Senior Research Analyst, Perpetual Wealth Management
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.
You'll be responsible for
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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
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Relevant undergraduate degree
Possession of a degree in commerce, finance, or related field.View
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5-10+ years investment experience
Demonstrated experience as a multi-manager research analyst or portfolio manager.View
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Portfolio construction knowledge
Strong understanding of portfolio construction theory and investment markets.View
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