Investment Specialist, Perpetual Equities

• Be part of a culture where ideas matter and growth is encouraged

• Your expertise will help shape strategies and strengthen relationships

• Hybrid work environment

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.  

Perpetual Asset Management is 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’re looking for a connector, a collaborator, and a catalyst for growth. In this role, you’ll be the bridge between our investment teams and Distribution, ensuring ideas and opportunities flow seamlessly. You’ll empower our investment teams to amplify their distribution strategies and give our sales teams the tools and insights they need to drive results and deliver an exceptional client experience.

This is your chance to make an impact by helping us strengthen relationships, unlock opportunities, and maintain the gold standard of service our clients expect.

Key Responsibilities:

• Attend investment team meetings where possible and stay across company updates, market developments, team views, and portfolio positions.

• Write clear and insightful stock, market, and portfolio commentaries that reflect the investment team’s perspective.

• Support Sales, ISO, and Investment teams by producing and updating pitch books.

• Act as a subject matter expert for the Client Requests team, helping with RFPs, DDQs, and other technical queries.

• Create engaging content for presentations and articles that showcase the team’s capabilities and insights.

• Prepare competitor analysis and technical sales support materials using Morningstar Direct, FactSet, and internal systems.

• Maintain FSC Fund documentation for relevant products.

• Present to the Sales team on portfolio performance and positioning and keep monthly distribution cheat sheets up to date.

• Work closely with Marketing to deliver high-quality materials and attend client meetings to support distribution activity.

What We’re Looking For:

• Completed undergraduate degree.

• Postgraduate qualifications in a finance-related field (or currently studying) are desirable.

• Around five years’ experience in an investment management role or related discipline.

• Solid understanding of the investment management industry and financial markets.

• Strong written and verbal communication skills.

• High attention to detail.

• Proficiency in Microsoft Excel; VBA skills would be an advantage.

• Ability to interpret and present complex investment concepts clearly to different audiences.

• Strong organisational skills with the ability to manage multiple priorities and deadlines.

• Familiarity with data tools and systems such as Morningstar Direct and FactSet is a plus.

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.