A hands‑on start to a real investment career, not just a graduate role.
Build investment skills fast, with support from experienced specialists.
Get close to real portfolios, real data and real decision‑makers.
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
This graduate opportunity sits within Perpetual’s Investment Solutions & Oversight (ISO) team and is ideal for someone at the start of their career who wants broad exposure to the investment management industry.
ISO is a central team that works across Perpetual and Pendal’s investment boutiques, partnering closely with investment specialists, responsible investment, distribution and client service teams.
In your first year, you’ll combine core analyst responsibilities with structured project work across investment and distribution teams. From year two, you’ll move into a full-time analyst role supporting investment oversight, analysis and sales enablement activities.
Key Responsibilities:
Supporting investment and distribution teams by producing and updating pitch books, data templates and product materials
Preparing competitor analysis and technical insights using Morningstar Direct,
FactSet and internal systems
Delivering timely and accurate information for research houses, consultants and client reporting
Responding to technical and data requests from distribution, working closely with reporting and performance teams
Supporting performance reporting, data analysis and ad hoc investment research
Working with investment specialists to deliver portfolio insights to sales teams
Contributing to process improvements and the adoption of new tools and technology
Participating in investment projects during rotations, including ESG analysis and portfolio research
What We’re Looking For:
Recently completed an undergraduate degree in finance, commerce, economics, engineering, mathematics, data science or a related discipline
Strong academic performance and demonstrated interest in financial markets
Graduate to early‑career level, with up to two years’ experience
Strong Excel skills and analytical capability
Willingness to learn new systems and investment tools
High attention to detail and ability to juggle multiple priorities
Collaborative, curious and keen to learn from experienced professionals
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.
