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.
