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Investment Performance Analyst – Perpetual Asset Management - Job Opportunity at Perpetual Limited

Sydney, Australia
Full-time
Mid-level
Posted: August 21, 2025
Hybrid
AUD 85,000 - AUD 110,000 per year based on Sydney market rates for mid-level investment performance analysts with 1-3 years experience. The role's position within a major ASX-listed asset manager with global operations, combined with the technical complexity of multi-asset attribution and the requirement for specialized systems knowledge, supports compensation in the upper portion of this range.

Benefits

Hybrid work arrangements providing flexibility to balance professional responsibilities with personal commitments
Extended leave entitlement of up to 6 weeks annually, significantly above standard Australian requirements
Work from anywhere in Australia for up to one month per year, enabling geographic flexibility and work-life integration
Annual personal wellbeing allowance demonstrating commitment to employee health and lifestyle support
Comprehensive study support and professional development programs to advance career progression
Access to employee-led diversity networks fostering inclusive workplace culture and professional networking

Key Responsibilities

Drive strategic investment decision-making through delivery of critical daily, monthly and ad-hoc performance and attribution analysis across multiple asset classes
Ensure portfolio integrity by conducting comprehensive reconciliation of attribution results to portfolio performance, directly impacting investment oversight quality
Lead problem resolution for complex security analytics and attribution discrepancies, maintaining data accuracy that influences multi-million dollar investment decisions
Architect and develop sophisticated dashboards and reporting frameworks that transform raw data into actionable insights for senior investment and distribution teams
Foster cross-functional collaboration by partnering with multiple departments to source and integrate essential performance data
Generate strategic insights on portfolio return drivers, directly informing investment strategy and risk management decisions across Perpetual's global asset management operations

Requirements

Education

Undergraduate degree in Data Analytics, Actuarial, Engineering, Business, Commerce, Mathematics or related field

Experience

At least 1 years' experience within Performance, Analytics or related roles in funds management, superannuation or custody

Required Skills

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 PowerPoint Knowledge of PowerBI, VBA beneficial Experience using FactSet highly regarded

Certifications

Post Graduate qualifications (Dip / Master / CFA / CIPM etc.) highly regarded
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Sauge AI Market Intelligence

Industry Trends

The Australian asset management industry is experiencing unprecedented growth with funds under management reaching over AUD 4 trillion, driving demand for sophisticated performance analytics professionals who can handle complex multi-asset portfolios across global markets. ESG integration and sustainable investing requirements are reshaping performance measurement methodologies, creating opportunities for analysts who can navigate both traditional and ESG-focused attribution frameworks while meeting evolving regulatory compliance standards. Digital transformation in financial services is accelerating the adoption of real-time analytics and automated reporting systems, positioning performance analysts with strong technical skills and dashboard development capabilities as highly valuable assets in competitive talent markets. The convergence of traditional asset management with alternative investments and private markets is expanding the scope of performance analysis beyond conventional equity and fixed income, requiring analysts to develop expertise across increasingly complex instrument types and valuation methodologies.

Role Significance

Typically operates within a specialized team of 8-12 investment analytics and risk professionals, collaborating closely with portfolio managers, risk analysts, and quantitative researchers. The role involves regular interaction with senior investment professionals and contributes to team deliverables that support dozens of investment strategies across multiple asset classes.
This mid-level specialist role carries significant responsibility for data integrity and insights generation that directly influence investment strategies across a multi-billion dollar asset management platform. While not a senior management position, the role's output critically impacts decision-making processes and client reporting at the highest levels of the organization.

Key Projects

Implementation of next-generation performance attribution systems capable of handling complex derivative instruments and alternative investment structures across global markets Development of automated ESG performance reporting frameworks that integrate sustainability metrics with traditional risk-return analysis for institutional client requirements Creation of real-time portfolio analytics dashboards that provide investment teams with immediate insights into factor exposures, performance drivers, and risk contributions across multi-asset strategies

Success Factors

Mastery of advanced attribution methodologies across equity, fixed income, and alternative asset classes, combined with the ability to explain complex performance drivers to both technical and non-technical stakeholders in clear, actionable terms. Development of strong collaborative relationships with investment teams and stakeholders across the global organization, enabling effective translation of analytical insights into strategic investment decisions and enhanced portfolio outcomes. Continuous adaptation to evolving market conditions, regulatory requirements, and technological innovations while maintaining the highest standards of data accuracy and analytical rigor in a fast-paced institutional environment. Strategic thinking capability that extends beyond technical execution to understand the broader business implications of performance analytics and their role in competitive positioning and client relationship management.

Market Demand

High demand driven by regulatory requirements for enhanced performance reporting, growth in managed funds, and the critical nature of performance analytics in investment decision-making. The specialized skill set combining technical analytics capabilities with investment knowledge creates a supply-demand imbalance favoring candidates.

Important Skills

Critical Skills

Attribution analysis expertise across multiple asset classes is fundamental to success, as the role requires daily production of accurate performance breakdowns that inform investment decisions worth millions of dollars. Deep understanding of Brinson-Fachler methodology, factor-based attribution, and fixed income attribution models directly impacts the quality of insights provided to portfolio managers and investment committees. Advanced Excel proficiency combined with database management skills forms the technical foundation for all analytical work, while experience with FactSet or similar institutional platforms enables efficient data extraction and manipulation. These technical capabilities determine the analyst's ability to handle complex calculations and produce reliable results under tight deadlines. Strong communication and relationship-building skills are essential for translating complex quantitative analysis into actionable insights for investment professionals with varying technical backgrounds. The ability to present findings clearly and build trust with portfolio managers directly influences the impact and adoption of analytical recommendations.

Beneficial Skills

PowerBI and VBA expertise provides significant competitive advantage in developing automated reporting solutions and interactive dashboards that enhance efficiency and presentation quality. These skills enable creation of value-added analytical tools that differentiate the analyst's contributions and support career advancement. Understanding of derivatives, structured products, and alternative investments expands analytical capabilities beyond traditional asset classes, positioning the analyst for roles involving more complex portfolio strategies and institutional mandates. This knowledge becomes increasingly valuable as asset managers diversify their offerings. Experience with risk management systems and factor models complements performance attribution skills, creating opportunities for cross-functional collaboration and potential career transitions into quantitative risk roles or portfolio construction responsibilities.

Unique Aspects

Exposure to Perpetual's multi-boutique global platform provides rare opportunity to work with diverse investment philosophies and strategies across seven specialized boutiques, offering accelerated learning and broad market perspective typically unavailable in single-strategy organizations.
Integration with leading global brands including Barrow Hanley, Trillium, and JO Hambro creates unique cross-cultural collaboration opportunities and exposure to international best practices in performance measurement and attribution methodologies.
The role's position within Australia's growing sustainable finance hub offers early exposure to cutting-edge ESG performance measurement techniques and regulatory developments that are shaping the future of institutional investment management.
Perpetual's strong institutional relationships and corporate trust services provide insights into comprehensive wealth management strategies and fiduciary responsibilities that enhance understanding of performance analytics within broader financial planning contexts.

Career Growth

Progression to senior analyst level typically occurs within 2-3 years with strong performance, while transition to management or specialized roles generally requires 4-5 years of experience combined with additional qualifications such as CFA designation.

Potential Next Roles

Senior Performance Analyst or Team Lead positions within 2-3 years, involving management of junior analysts and responsibility for strategic analytics initiatives across broader asset class coverage Portfolio Risk Manager roles focusing on quantitative risk assessment and factor modeling for institutional investment strategies Client Reporting Manager positions combining performance analytics expertise with client relationship management responsibilities Quantitative Research Analyst roles developing proprietary investment models and factor-based investment strategies

Company Overview

Perpetual Limited

Perpetual Limited represents one of Australia's most established and diversified financial services organizations, operating as an ASX-listed entity with over 130 years of market presence. The company's tri-part structure encompassing Asset Management, Wealth Management, and Corporate Trust provides comprehensive financial services across institutional and retail markets, with particular strength in sustainable investing and ESG integration.

Perpetual maintains a strong competitive position in the Australian asset management landscape with approximately AUD 25 billion in funds under management through its multi-boutique structure. The company's global expansion through strategic acquisitions and partnerships positions it as a significant player in international markets, particularly in the US and UK, offering diverse career development opportunities.
Sydney headquarters provides access to Australia's primary financial services hub, with significant exposure to Asian markets and growing international connectivity. The role offers exposure to global investment strategies and cross-border portfolio management within Australia's largest financial center, enhancing professional development and networking opportunities.
Perpetual's emphasis on 'Stretch, Own it, Make an impact' reflects a performance-oriented culture that encourages professional growth and innovation. The company's commitment to diversity and inclusion, combined with flexible working arrangements and comprehensive benefits, creates an environment that attracts top talent while promoting work-life integration.
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