Perpetual Limited

Financial Planning and Analysis

• 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.

Investment Specialist, Perpetual Equities