In-Demand Wealth manager Jobs in Milsons Point, Nsw

Graduate Analyst - ISO
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Management
- Finance
- Work from home
Integration Manager, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- AI
- Business
- Work from home
Associate Director / Senior Manager – Commercial Valuations Expert
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Finance
- Construction experience
- Communication skills
- Annual leave
- Work from home
14d
Senior Manager, Investment Operations, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Research
- Analysis skills
- Work from home
11d
Senior Manager/Manager, Risk Advisory & Initiatives
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Annual leave
- Work from home
8d
Investment Analyst - Equities – Office of the CIO
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Work from home
Business Operations Manager
inSynergy Financial Solutions Pty Limited —Manly NSW
- $80,000 - $90,000 a year
- Full-time
- Office
- Microsoft Office
- Administrative experience
Quick Apply
8d
Senior Project Manager
MetLife —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- PMP
- Parental leave
- Employee assistance program
9d
Senior Manager, Group Strategy
AMP Limited —Sydney NSW
- Full-time
- Financial services
Sales & Events Manager
Hunter St. Hospitality —Sydney NSW
- Weekend availability
- Hospitality
- Sales
- Business development
- Health insurance
- Employee assistance program
Quick Apply
20h
Manager, Business & Wealth Assurance
Westpac Group —Sydney NSW
- Full-time
- Financial services
- Communication skills
21h
Client Solutions Manager
BNP Paribas —Sydney NSW
- Full-time
- Presentation skills
- AI
- Leadership
Manager - Technology Strategy and Transformation - Financial Services
EY —Sydney NSW
- Recruiting
- Organisational skills
- Parental leave
Business Manager
BNP Paribas —Sydney NSW
- Full-time
- Management
- Research
- Finance
Associate – Infrastructure Portfolio Management Group
QIC Limited —Sydney NSW
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
Wealth Manager
Hoxton Wealth —Sydney NSW
- Full-time
- Management
- Analysis skills
- Bachelor's degree
Quick Apply
Escala - Wealth Management - Graduate Opportunity
Focus Financial Partners —Sydney NSW
- Part-time
- Microsoft Excel
- Management
- Finance
7d
Client Relationship Manager | Investor Relations Services
Link Group —Sydney NSW
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Parental leave
- Employee discount
Lead Project Manager
Transport For NSW —Sydney NSW
- $165,856 - $176,970 a year
- Full-time
- Presentation skills
- No degree
- Leadership
10d
Manager Risk and Compliance – Advisory and Assurance – Engagement and Advice
Aware Super —Sydney NSW
- Full-time
- Analysis skills
- AI
- Work from home
- Gym membership
10d

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Graduate Analyst - ISO

Perpetual Limited -
Sydney NSW

Apply Now

Job Details

Full-time

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 milsons point, nsw

Graduate Analyst - ISO

Integration Manager, Perpetual Wealth Management

Associate Director / Senior Manager – Commercial Valuations Expert

Senior Manager, Investment Operations, Perpetual Wealth Management

Senior Manager/Manager, Risk Advisory & Initiatives

Investment Analyst - Equities – Office of the CIO

Business Operations Manager

Senior Project Manager

Senior Manager, Group Strategy

Sales & Events Manager

Manager, Business & Wealth Assurance

Client Solutions Manager

Manager - Technology Strategy and Transformation - Financial Services

Business Manager

Associate – Infrastructure Portfolio Management Group

Wealth Manager

Escala - Wealth Management - Graduate Opportunity

Client Relationship Manager | Investor Relations Services

Lead Project Manager

Manager Risk and Compliance – Advisory and Assurance – Engagement and Advice

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