Perpetual Limited5 followers27 jobs

Senior Research Analyst, Perpetual Wealth Management

SeniorFull-timeHybridSydney NSW, AustraliaPosted 4 months agoVerified 1 month 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.

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

View

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

View

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

View

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

View

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

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