Analyst - Investment Solutions & Oversight

Great opportunity to work alongside some of Australia’s leading investment teams- More time off for the things that matter - Up to 6 weeks’ leave- Work where we work best - Hybrid office/work-from-home environment

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business and has entered into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire the Corporate Trust and Wealth Management businesses.

About the role

You will be working with part of the Investment Solutions & Oversight team (ISO) within the Asset Management division. ISO is centralised function that includes Investment Specialists, Responsible Investment experts and a technical function that supports Investment teams, Product and Distribution. The team works closely with each of the independent investment boutiques within Perpetual Group.

The mission of the role is to assist with the management and production of a range of artefacts, data and investment analysis that supports PAMA’s distribution and client service efforts. As the Investment Solutions Analyst, you will:
- Work with Investment Specialists on provision of regular insights and portfolio information updates to the broader Sales Team.- Write market and portfolio commentary.- Assist the ISO, Sales and Investment teams with the production and updating of Pitch books, RFPs, DDQs, other pitch material.- Respond to information and technical requests from Distribution in liaison with other teams (e.g. Reporting, Performance & Analytics)- Produce ad hoc, bespoke and standard competitor analyses and other technical sales support material using the Morningstar Direct System, Factset and internal systems- Maintain and write FSC Fund documentation.- Deliver accurate and timely information to Distribution for Research Houses and Asset Consultants and client reviews.

About you- Completed undergraduate degree- Post graduate qualifications, or studying for post-graduate qualifications in a Finance related area is desirable- Some experience in investment management related role or discipline- Good technical knowledge and understanding of the Investment Management industry and financial markets- Strong written and oral communications skills- High attention to detail- Microsoft Excel/ VBA will be highly regarded

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients; the way we approach decision-making to the questions we ask and the problems we solve.

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.- We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.

Diversity 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. We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.