More Time Off for What Matters: Enjoy up to 6 weeks of leave
Base yourself in our
state of the art
, central Sydney office
Develop your career working
with our highly regarded Investments 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
This role sits within the Perpetual
Wealth
Management
Investment
Research t
eam
and
will
assist
in the management of Multi-Manager Equities and Growth Alternative strategies, including contributing to the delivery of the research agenda.
Y
ou'll
research and make recommendations on a wide breadth of investment managers and opportunities
,
including
our
Responsible Investment options
.
You'll
contribute to the design and portfolio
construction
of multi-manager funds,
implemented
and model portfolios and the delivery of investment solutions for our clients.
You'll
:
Conduct in-depth research and due diligence across
E
quities and
G
rowth




A
lternatives to
identify
and recommend high-quality investment opportunities, including
Responsible Investment
focused strategies.
Maintain and
monitor
the Approved Product List (APL)
for relevant sectors and asset classes
, ensuring consistency
across investment recommendations, approvals, model
portfolios
and investment opportunities pipeline
.
Contribute to portfolio strategy and asset allocation decisions, including development of the house view and sourcing of opportunistic investments.
Prepare and deliver high-quality investment insights, reports, and presentations to
the I
nvestment
C
ommittee
and Board
, advisers, and clients.
Portfolio management duties such as implementation of portfolio changes and corporate actions (
e.g.
portfolio transitions, trading, currency hedging, etc.)
.
About You
We're
looking for someone with:
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
).
1-5
+ years' experience as a multi-manager
/dealer group
research analyst with demonstrable experience in
Equities and Growth Asset
Income classes research
.




Investment experience across traditional and alternative asset classes, including portfolio management of multi-manager funds.
Strong understanding of portfolio construction theory, investment markets, and financial instruments.
Knowledge and experience
of
ESG factors and Responsible Investing.
Strong numeric,
modelling
and analytical skills, as well as robust presentation skills.
Excellent written and verbal communication skills, and experience in Investment Committee reporting.
A track record
of taking ownership and accountability of
decisions that
impact
investment performance.
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 environment where you can thrive
.

📌 Research Analyst - Perpetual Wealth Management (Sydney)
🏢 Perpetual
📍 Sydney