Senior Research Analyst

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

• 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.

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.

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

About Perpetual

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. Each 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.

In 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.

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