Job Description

Overview

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Investment Performance Analyst - Perpetual Asset Management role at Perpetual Limited (ASX: PPT).

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Key Responsibilities

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The Investment Analytics & Risk team covers a variety of asset classes including Equity, Fixed Income & Credit, and Multi-Asset. The Performance function elements that this role would be responsible for delivering include:

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- Daily, monthly and, ad-hoc Performance and Attribution measurement to Investment and Distribution Teams, and for Investment Oversight.
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- Reconciliation of Attribution to Portfolio Performance.
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- Resolving issues with security Analytics and Attribution results.
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- Building dashboards and reporting formats to meet the above objectives.
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- Working with other departments to source information as required.
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- Providing relevant insights on the drivers of return with Perpetual's portfolios.
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About you

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You're a detail-oriented analyst with a passion for investment performance and a drive to deliver insights that matter. Ideally you will bring:

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- Undergraduate degree in from Data Analytics, Actuarial, Engineering, Business, Commerce, Mathematics or related field.
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- At least 1 years' experience within Performance, Analytics or related roles in funds management, superannuation or custody
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- Experience in Equity, Fixed Income or Multi-Asset Attribution
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- Understanding of commonly used Fixed Interest and/or Multi Asset instruments
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- Understanding of Performance methodologies
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- Experience working closely and building relationships with investment teams
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- Sound organisational and time management skills, with a proven ability to set and work to priorities and deadlines
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- Excellent analytical,



problem solving, attention to detail and critical thinking skills essential
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- Highly articulate in written and verbal communication
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- Systems - strong experience using Excel, Word and PowerPoint
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- Knowledge of PowerBI, VBA beneficial
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- Experience using FactSet highly regarded.
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How we work

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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.

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Employee benefits

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- Work from anywhere in Australia for up to one month each year
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- An annual allowance to empower you to prioritise your personal wellbeing
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- Study support and commitment to supporting career development
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Diversity and inclusion

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- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
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- A growing number of employee-led networks who work to raise awareness and drive continued change
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- We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
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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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Seniority level

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- Mid-Senior level
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Employment type

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- Full-time
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Job function

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- Analyst
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Industries

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- Financial Services
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- Funds and Trusts
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- Investment Management
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Sydney, New South Wales, Australia

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📌 Investment Performance Analyst - Perpetual Asset Management (New South Wales)
🏢 Perpetual
📍 New South Wales