Graduate Analyst - ISO

Perpetual Limited; Sydney; On-site; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Work from anywhere in Australia

Wellbeing allowance

Study support

Job summary

Perpetual Limited is seeking a Graduate Investment Solutions Analyst to join the Investment Solutions & Oversight (ISO) team in Asset Management Australia. You will gain exposure to investment teams across Australian Equities, Fixed Income and Multi-Asset strategies while developing analytical and client-focused skills.

In your first year you will split time between ISO activities and rotations before transitioning to a full-time analyst role supporting oversight, analytics and reporting across

Qualifications

• Strong academic record and genuine interest in financial markets.
• Up to two years of experience through internships or projects.
• Advanced Excel skills; VBA or Python advantageous.
• Willingness to learn investment platforms such as FactSet, Morningstar Direct and Bloomberg.
• Clear verbal and written communication.
• Highly organised, detail-oriented and collaborative.

Responsibilities

• Support the creation and maintenance of investment presentations, data templates and product materials.
• Produce competitor analysis and sales support materials using investment and market data platforms.
• Deliver accurate investment information for research houses, consultants and client reviews.
• Respond to technical and information requests from internal stakeholders across distribution and investment teams.
• Assist with portfolio analysis, performance reporting and investment research projects.
• Contribute to process improvements and adoption of new tools and technology within the team.
• Participate in project-based work including client commentary, ESG analysis and portfolio risk analysis.

Skills

Finance

Economics

Mathematics

Data analysis

Excel

Python

VBA

Communication

Education

Undergraduate degree in Finance / Commerce / Economics / Mathematics / Engineering / Data Science

Tools

Excel

VBA

Python

FactSet

Morningstar Direct

Bloomberg

Job description

• Build hands on experience across investment solutions, analytics and distribution in a leading asset manager.

• Gain direct exposure to investment teams across multiple asset classes in your first year.

• Develop technical investment expertise while working alongside Investment Specialists and portfolio experts.

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.

Asset Management

A global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.

About the role

We are looking for a Graduate Investment Solutions Analyst to join the Investment Solutions & Oversight (ISO) team within Asset Management Australia. This role offers a unique opportunity to build a broad understanding of investment management while developing technical, analytical and client-focused skills.

The ISO team is a centralised function that works closely with investment specialists, responsible investment experts, distribution teams and investment boutiques across the Perpetual Group. During your first year, you will split your time between supporting key ISO activities and gaining exposure to investment teams across areas such as Australian Equities, Fixed Interest and Multi Asset strategies. You will then transition into a full-time analyst role supporting investment oversight, analytics and reporting activities.

Key responsibilities:

• Support the creation and maintenance of investment presentations, data templates and product materials.

• Produce competitor analysis and sales support materials using investment and market data platforms.

• Deliver accurate investment information for research houses, consultants and client reviews.

• Respond to technical and information requests from internal stakeholders across distribution and investment teams.

• Assist with portfolio analysis, performance reporting and investment research projects.

• Contribute to process improvements and the adoption of new tools and technology within the team.

• Participate in project-based work including client commentary, ESG analysis and portfolio risk analysis.

About you

• Recently completed an undergraduate degree in Finance, Commerce, Economics, Mathematics, Engineering, Data Science or a related discipline.

• Demonstrate a strong academic record and genuine interest in financial markets.

• Have up to two years of experience through internships, placements, university projects or other relevant experience.

• Bring strong analytical and problem-solving skills.

• Have advanced Excel skills, including formulas and pivot tables. Experience with VBA or Python is advantageous.

• Are keen to learn investment platforms such as FactSet, Morningstar Direct and Bloomberg.

• Communicate clearly and confidently, both verbally and in writing.

• Are highly organised, detail-oriented and enjoy working collaboratively across teams.

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