Graduate Investment Solutions Analyst — Study Support

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

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