Perpetual Limited5 followers31 jobs

Senior Research Analyst, Perpetual Wealth Management

SeniorFull-timeHybridSydney NSW, AustraliaPosted 4 months agoVerified 1 week ago
Pending fitX of Y criteria met

About the job

This job is an exciting opportunity to join the Perpetual Wealth Management Multi-Manager Investment Team, where you will play a crucial role in researching investment managers and managing portfolios. Your contributions will directly impact the performance of multi-manager funds and investment solutions for clients. The team thrives on collaboration and innovation, fostering a culture where every voice is valued.

Meet the team

About the company

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You'll be responsible for

🔍

Researching investment managers

Conducting thorough research and making recommendations on external investment managers for the Income Alternatives and Fixed Income sectors.
📊

Designing portfolios

Contributing to the design and review of implemented and model portfolios to ensure alignment with client objectives.
📝

Delivering high-quality reports

Providing input into and delivering comprehensive Investment Committee and Board papers.

Key criteria

🎓

Relevant undergraduate degree

Possession of a degree in commerce, finance, or related field.

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📈

5-10+ years investment experience

Demonstrated experience as a multi-manager research analyst or portfolio manager.

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📊

Portfolio construction knowledge

Strong understanding of portfolio construction theory and investment markets.

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A meaningful career starts with a match

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5 criteria for this job
Relevant undergraduate degree
Possession of a degree in commerce, finance, or related field.

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5-10+ years investment experience
Demonstrated experience as a multi-manager research analyst or portfolio manager.

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Portfolio construction knowledge
Strong understanding of portfolio construction theory and investment markets.

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ESG and Responsible Investing knowledge
Experience with ESG factors and responsible investment strategies.

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Strong communication skills
Excellent written and verbal skills for Investment Committee reporting.

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