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More Time Off for What Matters: Enjoy up to 6 weeks of leave
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Flexible Work Environment: Work where you work best – whether in the office or from home.
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Join an experienced Australian Equities team, further honing your analytical and portfolio skills, while also gaining a unique exposure to the institutional funds management and broking market in a dynamic Wealth Management 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.
An exciting opportunity to be part of Perpetual Wealth within our Direct Equities Team focusing on managing a number of portfolio strategies with ~$4.5b of client funds under management.
About the role
As part of a small, focused Equities team, you will:
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Conduct ongoing fundamental company analysis within assigned sector responsibilities and report ‘conviction views’ to the team.
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Participate in building, maintaining and monitoring company valuation infrastructure.
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Build relationships across the industry (listed corporates, broker analysts, industry contacts)
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Maintain and regularly review approved stock lists in accordance with Perpetual Wealth investment process. As part of a team, construct and maintain model portfolios which are expected to outperform the market and add value to client portfolios
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Maintain and monitor regular reporting & update tasks – including valuation spreadsheets, performance reporting, document tracking.
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Research and prepare regular and one-off articles, market updates, training sessions, advisor and client presentations.
About you:
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Min 5 year's experience in an analytical investment related role (equities) within the mainstream institutional stockbroking or funds management industry
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A passion for investments, particularly equities and strong analytical capability.
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Experience in qualitative and quantitative finance techniques, valuations etc, and a high skill level with excel spreadsheets (good knowledge of macros and pivot tables preferable).
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Excellent communications skills (both verbal and written) - ability to communicate with experts and laypersons alike
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
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Work from anywhere in Australia for up to one month each year.
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An annual allowance to empower you to prioritise your personal wellbeing.
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Access to LinkedIn learning, study support and commitment to supporting professional development.
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We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.
Diversity and inclusion
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WGEA Employer of Choice for gender equality since 2018.
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Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
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A growing number of employee-led networks who work to raise awareness and drive continued change.
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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.
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