More Time Off for What Matters: Enjoy up to 6 weeks of leave
Hybrid office/work-from-home environment
Senior role with opportunity to influence investment outcomes
Perpetual Wealth
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
As a key member of the Perpetual Private Investment Research team, you will contribute to the management of multi-manager Real Assets and Growth Asset classes strategies, including private markets, while supporting broader growth asset class research. You'll research investment managers and opportunities, contribute to portfolio design and management, and help deliver high-quality investment outcomes and solutions for clients. Experience in other asset classes will also be considered.
Role responsibilities include:
Research, assess and recommend investment managers and opportunities across Real Assets, Equities, Growth Alternatives and Responsible Investment strategies.
Monitor and maintain the Approved Product List (APL) and contribute to portfolio construction and manager selection decisions.
Support the design, review and ongoing management of implemented and model portfolios.
Prepare and present investment research and recommendations to Investment Committees and contribute to Board and committee papers.
Participate in strategic and dynamic asset allocation discussions and contribute to Perpetual Private's investment strategy and House View.
Deliver investment communications, presentations and technical support to advisers and clients.
About you
Relevant tertiary qualification in Commerce, Economics, Business, Finance, Science, Mathematics or a related discipline.
Postgraduate investment qualifications such as CFA, CAIA, MBA or Master of Applied Finance.
5-10+ years' experience in investment research, preferably within a multi-manager or dealer group environment.
Demonstrated experience across Real Estate, Infrastructure, Equities, Growth Alternatives or related asset classes.
Strong portfolio construction, analytical, modelling and quantitative skills, with knowledge of ESG and Responsible Investing principles.
Excellent written and verbal communication skills with the ability to work independently and take ownership of investment decisions.
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
- 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.
Skills Required
- Relevant tertiary qualification in Commerce, Economics, Business, Finance, Science, Mathematics, or related discipline
- Postgraduate investment qualification such as CFA, CAIA, MBA, or Master of Applied Finance
- 5-10+ years of experience in investment research, preferably in a multi-manager or dealer group environment
- Experience across Real Estate, Infrastructure, Equities, Growth Alternatives, or related asset classes
- Strong portfolio construction, analytical, modelling, and quantitative skills
- Knowledge of ESG and Responsible Investing principles
- Excellent written and verbal communication skills
- Ability to work independently and take ownership of investment decisions
What We Do
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States
