Perpetual Limited

Investment Specialist, Perpetual Equities

Perpetual Limited

full-time

Posted on:

Location Type: Hybrid

Location: Sydney • 🇦🇺 Australia

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Job Level

Mid-LevelSenior

Tech Stack

VBA

About the role

  • 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.

Requirements

  • 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.
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
  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment managementfinancial analysisportfolio managementVBAMicrosoft Excelcompetitor analysisRFPsDDQsdata interpretationpresentation skills
Soft skills
written communicationverbal communicationattention to detailorganizational skillsability to manage prioritiesability to meet deadlinesteam collaborationcontent creationinsight generationclient engagement
Certifications
undergraduate degreepostgraduate qualifications in finance