In-Demand Wealth manager Jobs in Australia

Graduate Analyst - ISO
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Management
- Finance
- Work from home
8d
Corporate Communications and Partnership Manager
Swisse Wellness —Victoria
- Full-time
- Hybrid work
- Management
- Marketing
- Presentation skills
2d
ANZ Graduate Leadership Program
Thermo Fisher Scientific —Scoresby VIC
- Full-time
- Engineering
- Bachelor's degree
- Business
- Parental leave
- Employee assistance program
Integration Manager, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- AI
- Business
- Work from home
Wellness Business Development Manager (Field-Based, VIC)
Swisse Wellness —Victoria
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Education and Engagement Manager - AI and Tech
Colonial First State —Sydney NSW
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- AI
- Health insurance
11d
Associate – Infrastructure Portfolio Management Group
QIC Limited —Sydney NSW
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
Escala - Wealth Management - Graduate Opportunity
Focus Partners Australia & Escala Partners —Melbourne VIC
- Part-time
- Microsoft Excel
- Finance
- Administrative experience
Quick Apply
Client Relationship Manager
Link Group —Docklands VIC
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Health insurance
- Parental leave
Senior Relationship Manager / Vice President
Square Capital Operation Pty Ltd —Barangaroo NSW
- $100,000 - $150,000 a year
- Full-time
- Management
- English
- Business development
Quick Apply
Business Development Manager - Portfolio
Macquarie Group Limited —Melbourne VIC
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Work from home
Wellness Business Development Manager (Field Based - NSW)
Swisse Wellness —New South Wales
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Manager, Investment Operations, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Research
- Analysis skills
- Work from home
5d
Business Manager
BNP Paribas —Sydney NSW
- Full-time
- Management
- Research
- Finance
Group Reporting Manager (12 month contract)
Swisse Wellness —Victoria
- Full-time
- Hybrid work
Senior Project Manager
MetLife —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- PMP
- Parental leave
- Employee assistance program
3d
Senior Business Development Manager - Portfolio
Macquarie Group Limited —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Leadership
- Annual leave
- Work from home
Payroll Manager, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Management
- Finance
- Work from home
12d
Business Improvement Manager
Saab —Greater Adelaide SA
- Hybrid work
- Analysis skills
- Manufacturing
- Communication skills
- Annual leave
- Work from home
5d
Launch Project Manager - Australia
Wahed —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Office
- Agile
- Financial services

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Graduate Analyst - ISO

Perpetual Limited -
Sydney NSW

Apply Now

Job Details

Full-time
8 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

wealth manager jobs in australia

Graduate Analyst - ISO

Corporate Communications and Partnership Manager

ANZ Graduate Leadership Program

Integration Manager, Perpetual Wealth Management

Wellness Business Development Manager (Field-Based, VIC)

Education and Engagement Manager - AI and Tech

Associate – Infrastructure Portfolio Management Group

Escala - Wealth Management - Graduate Opportunity

Client Relationship Manager

Senior Relationship Manager / Vice President

Business Development Manager - Portfolio

Wellness Business Development Manager (Field Based - NSW)

Senior Manager, Investment Operations, Perpetual Wealth Management

Business Manager

Group Reporting Manager (12 month contract)

Senior Project Manager

Senior Business Development Manager - Portfolio

Payroll Manager, Perpetual Wealth

Business Improvement Manager

Launch Project Manager - Australia

I want to receive the latest job alert for wealth manager in australia

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