and Fixed Income fund managers to assist in delivering timely and quality insights into markets and positioning of funds.- To be considered for this opportunity, your qualifications, skills and experience could include:

- Bachelor’s degree in Business/Finance/Economics or Commerce
- Approximately 3-5+ years’ experience in financial services
- Experience with managed funds preferred
- Strong interpersonal, collaboration, and time management skills
- Passionate about financial markets
- Likes to work in a fast paced team environment

Behaviours
- Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.- Employee benefits-
- Work from anywhere in Australia for up to one month each year
- An annual allowance to empower you to prioritise your personal wellbeing
- Access to LinkedIn learning, study support and commitment to supporting professional development
- Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with JawunDiversity and inclusion-
- WGEA Employer of Choice for gender equality since 2018
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
- A growing number of employee-led networks who work to raise awareness and drive continued change

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