Senior Research Analyst

Perpetual Limited; Sydney; Hybrid; AUD 180,000 - 240,000; Full time

Benefits offered by this job

Up to 6 weeks leave

Hybrid work environment

Work from anywhere in Australia up to

one month each year

Job summary

Perpetual Limited’s Perpetual Private Investment Research team seeks a senior investment researcher to manage multi-manager Real Assets and Growth Asset strategies, including private markets, and to support broader research across growth assets. You will research managers, contribute to portfolio design, present to committees, and help deliver investment outcomes for clients.

Relevant qualifications and 5-10+ years' experience preferred; ESG knowledge valued.

Qualifications

• 5-10+ years’ experience in investment research.
• Experience with multi-manager or dealer group environments preferred.
• Demonstrated ability across Real Estate, Infrastructure, Equities, Growth Alternatives or related asset classes.
• Strong portfolio construction, analytical, modelling and quantitative skills, with ESG awareness.

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

Analytical skills

Communication skills

Quantitative modelling

ESG & Responsible Investing

Education

CFA/CAIA/MBA

Relevant tertiary degree in Finance/Economics/Commerce

Job description

• 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,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.

About the role

As a key member of the Perpetual Private Investment Research team, you will contribute to the management of multi-manager Real AssetsandGrowthAsset classesstrategies, including private markets, while supporting broader growth asset class research.You’llresearch 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 willalso be considered.

Role responsibilities include:

• Research, assess and recommend investment managers and opportunities across Real Assets, Equities, Growth Alternatives and Responsible Investment strategies.

• Monitor andmaintainthe Approved Product List (APL) and contribute to portfolio construction and manager selection decisions.

• Support the design,reviewand 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,Mathematicsor a related discipline.

• Postgraduate investment qualifications such as CFA, CAIA,MBAor 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, GrowthAlternativesor related asset classes.

• Strong portfolio construction, analytical,modellingand 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.

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
• 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.