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
https://www.perigongroup.com.au/
FULL_TIME
Sydney NSW (Hybrid)
Sydney NSW
2000
Australia
Professional Services
Accounting & Finance, Business Operations, Research
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.
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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