Manager, Investment Performance Analytics

2 weeks ago

Sydney, Australia Perpetual 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

  • Great opportunity to be part of a high performing team at Perpetual

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

As the Manager, Performance Analytics you will lead a team of analysts, delivering and enhancing Investment Analytics (Performance & Attribution) services within Perpetual Asset Management Australia boutique. You will:

  • Provide daily, monthly and, ad-hoc Performance and Attribution measurement to Investment and Distribution Teams, and for Investment Oversight with a focus on Credit & Fixed Income, and Multi Asset.

  • Ensure accurate investment analytics for portfolios for example, effective duration / spread duration

  • Generate meaningful insights from portfolio analysis, market data and industry information and packaging these insights for communication to Investment and Distribution teams and Oversight committees within the business.

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

  • Build and maintaining an efficient framework for generating and validating accuracy of attribution and investment analytics to support the growth of Perpetual’s investment business.

  • Develop a strong, positive culture within the team focused on teamwork / collaboration, curiosity and growth

  • Engage with stakeholders to ensure the team is exceeding expectations.

  • Work with internal and external stakeholders and service providers to ensure all inputs to our services are aligned to allow the team to best meet its objectives.

About you

  • Undergraduate degree in Business, Commerce, Mathematics or related field.

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

  • At least 5 years’ experience within Performance, Analytics or related roles in funds management, superannuation or banking

  • Previous experience in Fixed Income OR Multi Asset Attribution is essential

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

  • Experience working closely and building relationships with investment teams

  • People Management experience highly regarded

  • Experience as a functional stream lead of projects an advantage

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

  • Highly articulate in written and verbal communication

  • Strong desire to “roll sleeves up” and work as part of a small team for the ‘greater good’ of the company; showing flexibility and a shared desire to achieve results

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.

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 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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