More Time Off for What Matters: Enjoy up to 6 weeks of leave
Base yourself in our
state of the art
, central Sydney office
Highly visible role within our Investment Research Team
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial
planning
and Priority Life – offering a unique mix of wealth management,
advice
and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession
planning
and philanthropy. Our clients include individuals, families, businesses, not-for-profit
organisations
and Indigenous communities throughout Australia.
About the Role
An exciting opportunity exists to join Perpetual
Wealth Management's
Investment Research team as
Manager, Capital Markets Research & Asset Allocation.
Reporting to the Chief Investment Officer, th
is
role
is responsible for
leading, managing and
delivering
PWM's asset allocation framework and delivering
capital markets research
and
asset allocation insights that directly inform portfolio construction, investment strategy, and portfolio
positioning
.
You'll
undertake
quantitative research on
macroeconomic trends, capital market assumptions, and asset class behaviou
r, as well as
a
pply advanced financial modelling to provide practical, investment
‐
ready guidance for portfolio managers, advisers, and senior stakeholders.
What
you'll
do
:
Capital Markets Research and Market Analysis
Lead the development and ongoing enhancement of capital markets assumptions, including asset class forecasts, risk premia and correlations, and scenario analysis across asset classes.
Conduct and provide
timely
macroeconomic and cross asset market analysis to
identify
key drivers of expected returns and risks, and relative valuations
.




Review external research and
advice and
maintain awareness of relevant academic and industry developments
.
Strategic and Dynamic Asset Allocation Support
Lead asset allocation research, including optimisations and scenario analysis.
Partner with portfolio construction and multi-asset team to test portfolio outcomes
.
Assess the asset allocation impact of new opportunities, product changes, manager changes, or structural shifts in markets.
Portfolio Construction and Risk Collaboration
Collaborate with investment risk stakeholders to ensure research is embedded in portfolio risk frameworks and outcomes are understood and communicated.
Support the design and enhancement of model portfolios and investment solutions by
providing
research-backed asset allocation guidance.
Identify
portfolio vulnerabilities and concentrations; recommend mitigants informed by scenario analysis and market regimes and market structure (capital market research).
Governance, Controls and Quality Assurance
Ensure research outputs meet internal standards for
methodology
, documentation,
controls
and compliance (especially where they inform client outcomes).
Maintain strong version control and decision logs for CMAs, asset allocation recommendations, and major view changes.
Support audit/regulatory readiness by ensuring processes are transparent and defensible.
Stakeholder Management and Influence
Build trusted relationships across
PWM
to ensure research insights are understood and adopted.
Provide subject matter
expertise
to support adviser queries and client-facing narratives
,
ensuring consistency with investment views and governance.
About You
We're
looking for someone with:
Enjoys spending their time building and managing complex finan
cial models,



combining quantitative analysis and qualitative judgement with strong Excel skills
(or coding skills)
.
7 -
1
2
+
years
of experience
in asset allocation and/or portfolio management, with extensive experience in asset allocation and multi-asset
class investing, preferably within
an
institutional
and/
or wealth management setting.
An appropriate undergraduate
degree (commerce, economics, business,
finance
or other technical area of study e.g. science) and/or relevant investment post-graduate qualifications (e.g. CFA, CAIA, MBA,
MAppFin
).
RG146 accreditation is preferable.
Deep understanding of macroeconomics, financial markets, and asset class behaviour across market cycles.
Demonstrated ability to translate complex research into practical,
client
‐
relevant
investment insights.
Advanced analytical capability,
Strong written and verbal communication skills, with the ability to engage effectively with stakeholders
and
influenc
e
senior
decision
‐
makers
.
Intellectual curiosity, sound
judgement
and the maturity to
represent
Perpetual with confidence.
How we work
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.
Employee benefits
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Study support and commitment to supporting professional development
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an setting where you can thrive
.

📌 Manager, Capital Markets Research & Asset Allocation - Perpetual Wealth Management (Sydney)
🏢 Perpetual
📍 Sydney