Deliver analytics that directly influence portfolio decisions and investment outcomes
Be recognised as a technical expert and mentor within a high‑calibre analytics team
12‑month maximum‑term opportunity with strong exposure to portfolio managers and senior stakeholders
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
As a Senior Analyst, Investment Analytics, you will play a critical role in delivering accurate, timely and insightful performance and attribution reporting across a broad range of asset classes. You’ll provide technical oversight, act as a subject matter expert on complex attribution matters and support continuous improvement across the Investment Analytics function.
This 12-month max term contract role offers significant exposure to portfolio managers and senior stakeholders and is well suited to someone who enjoys combining technical expertise with collaboration, problem‑solving and mentoring.
Key Responsibilities:
Deliver daily and monthly performance and attribution reporting across equity, fixed income, diversified and absolute return strategies.
Provide daily fixed income and equity attribution analysis to portfolio managers, with clear and concise explanations.
Complete month‑end performance, attribution and ad‑hoc reporting requests.
Act as a subject matter expert on complex attribution queries and present insights to senior stakeholders.
Identify operational issues early and resolve or escalate appropriately.
Manage data flows across holdings, pricing, benchmarks, corporate actions and analytics outputs.
Work effectively with IBOR and ABOR data structures and custodial feeds.
Support BAU delivery through strong governance, controls and data quality processes.
Build risk knowledge to support cross‑training with the Investment Risk team.
Provide technical guidance and support to junior analysts.
What We’re Looking For:
Degree qualification (preferred).
CFA and/or CIPM qualifications beneficial.
5+ years’ experience in performance measurement or investment analytics.
Proven experience delivering performance and attribution reporting under time‑critical deadlines.
Strong understanding of fixed income performance drivers, including carry, roll‑down, duration, curve, spreads, FX and inflation‑linked analytics.
Ability to interpret and clearly explain analytics to portfolio managers and non‑technical stakeholders.
Advanced Excel, Power Query, Power BI and SQL skills.
Strong experience with FactSet performance and analytics modules.
Experience working with IBOR vs ABOR data and custodial feeds.
Exposure to investment risk frameworks desirable.
Demonstrated ability to leverage digital tools and emerging analytics capabilities to improve efficiency and insights.
Strong risk awareness and commitment to regulatory and internal governance standards.
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.
