Senior Investment Research Analyst — Hybrid/Remote

Perpetual Limited; Sydney; Hybrid; AUD 150,000 - 210,000; Full time

Benefits offered by this job

Up to 6 weeks leave

Hybrid work arrangement

Senior role with influence on outcomes

Job summary

Perpetual Limited in Sydney seeks a senior investment researcher to join the Perpetual Private Investment Research team, managing Real Assets and Growth Asset research while supporting broader portfolio design and client outcomes in a hybrid work setting.

You will assess managers across Real Assets, Equities and Responsible Investing, maintain the APL, and present to Committees, influencing strategy and the House View.

Qualifications

• Relevant tertiary qualification in Commerce, Economics, Business, Finance, Science, Mathematics or 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.

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.

Skills

Investment research

Portfolio construction

Modelling

ESG integration

Communication

Education

Tertiary qualification in Commerce, Economics, Finance, etc.

Postgraduate investment qualifications (CFA/CAIA/MBA)

Job description

Perpetual Limited in Sydney seeks a senior investment researcher to join the Perpetual Private Investment Research team, managing Real Assets and Growth Asset research while supporting broader portfolio design and client outcomes in a hybrid work setting.

You will assess managers across Real Assets, Equities and Responsible Investing, maintain the APL, and present to Committees, influencing strategy and the House View.