Junior Investment Analyst- PCT

at  Perpetual Limited

• More Time Off for What Matters: Enjoy up to 6 weeks of leave
• Flexible Work Environment: Work where you work best – whether in the office or from home.
• Work with leading international institutional investors
  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.
  Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business and has entered into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire the Corporate Trust and Wealth Management businesses.
  An exciting opportunity to be part of the wider Perpetual Corporate Trust Division.
  Perpetual Corporate Trust
  Our corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It administers securitisation portfolios, investment and debt structures to protect the interests of our clients’ investors. Corporate trust supports clients locally and overseas with a unique offering through five key service offerings: Debt Market Services; Managed Fund Services; Perpetual Asia, headquartered in Singapore; Perpetual Digital, and Laminar Capital.
  About the role

Join our dynamic Investment Management team! As a Junior Investment Analyst, you will:

• Prepare recommendation papers following completion of asset related due diligence and other significant investment activities.
• Preparation of quarterly reports, committee and board papers covering market analysis, fund performance, peer performance and significant fund activities for the period.
• Stakeholder management, including clients, Wholesale Trustee, RE Services, external investment and asset managers, fund accountants, custodians, data providers and other service providers.
• Assist the Senior Investment Manager with operational matters including maintenance of finance-related tasks and customer relationship management system as well as delivering key projects and objectives.

About you

We’re looking for someone with:

• EssentialUndergraduate qualification in a relevant discipline (Finance, Accounting and/or Economics)1-2-years’ financial services experience.
• Desirable
• Experience in Australian commercial property, real assets and/or fund performance attribution
• Big 4, consulting, funds management and professional services background
• Special Requirements
• Proven track record in achieving results within a time sensitive transactional environment
• Being able to work both independently and within a team.

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.
• Access to LinkedIn learning, study support and commitment to supporting professional development.

Diversity and inclusion

• WGEA Employer of Choice for gender equality since 2018.
• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
• A growing number of employee-led networks who work to raise awareness and drive continued change.
• We support over 50 First Nations Communities, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

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

Please refer the Job description for details