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.
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.
An exciting opportunity exists to join Perpetual Wealth Management’s Investment Research team as Manager, Capital Markets Research & Asset Allocation. Reporting to the Chief Investment Officer, this role is responsible for leading, managing and delivering PWM’s asset allocation framework and delivering capital markets research and asset allocation insights that directly inform portfolio construction, investment strategy, and portfolio positioning. You’ll undertake quantitative research on macroeconomic trends, capital market assumptions, and asset class behaviour, as well as apply advanced financial modelling to provide practical, investment‑ready guidance for portfolio managers, advisers, and senior stakeholders.
Capital Markets Research and Market Analysis
Lead the development and ongoing enhancement of capital markets assumptions, including asset class forecasts, risk premia and correlations, and scenario analysis across asset classes.
Strategic and Dynamic Asset Allocation Support
Assess the asset allocation impact of new opportunities, product changes, manager changes, or structural shifts in markets.
Portfolio Construction and Risk Collaboration
Governance, Controls and Quality Assurance
Stakeholder Management and Influence
We’re looking for someone with:
7 - 12+ years of experience in asset allocation and/or portfolio management, with extensive experience in asset allocation and multi-asset class investing, preferably within an institutional and/or wealth management setting.
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.
