Investment Performance Analyst – Asset Management

• Shape the Insights that drive Investment Strategy

• More Time Off for What Matters: Enjoy up to 6 weeks of leave

• Flexible Work Environment: We offer hybrid working arrangements to ensure work-life balance

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

Perpetual Asset Management is a global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.

As part of the Investment Analytics & Risk team, you'll be responsible for delivering performance, attribution, and analytics services across Perpetual's Asset Management businesses.

Key Responsibilities

The Investment Analytics & Risk team cover a variety of asset classes including Equity, Fixed Income & Credit, and Mult-Asset.  The Performance function elements that this role would be responsible for delivering include:

• Daily, monthly and, ad-hoc Performance and Attribution measurement to Investment and Distribution Teams, and for Investment Oversight.

• Reconciliation of Attribution to Portfolio Performance.

• Resolving issues with security Analytics and Attribution results.

• Building dashboards and reporting formats to meet the above objectives.

• Working with other departments to source information as required.

• Providing relevant insights on the drivers of return with Perpetual's portfolios.

• Ensure timely and accurate delivery of agreed services to key stakeholders, including Investment Teams, Distribution Teams, and Oversight Functions.

About you

You're a detail-oriented analyst with a passion for investment performance and a drive to deliver insights that matter.  Ideally you will bring:

• Undergraduate degree in from Data Analytics, Actuarial, Engineering, Business, Commerce, Mathematics or related field.

• Post Graduate qualifications (Dip / Master / CFA / CIPM etc.) highly regarded

• At least 2 years' experience within Performance, Analytics or related roles in funds management, superannuation or custody

• Experience in Equity, Fixed Income or Multi-Asset Attribution

• Understanding of commonly used Fixed Interest and/or Multi Asset instruments

• Understanding of Performance methodologies

• Experience working closely and building relationships with investment teams

• Sound organisational and time management skills, with a proven ability to set and work to priorities and deadlines

• Excellent analytical, problem solving, attention to detail and critical thinking skills essential

• Highly articulate in written and verbal communication

• Systems - strong experience using Excel, Word and PowerPoint

• Knowledge of PowerBI, VBA beneficial

• Experience using FactSet 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

• 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 support over 50 First Nations Communities, helping to secure the communities' future.  We encourage applications from Aboriginal and Torres Strait Islander People

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.