In-Demand Asset allocation research analyst Jobs in New South Wales

Senior Research Analyst
Perpetual Limited —Sydney NSW
- Full-time
- Research
- Finance
- Master's degree
- Work from home
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Morningstar —Sydney NSW
- Full-time
- Hybrid work
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- CRM software
- Microsoft Excel
Investment Analyst | Office of the CIO
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Analysis skills
- Annual leave
- Work from home

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Senior Research Analyst

Perpetual Limited -
Sydney NSW

Apply Now

Job Details

Full-time
4 days ago

Benefits

Work from home

Qualifications

Investment
Research
Finance
Master's degree
Business Administration
Construction experience
Communication skills

Full Job Description

More Time Off for What Matters: Enjoy up to 6 weeks of leave

Hybrid office/work-from-home environment

Senior role with opportunity to influence investment outcomes

Perpetual Wealth

The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda Financial Planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.

About the role

As a key member of the Perpetual Private Investment Research team, you will contribute to the management of multi-manager Real Assets and Growth Asset classes strategies, including private markets, while supporting broader growth asset class research. You'll research investment managers and opportunities, contribute to portfolio design and management, and help deliver high-quality investment outcomes and solutions for clients. Experience in other asset classes will also be considered.

Role responsibilities include:

Research, assess and recommend investment managers and opportunities across Real Assets, Equities, Growth Alternatives and Responsible Investment strategies.

Monitor and maintain the Approved Product List (APL) and contribute to portfolio construction and manager selection decisions.

Support the design, review and ongoing management of implemented and model portfolios.

Prepare and present investment research and recommendations to Investment Committees and contribute to Board and committee papers.

Participate in strategic and dynamic asset allocation discussions and contribute to Perpetual Private's investment strategy and House View.

Deliver investment communications, presentations and technical support to advisers and clients.

About you

Relevant tertiary qualification in Commerce, Economics, Business, Finance, Science, Mathematics or a related discipline.

Postgraduate investment qualifications such as CFA, CAIA, MBA or Master of Applied Finance.

5-10+ years' experience in investment research, preferably within a multi-manager or dealer group environment.

Demonstrated experience across Real Estate, Infrastructure, Equities, Growth Alternatives or related asset classes.

Strong portfolio construction, analytical, modelling and quantitative skills, with knowledge of ESG and Responsible Investing principles.

Excellent written and verbal communication skills with the ability to work independently and take ownership of investment decisions.

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
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.

Apply Now

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asset allocation research analyst jobs in new south wales

Senior Research Analyst

Sales Operations Analyst

Investment Analyst | Office of the CIO

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