At Perpetual we know our people are responsible for our continued success. An investment in the growth of our people is an investment in the future of our business. We are serious about supporting your career and development atPerpetual and so we encourage you to consider this exciting opportunity.Perpetual Private is seeking a Senior Research Analyst to join the team.This role is focused on working within the Direct Equities team who are responsible for the Perpetual Private direct equities investment process.The role involves the construction and maintenance of approved lists and model portfolios for listed Australian equity investments.Sounds interesting? Here are some specifics about the opportunity:Conduct ongoing fundamental company analysis within assigned sector responsibilities and report 'conviction views' to the team. Participate in building, maintaining and monitoring company valuation infrastructure.Build relationships across the industry (listed corporates, broker analysts, industry contacts etc) and use Perpetual Investments where applicable for viewsMaintain and regularly review approved stock lists in accordance with PW investment process. As part of a team, construct and maintain model portfolios which are expected to outperform the market and add value to client portfoliosMaintain and monitor regular reporting & update tasks – including valuation spreadsheets, performance reporting, document tracking etcResearch and prepare regular and one-off articles, market updates, training sessions, advisor and client presentations etc.To be considered for this opportunity, your qualifications, skills and experience could include:Degree qualified in a relevant financial discipline, preferably with, or in the process of attaining, appropriate post-graduate qualifications (eg. CFA)5-10+ years in an analytical investment related role (equities) within the mainstream institutional stockbroking or funds management industry (current senior role)Passion for investments, particularly equitiesStrong analytical capability. Experience in qualitative and quantitative finance techniques, valuations etc. The candidate should also demonstrate strong thought processes and have a questioningmind/personality.High skill level with excel spreadsheets (good knowledge of macros and pivot tables preferable)Excellent communications skills - ability to communicate with experts and laymen alikeAt Perpetual we know our people are responsible for our continued success. An investment in the growth of our people is an investment in the future of our business. We are serious about supporting your career and development atPerpetual and so we encourage you to consider this exciting opportunity.Perpetual Private is seeking a Senior Research Analyst to join the team.This role is focused on working within the Direct Equities team who are responsible for the Perpetual Private direct equities investment process.The role involves the construction and maintenance of approved lists and model portfolios for listed Australian equity investments.Sounds interesting? Here are some specifics about the opportunity:Conduct ongoing fundamental company analysis within assigned sector responsibilities and report 'conviction views' to the team. Participate in building, maintaining and monitoring company valuation infrastructure.Build relationships across the industry (listed corporates, broker analysts, industry contacts etc) and use Perpetual Investments where applicable for viewsMaintain and regularly review approved stock lists in accordance with PW investment process. As part of a team, construct and maintain model portfolios which are expected to outperform the market and add value to client portfoliosMaintain and monitor regular reporting & update tasks – including valuation spreadsheets, performance reporting, document tracking etcResearch and prepare regular and one-off articles, market updates, training sessions, advisor and client presentations etc.To be considered for this opportunity, your qualifications, skills and experience could include:Degree qualified in a relevant financial discipline, preferably with, or in the process of attaining, appropriate post-graduate qualifications (eg. CFA)5-10+ years in an analytical investment related role (equities) within the mainstream institutional stockbroking or funds management industry (current senior role)Passion for investments, particularly equitiesStrong analytical capability. Experience in qualitative and quantitative finance techniques, valuations etc. The candidate should also demonstrate strong thought processes and have a questioningmind/personality.High skill level with excel spreadsheets (good knowledge of macros and pivot tables preferable)Excellent communications skills - ability to communicate with experts and laymen alikeOur opportunity We'd love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best. Our benefitsTwo weeks additional paid leave for Well-being & Community LeaveMarket competitive Parental LeaveAccess to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and moreWhy join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact.We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We're living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.Perpetual strongly encourages our employees to be vaccinated for the safety of our team and stakeholders. Some governments require employees to be up to date with their vaccinations against COVID-19 or have a current medical exemption to be able to attend a Perpetual office or attend a face to face meeting. Other roles may also require that full vaccination is maintained for the safety and well-being of our clients. We will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.Trust is earned, every day.We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.Our PeopleEach and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients.Our HistoryIn 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.#J-18808-Ljbffr
