Graduate Investment Solutions Analyst

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 This graduate opportunity sits within Perpetual’s Investment Solutions & Oversight (ISO) team and is ideal for someone at the start of their career who wants broad exposure to the investment management industry. ISO is a central team that works across Perpetual and Pendal’s investment boutiques, partnering closely with investment specialists, responsible investment, distribution and client service teams. In your first year, you’ll combine core analyst responsibilities with structured project work across investment and distribution teams. From year two, you’ll move into a full-time analyst role supporting investment oversight, analysis and sales enablement activities. Key Responsibilities: Supporting investment and distribution teams by producing and updating pitch books, data templates and product materials Preparing competitor analysis and technical insights using Morningstar Direct, FactSet and internal systems Delivering timely and accurate information for research houses, consultants and client reporting Responding to technical and data requests from distribution, working closely with reporting and performance teams Supporting performance reporting, data analysis and ad hoc investment research Working with investment specialists to deliver portfolio insights to sales teams Contributing to process improvements and the adoption of new tools and technology Participating in investment projects during rotations, including ESG analysis and portfolio research What We’re Looking For: Recently completed an undergraduate degree in finance, commerce, economics, engineering, mathematics, data science or a related discipline Strong academic performance and demonstrated interest in financial markets Graduate to early‑career level, with up to two years’ experience Strong Excel skills and analytical capability Willingness to learn new systems and investment tools High attention to detail and ability to juggle multiple priorities Collaborative, curious and keen to learn from experienced professionals 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.