Verified Job
Accounting - Finance
Credit Analyst( markets and investment strategies)
Accounting - Finance
#720194
Remote / WFH
Perpetual Limited( markets and investment strategies)
Job Description
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.
About the role
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.
Key responsibilities
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
About you
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.
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
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.
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.
About the role
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.
Key responsibilities
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
About you
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.
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
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.
