Perpetual Limited3 followers49 jobs

Investment Performance Analyst – Perpetual Asset Management

Mid levelFull-timeHybridSydney NSW, AustraliaInvestment analysisFinancial managementData analyticsPosted 8 months ago
Pending fitX of Y criteria met

About the job

This job is all about shaping the insights that drive investment strategy at Perpetual Group. As part of the Investment Analytics & Risk team, you will play a crucial role in delivering performance, attribution, and analytics services across the Asset Management businesses. The team fosters a collaborative and flexible work environment, ensuring that everyone can thrive while balancing their professional and personal lives.

You'll be responsible for

📈

Delivering performance measurement

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

Reconciling attribution

Reconciliation of Attribution to Portfolio Performance.
🖥️

Building dashboards

Building dashboards and reporting formats to meet the above objectives.

Key criteria

📊

Performance and attribution experience

At least 1 year in performance analytics within funds management.

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📈

Understanding of investment instruments

Knowledge of Fixed Interest and Multi-Asset instruments.

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🛠️

Analytical and problem-solving skills

Proven ability to analyze data and resolve issues effectively.

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Meet the team

About the company

View your fit

5 criteria for this job
Performance and attribution experience
At least 1 year in performance analytics within funds management.

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Understanding of investment instruments
Knowledge of Fixed Interest and Multi-Asset instruments.

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Analytical and problem-solving skills
Proven ability to analyze data and resolve issues effectively.

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Relationship-building skills
Experience collaborating with investment teams to deliver insights.

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Proficiency in analytical tools
Strong experience with Excel; knowledge of PowerBI and FactSet preferred.

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