Investment Associate, Perpetual Wealth Management
1 week ago
More Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment: Work where we work best - whether in the office or from home.- Exciting role focused on creating and maintaining investment content and collateral
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.
An exciting opportunity to be part of the Wealth Management Division with a focus on communicating the Perpetual Private (PP) investment offering to our advisers and clients and supporting the creation and ongoing maintenance of investment content and collateral.
About the Role
Join our dynamic team at Perpetual Private As an Investment Associate, you will:
- 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.- 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.
About You
We’re looking for someone with:
- An appropriate undergraduate degree (commerce, economics, business, finance) and 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 skills
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- Study support and commitment to supporting professional development
Diversity and inclusion- 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.
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