Associate / Analyst - Research job at Perigon Group Pty Limited
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Associate / Analyst - Research
2026-03-31T13:07:54+00:00
Perigon Group Pty Limited
https://www.greataustraliajobs.com/jsjobsdata/data/employer/comp_4887/logo/perigon.jpeg
FULL_TIME
Sydney NSW (Hybrid)
Sydney NSW
2000
Australia
Professional Services
Accounting & Finance, Business Operations, Research
AUD
MONTH
2026-04-10T17:00:00+00:00
8

Background information about the job or company

My client is a leading Australian investment manager with global reach and an exceptional reputation. Due to internal promotion the opportunity exists to join a high performing and collaborative team as a Research Analyst.

This position is critical in providing support to institutional investor relations to prospective investors and consultants with relation to funds and strategy.

As a member of the Strategic Research and Analytics team, the Analyst will provide investment reporting and analysis to support the proposals of funds and strategies.

Responsibilities or duties

  • Assist in the preparation of quarterly market reports and insights for regular client engagement.
  • Work with the investor relations team to help manage proposals, responses to RFPs, due diligence questions and marketing materials.
  • Assist with the coordination of projects and new initiatives while demonstrating strong project management practices.
  • Maintain and use strategic portfolio models, including interacting with asset operating models and asset managers for the relevant data.
  • Manage quarterly updates for the Client Portfolio Reviews.

Qualifications or requirements

  • Relevant qualifications in either Finance, Commerce, Accounting, Economics, with a further qualification highly desired.
  • Research capabilities, including data gathering, analysis and reporting.
  • Strong written and verbal communication skills

Experience needed

  • 2 plus years' experience in an investment/funds management environment.
  • Demonstrated previous experience in investment management or a similar environment with an understanding of infrastructure is desirable.

Any other provided details

This is an excellent opportunity, offering an opportunity to work with leaders of the Investment industry.

  • Assist in the preparation of quarterly market reports and insights for regular client engagement.
  • Work with the investor relations team to help manage proposals, responses to RFPs, due diligence questions and marketing materials.
  • Assist with the coordination of projects and new initiatives while demonstrating strong project management practices.
  • Maintain and use strategic portfolio models, including interacting with asset operating models and asset managers for the relevant data.
  • Manage quarterly updates for the Client Portfolio Reviews.
  • Research capabilities, including data gathering, analysis and reporting.
  • Strong written and verbal communication skills
  • Relevant qualifications in either Finance, Commerce, Accounting, Economics, with a further qualification highly desired.
bachelor degree
24
JOB-69cbc72ad5bcc

Vacancy title:
Associate / Analyst - Research

[Type: FULL_TIME, Industry: Professional Services, Category: Accounting & Finance, Business Operations, Research]

Jobs at:
Perigon Group Pty Limited

Deadline of this Job:
Friday, April 10 2026

Duty Station:
Sydney NSW (Hybrid) | Sydney NSW

Summary
Date Posted: Tuesday, March 31 2026, Base Salary: Not Disclosed

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JOB DETAILS:

Background information about the job or company

My client is a leading Australian investment manager with global reach and an exceptional reputation. Due to internal promotion the opportunity exists to join a high performing and collaborative team as a Research Analyst.

This position is critical in providing support to institutional investor relations to prospective investors and consultants with relation to funds and strategy.

As a member of the Strategic Research and Analytics team, the Analyst will provide investment reporting and analysis to support the proposals of funds and strategies.

Responsibilities or duties

  • Assist in the preparation of quarterly market reports and insights for regular client engagement.
  • Work with the investor relations team to help manage proposals, responses to RFPs, due diligence questions and marketing materials.
  • Assist with the coordination of projects and new initiatives while demonstrating strong project management practices.
  • Maintain and use strategic portfolio models, including interacting with asset operating models and asset managers for the relevant data.
  • Manage quarterly updates for the Client Portfolio Reviews.

Qualifications or requirements

  • Relevant qualifications in either Finance, Commerce, Accounting, Economics, with a further qualification highly desired.
  • Research capabilities, including data gathering, analysis and reporting.
  • Strong written and verbal communication skills

Experience needed

  • 2 plus years' experience in an investment/funds management environment.
  • Demonstrated previous experience in investment management or a similar environment with an understanding of infrastructure is desirable.

Any other provided details

This is an excellent opportunity, offering an opportunity to work with leaders of the Investment industry.

Work Hours: 8

Experience in Months: 24

Level of Education: bachelor degree

Job application procedure

To discuss this role in more detail please contact Phillip Pham at Perigon Group.

Application link: Click Here to Apply Now

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Job Info
Job Category: Accounting/ Finance jobs in Australia
Job Type: Full-time
Deadline of this Job: Friday, April 10 2026
Duty Station: Sydney NSW (Hybrid) | Sydney NSW
Posted: 31-03-2026
No of Jobs: 1
Start Publishing: 31-03-2026
Stop Publishing (Put date of 2030): 10-10-2076
Apply Now
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