Research Analyst at Perpetual Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

06 Jan, 26

Salary

0.0

Posted On

08 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Research Analysis, Investment Management, Financial Markets, Data Analysis, Microsoft Excel, PowerPoint, VBA, Communication, Attention to Detail

Industry

Financial Services

Description

Shape the future of Perpetual Asset Management - where data meets strategy and your insights drive impact. More Time Off for What Matters: Enjoy up to 6 weeks of leave Hybrid working environment 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. Perpetual Asset Management is a global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan, and TSW. About the role We’re looking for a detail-oriented and driven Research Analyst to join our Investment Solutions & Oversight (ISO) team. This centralised function supports Perpetual Group’s diverse investment boutiques, working closely with Sales, Product, and Distribution teams to deliver high-quality investment artefacts, insights, and analysis. As an Investment Solutions Analyst, you’ll play a key role in supporting our distribution and client service efforts. You’ll assist in the creation and management of pitch books, RFPs, DDQs, and technical sales materials, while delivering timely and accurate investment data and commentary. Key Responsibilities: Collaborate with ISO, Sales, and Investment teams to produce and update pitch books and product artefacts. Provide accurate data and insights for Research Houses, Asset Consultants, and client reviews. Respond to technical and information requests from Distribution teams. Create bespoke and standard competitor analyses using Morningstar Direct, Factset, and internal systems. Assist Investment Specialists in delivering regular portfolio updates and insights. Support the completion of RFPs and DDQs with tailored, high-quality responses. Maintain and write FSC Fund documentation. What We’re Looking For: Undergraduate degree required; postgraduate qualifications (or currently studying) in Finance or a related field are desirable. Proficiency in Microsoft Excel and PowerPoint; VBA skills required High attention to detail. Some experience in investment management or a related discipline. Strong understanding of financial markets and investment management. Excellent written and verbal communication skills. Willingness to support out-of-hours work when required 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 Diversity and inclusion 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. Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886. Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives. Trust is earned, every day. We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations. Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients. In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth. Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.

Responsibilities

The Research Analyst will collaborate with various teams to produce and update investment materials, ensuring timely and accurate data delivery. They will also assist in responding to technical requests and support the completion of RFPs and DDQs.