In-Demand Paraplanner, perpetual wealth management Jobs in New South Wales

Graduate Analyst - ISO
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Management
- Finance
- Work from home
11d
People & Culture Associate – Perpetual Corporate Trust
Perpetual Limited —Sydney NSW
- Urgently hiring
- Hybrid work
- Management
- Customer service
- Communication skills
- Work from home
1d
Senior Manager, Investment Operations, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Research
- Analysis skills
- Work from home
8d
Integration Manager, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- AI
- Business
- Work from home
Integration Analyst – Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Salesforce
- AI
- Work from home
Accounts Payable Officer, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Accounting
- Communication skills
- Work from home
13d
Paraplanner, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Work from home
Workplace Lead, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Bachelor's degree
- Agile
- IT
- Work from home
10d
Accounts Receivable Officer, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Microsoft Office
- Organisational skills
- Work from home
13d
Paraplanner
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Salesforce
- Communication skills
- Annual leave
- Work from home
Procurement Specialist (Vendor Manager), Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Finance
- Bachelor's degree
- No degree
- Work from home
8d
Payroll Manager, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Management
- Finance
- Work from home
Credit Analyst
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Finance
- Analysis skills
- Work from home
Mailroom Officer – Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Outlook
- Administrative experience
- Computer skills
- Work from home
8d
Senior Research Analyst
Perpetual Limited —Sydney NSW
- Full-time
- Research
- Finance
- Master's degree
- Work from home
7d
Mortgage Operations Officer – Perpetual Corporate Trust
Perpetual Limited —Sydney NSW
- Full-time
- No experience needed
- Financial services
- In-person
- Work from home
Client Manager, Responsible Entity Services – Perpetual Corporate Trust
Perpetual Limited —Sydney NSW
- Up to $133,000 a year
- Full-time
- Management
- Administrative experience
- Financial services
- Work from home
Paraplanners
Bottrell Business Consultants —Newcastle NSW
- Research
- Finance
- Analysis skills
Product Associate
Perpetual Limited —Sydney NSW
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Work from home
Senior Product Analyst, Custody – Perpetual Corporate Trust
Perpetual Limited —Sydney NSW
- Full-time
- Finance
- Master's degree
- Bachelor's degree
- Work from home

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Graduate Analyst - ISO

Perpetual Limited -
Sydney NSW

Apply Now

Job Details

Full-time
11 days ago

Benefits

Work from home

Qualifications

Investment
Investment management
Microsoft Excel
Management
Bloomberg
Finance
Analysis skills
Bachelor's degree
Business
Analytics

Full Job Description

Build hands on experience across investment solutions, analytics and distribution in a leading asset manager.
Gain direct exposure to investment teams across multiple asset classes in your first year.
Develop technical investment expertise while working alongside Investment Specialists and portfolio experts.

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.

Asset Management

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 are looking for a Graduate Investment Solutions Analyst to join the Investment Solutions & Oversight (ISO) team within Asset Management Australia. This role offers a unique opportunity to build a broad understanding of investment management while developing technical, analytical and client-focused skills.

The ISO team is a centralised function that works closely with investment specialists, responsible investment experts, distribution teams and investment boutiques across the Perpetual Group. During your first year, you will split your time between supporting key ISO activities and gaining exposure to investment teams across areas such as Australian Equities, Fixed Interest and Multi Asset strategies. You will then transition into a full-time analyst role supporting investment oversight, analytics and reporting activities.

Key responsibilities:

Support the creation and maintenance of investment presentations, data templates and product materials.
Produce competitor analysis and sales support materials using investment and market data platforms.
Deliver accurate investment information for research houses, consultants and client reviews.
Respond to technical and information requests from internal stakeholders across distribution and investment teams.
Assist with portfolio analysis, performance reporting and investment research projects.
Contribute to process improvements and the adoption of new tools and technology within the team.
Participate in project-based work including client commentary, ESG analysis and portfolio risk analysis.

About you

Recently completed an undergraduate degree in Finance, Commerce, Economics, Mathematics, Engineering, Data Science or a related discipline.
Demonstrate a strong academic record and genuine interest in financial markets.
Have up to two years of experience through internships, placements, university projects or other relevant experience.
Bring strong analytical and problem-solving skills.
Have advanced Excel skills, including formulas and pivot tables. Experience with VBA or Python is advantageous.
Are keen to learn investment platforms such as FactSet, Morningstar Direct and Bloomberg.
Communicate clearly and confidently, both verbally and in writing.
Are highly organised, detail-oriented and enjoy working collaboratively across teams.

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. 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.

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

Apply Now

Refine Your Search

paraplanner, perpetual wealth management jobs in new south wales

Graduate Analyst - ISO

People & Culture Associate – Perpetual Corporate Trust

Senior Manager, Investment Operations, Perpetual Wealth Management

Integration Manager, Perpetual Wealth Management

Integration Analyst – Perpetual Wealth Management

Accounts Payable Officer, Perpetual Wealth

Paraplanner, Perpetual Wealth Management

Workplace Lead, Perpetual Wealth Management

Accounts Receivable Officer, Perpetual Wealth

Paraplanner

Procurement Specialist (Vendor Manager), Perpetual Wealth

Payroll Manager, Perpetual Wealth

Credit Analyst

Mailroom Officer – Perpetual Wealth Management

Senior Research Analyst

Mortgage Operations Officer – Perpetual Corporate Trust

Client Manager, Responsible Entity Services – Perpetual Corporate Trust

Paraplanners

Product Associate

Senior Product Analyst, Custody – Perpetual Corporate Trust

I want to receive the latest job alert for paraplanner, perpetual wealth management in new south wales

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