More Time Off for What Matters: Enjoy up to 6 weeks of leave
Flexible Work Environment: Work where we work best – whether in the office or from home.
Work with our highly regarded Investments Team in this key support role.
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.
This exciting role sits within the Perpetual Private (PP) Investments Team, and will have responsibility for the governance, reporting and analytics on the performance of Perpetual Privates investment portfolios. The role also involves providing quantitative and technical support for investment research, portfolio management, performance reporting, and advisor and client collateral.
About the Role
As a Quantitative Analyst you will:
Create, audit and maintain key financial models used within the Investment Research team to support Asset Allocation reviews, manager reviews and market analysis.
Create, automate and maintain quantitative performance packs to support investment management and portfolio performance reporting to various stakeholders.
Develop and produce bespoke client portfolio reporting for major clients of the Perpetual Private advice network.
Manage the various portfolio management activities of the investment portfolios (hedging foreign exposures, cash flow monitoring, processing of investment trade instructions and adjusting the asset allocations of multi asset investment portfolios in accordance with the investment guidelines).
Contribute to the production of board papers and governance requirements for Perpetual Private products and offers.
About You
We’re looking for someone with:
A university degree in a subject related to investment, finance, technology, mathematics or similar. Progress towards a post-graduate qualification such as MAppFin, CIMA or CFA will be viewed favourably.
Demonstrated experience in analysing multi-asset class funds and investments.
Experience in the wealth management or investment industry in a relevant investment, analytic or performance related role.
Advanced MS Excel and financial modelling skills, and intermediate/advanced MS Word and PowerPoint.
Familiarity with data analysis and database methods is required, and experience with programming languages (such as SQL, R, MATLAB) would be beneficial.
Experience with financial data systems is desirable (eg. Factset, Bloomberg)
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.
