Investment Specialist – Client Solutions and Research Relationships

Perpetual; Sydney; Hybrid; AUD 140,000 - 210,000; Full time

Benefits offered by this job

Up to 6 weeks leave

Hybrid work model

Job summary

Perpetual Wealth Management in Sydney seeks an Investment Specialist to translate investment philosophy into practical solutions for advisers and clients. This hybrid role supports priority client segments and contributes to client acquisition, retention and review activities.

Responsibilities include guiding advisers on portfolio construction, contributing to research and client materials, delivering training, and presenting recommendations to investment committees.

Qualifications

• Undergraduate degree in commerce, economics, business or finance.
• RG146 accreditation is required.
• 7+ years' experience in investment-related roles.
• Sales or client experience within an advisory context.
• Strong understanding of portfolio theory, investment markets and financial instruments.
• Excellent written and verbal communication with presentation skills.

Responsibilities

• Provide guidance to advisers on portfolio construction and manager selections.
• Lead or contribute to investment-related client work and materials.
• Deliver training and coaching on investment philosophy and market views.
• Develop investment research, client communications and sales collateral.
• Present investment recommendations and portfolio outlooks to committees.

Skills

Portfolio theory

Client sales

Communication skills

Numerical modelling

Education

Undergrad degree in commerce/economics/business/finance

Tools

CFA/MBA in progress

Job description

Investment Specialist - Client Solutions and Research Relationships

More Time Off for What Matters: Enjoy up to 6 weeks of leave

Hybrid office/work-from-home environment

Help translate investmentexpertiseinto practical solutions and insights for advisers and clients

Perpetual Wealth Management

The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financialplanningand Priority Life - offering a unique mix of wealth management,adviceand 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, successionplanningand philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.

As part of an exciting new chapter, Perpetual Wealth will soon become a standalone business as part of the recently announced acquisition by Bain Capital. This creates a unique opportunity to join a business focused on growth, innovation, and delivering exceptional outcomes for clients.

About the role

Reportingto the Investment Director, this role will translate the investment philosophy, processes and insights of Perpetual Wealth Management's Investments and Direct Equities teams into clear advice, clientcommunicationsand practical investment solutions. You will work with advisers, investmentteamsand stakeholders to support priority client segments and contribute investmentexpertiseto client acquisition,retentionand review activities.This role is available due to internal movement within the Investment team.

Role responsibilities include:

Provide guidance to advisers on portfolio construction, investment-manager structures, managerselection,evaluationand performance discussions.

Lead or contribute to investment-related client work, including research insights, analysis, asset-allocation recommendations, managerrecommendationsand presentation materials.

Deliver training, briefings and coaching to advisers on investment philosophy, market views, portfolio construction, risk settings,implementationand client communication.

Develop high-quality investment research, client communications, salescollateraland commentary on key market events.

Present investment recommendations, market insights, portfolio performance and outlooks to advisers, clients,boardsand investment committees.

Where required, manage relationships with external research houses toestablishand maintain third-party ratings for relevant internally managed investment strategies.

About you

An appropriate undergraduatedegree in commerce, economics,businessor finance, with attainment of orsignificant progresstowards a relevant postgraduate qualification such as CFA or MBA.

RG146 accreditation and at least seven years' experience in investment-related roles.

Sales or client experience, preferably within an advice context, and a strong understanding of portfolio theory, investmentmarketsand financial instruments.

Excellent written and verbal communication skills, supported by strong presentation capabilities and experience presenting to investment committees.

Strong numerical,modellingand analytical capabilities, with excellent attention to detail and the ability to work independently and take ownership of tasks.

The ability to synthesise complex information, communicate technical concepts to varied audiences and interpret investment information from a client perspective.

Our unique culture is underpinned by our three organisational behaviours, Stretch,Ownit,Makean 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'recommitted 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.