Research & Engagement Analyst

13 hours ago

Sydney, New South Wales, Australia Perpetual Limited Full time $90,000 - $120,000 per year

  • Build rare expertise in sustainable finance with top mentors

  • Step into a niche ESG role with hands-on training and growth

  • Hybrid working 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.  

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.

About the role

Join a passionate team driving the future of sustainable investing as a Research and Engagement Analyst. In this role, you'll play a key part in delivering high-impact research and stakeholder engagement that enhances the performance and visibility of Perpetual Group's sustainable and impact funds, including those under the Regnan brand. Your work will help deliver real-world outcomes that make a lasting difference.

Key Responsibilities:

  • Apply Regnan's proprietary assessment frameworks to analyse ESG, sustainability, and impact factors for securities including stocks and bonds.

  • Conduct research to support the use of positive and negative screening in investment products.

  • Support and participate in Regnan's thematic research program.

  • Support the Regnan engagement program, through research, coordination of, and preparation for, meetings and reporting on engagement activities with issuers and stakeholders, to internal and external clients.

  • Work collaboratively with Group boutiques to support their ESG, sustainability and impact goals.

What We're Looking For:

  • A bachelor's degree in a business-related discipline.

  • Postgraduate qualifications in environment, sustainability, social policy, or a related field are highly regarded.

  • Around 2 to 3 years of experience with sustainability or ESG-related issues.

  • Strong research and analytical skills, with a keen eye for detail.

  • Excellent communication abilities, including advanced writing and presentation skills.

  • Proven organisational and information management capabilities.

  • Proficiency in Microsoft Excel.

  • Knowledge of investment markets is preferred.

  • A collaborative mindset and a passion for driving positive change.

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.

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