Sydney, New South Wales, Australia · Hybrid
Work closely with experienced portfolio managers on real credit decisions Broad issuer exposure across sectors, markets and investment strategies Strong analytical role with clear link to portfolio outcomes Perpetual Gro…
Skills: Credit Analysis, Financial Statement Analysis, Investment Research, Excel, Written Communication
Sydney, New South Wales, Australia · Hybrid
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Skills: Client Relationship Management, Payment Administration, Compliance Support, Invoicing and Billing, Risk Framework Adherence
Sydney, New South Wales, Australia · Hybrid
Support the Custody strategy into executable product, partnership and go-to-market initiatives Enjoy up to six weeks of leave plus an annual wellbeing allowance to support your health and lifestyle Modern, centrally loca…
Skills: Product Management, Custody Services, Asset Servicing, Financial Market Analysis, Strategic Partnerships
Sydney, New South Wales, Australia · On-site
Start your career with Perpetual Corporate Trust through a graduate program designed to help you grow and learn. At Perpetual Corporate Trust (PCT), you will have the opportunity to build your career in financial service…
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Sydney, New South Wales, Australia · On-site
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Skills: Communication Skills, Relationship Building, Organizational Skills, Adaptability, Proactive Approach
Sydney, New South Wales, Australia · Hybrid
Enjoy six weeks leave per yearWork where we work best- Hybrid working based in our Canberra officeJoin a supportive and collaborative Senior Financial Adviser and team Perpetual Group is an ASX-listed company (ASX:PPT) h…
Skills: Financial Planning, Client Relationship Management, Xplan, Financial Modelling, Strategy Development
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The role involves conducting credit research and writing reviews to inform investment decisions for corporate issuers. Responsibilities include analyzing financial statements, monitoring credit risks, and communicating insights to portfolio managers.
Candidates need 3–5 years of credit analysis experience and a degree in finance, economics, accounting, or a related field. Strong analytical skills, proficiency in Excel, and the ability to present investment views are required.
Work closely with experienced portfolio managers on real credit decisions
Broad issuer exposure across sectors, markets and investment strategies
Strong analytical role with clear link to portfolio outcomes
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.
Asset Management
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.
This role sits within the Credit & Fixed Income team, supporting Portfolio Managers with credit analysis across corporate issuers, both domestic and international.
You will focus on assessing credit quality, forming investment views and communicating insights that directly inform portfolio decisions. The role provides exposure across sectors and both domestic and offshore markets, with a mix of structured analysis and ad hoc research into credit risks and market themes.
Research and write credit reviews, including recommendations on portfolio suitability
Conduct regular reviews and updates of existing credit opinions
Prepare briefs on issuers, transactions and sector themes
Share insights with portfolio managers on risks, developments and implications
Analyse financial statements, ratings reports and industry research
Attend issuer briefings and presentations to gather market insights
Support oversight of credit risk and contribute to broader team activity
3–5 years’ experience in credit analysis (asset management, banking or ratings agency)
Degree in finance, economics, accounting or a related discipline
Strong analytical capability with high attention to detail
Confident communicator with strong written and verbal skills
Experience presenting investment views or credit rationale
Solid Excel skills and comfort working with data
Able to manage deadlines and work both independently and within a team
Exposure to fixed income, multi-asset or relevant databases is beneficial
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.
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
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.
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for almost 140 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.
Offices: Level 14, 123 Pitt Street, Sydney, NSW 2000, AU · Level 28 and 29 Rialto South Tower, 525 Collins Street, Melbourne, VIC 3000, AU · Exchange Tower, Level 29, 2 The Esplanade, Perth, WA 6000, AU · Level 12, 24 Grenfell Street, Adelaide, SA 5000, AU · Central Plaza 1 Level 15, 345 Queen Street, Brisbane, QLD 4000, AU
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for almost 140 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.
Offices: Level 14, 123 Pitt Street, Sydney, NSW 2000, AU · Level 28 and 29 Rialto South Tower, 525 Collins Street, Melbourne, VIC 3000, AU · Exchange Tower, Level 29, 2 The Esplanade, Perth, WA 6000, AU · Level 12, 24 Grenfell Street, Adelaide, SA 5000, AU · Central Plaza 1 Level 15, 345 Queen Street, Brisbane, QLD 4000, AU
