Analyst - Investment Solutions & OversightLocation: SydneyTime Type: Full timePosted On: Posted 4 Days AgoTime Left to Apply: End Date: November 29, 2024 (23 days left to apply)Job Requisition ID: R7358Great opportunity to work alongside some of Australia's leading investment teamsMore time off for the things that matter - Up to 6 weeks' leaveWork where we work best - Hybrid office/work-from-home environmentAbout Perpetual GroupPerpetual 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.About the RoleYou will be working with part of the Investment Solutions & Oversight team (ISO) within the Asset Management division. ISO is a centralized function that includes Investment Specialists, Responsible Investment experts, and a technical function that supports Investment teams, Product and Distribution. The team works closely with each of the independent investment boutiques within Perpetual Group.The mission of the role is to assist with the management and production of a range of artefacts, data, and investment analysis that supports PAMA's distribution and client service efforts. As the Investment Solutions Analyst, you will:Work with Investment Specialists on the provision of regular insights and portfolio information updates to the broader Sales Team.Write market and portfolio commentary.Assist the ISO, Sales, and Investment teams with the production and updating of Pitch books, RFPs, DDQs, and other pitch material.Respond to information and technical requests from Distribution in liaison with other teams (e.g. Reporting, Performance & Analytics).Produce ad hoc, bespoke, and standard competitor analyses and other technical sales support material using the Morningstar Direct System, Factset, and internal systems.Maintain and write FSC Fund documentation.Deliver accurate and timely information to Distribution for Research Houses and Asset Consultants and client reviews.About YouCompleted undergraduate degree.Postgraduate qualifications, or studying for postgraduate qualifications in a Finance-related area is desirable.Some experience in investment management-related role or discipline.Good technical knowledge and understanding of the Investment Management industry and financial markets.Strong written and oral communication skills.High attention to detail.Microsoft Excel/ VBA will be highly regarded.Employee BenefitsWork from anywhere in Australia for up to one month each year.An annual allowance to empower you to prioritize your personal wellbeing.Access to LinkedIn learning, study support, and commitment to supporting professional development.We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.Diversity and InclusionWGEA Employer of Choice for gender equality since 2018.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.
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