At a Glance
- Tasks: Analyse investment performance and deliver insights that drive results for our teams.
- Company: Join Perpetual Limited, a leader in financial services with a commitment to diversity.
- Benefits: Work from anywhere in Australia, study support, and a focus on your wellbeing.
- Other info: Dynamic culture focused on growth, inclusion, and supporting First Nations Communities.
- Why this job: Make an impact in the finance world while developing your analytical skills.
- Qualifications: Degree in Data Analytics or related field; experience in performance analytics preferred.
The predicted salary is between 82800 - 101200 $ per year.
Overview
Investment Performance Analyst - Perpetual Asset Management role at Perpetual Limited (ASX: PPT).
Key Responsibilities
The Investment Analytics & Risk team covers a variety of asset classes including Equity, Fixed Income & Credit, and Multi-Asset.
The Performance function elements that this role would be responsible for delivering include:
- Daily, monthly and, ad-hoc Performance and Attribution measurement to Investment and Distribution Teams, and for Investment Oversight.
- Reconciliation of Attribution to Portfolio Performance.
- Resolving issues with security Analytics and Attribution results.
- Building dashboards and reporting formats to meet the above objectives.
- Working with other departments to source information as required.
- Providing relevant insights on the drivers of return with Perpetual's portfolios.
About you
You're a detail-oriented analyst with a passion for investment performance and a drive to deliver insights that matter. Ideally you will bring:
- Undergraduate degree in from Data Analytics, Actuarial, Engineering, Business, Commerce, Mathematics or related field.
- At least 1 years' experience within Performance, Analytics or related roles in funds management, superannuation or custody
- Experience in Equity, Fixed Income or Multi-Asset Attribution
- Understanding of commonly used Fixed Interest and/or Multi Asset instruments
- Understanding of Performance methodologies
- Experience working closely and building relationships with investment teams
- Sound organisational and time management skills, with a proven ability to set and work to priorities and deadlines
- Excellent analytical, problem solving, attention to detail and critical thinking skills essential
- Highly articulate in written and verbal communication
- Systems - strong experience using Excel, Word and Power Point
- Knowledge of Power BI, VBA beneficial
- Experience using Fact Set highly regarded.
- 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
- Diversity and inclusion
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
- A growing number of employee-led networks who work to raise awareness and drive continued change
- We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
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.
- Seniority level
- Mid-Senior level
- Employment type
- Full-time
- Job function
- Analyst
- Industries
- Financial Services
- Funds and Trusts
- Investment Management
- Sydney, New South Wales, Australia
- #J-18808-Ljbffr
Investment Performance Analyst in Sydney employer: Perpetual Limited
Perpetual Group is an exceptional employer, offering a dynamic work environment in the heart of Sydney, where you can develop your technical accounting expertise while contributing to meaningful financial governance. With a strong commitment to employee wellbeing, professional development, and a culture that celebrates diversity, you'll find ample opportunities for growth and collaboration within our high-performing Group Financial Control team. Join us to make a significant impact in a complex ASX-listed financial services organisation, where your contributions are valued and recognised.
