Global Equities, Investment Analyst

Listed Investments (Equities & Debt)
Sydney
  • Outstanding opportunity to join premier boutique fund known for excellence.
  • Work with industry leading investment professionals, gaining valuable mentorship and guidance.
  • Collaborative and high performing culture offering genuine career development opportunity to advance your investments acumen.

 

Our client is a boutique quality growth fund committed to delivering superior returns to their investors. We are currently recruiting an experienced Investment Analyst to join their team of industry professionals. As an integral part of the investment team, the Investment Analyst will play a vital role in identifying and analysing investment opportunities across global equities. Key responsibilities include conducting thorough research, financial modelling, due diligence, reporting, and market monitoring.

In this role, you will delve into in-depth research on potential investment opportunities and analyse financial statements, industry trends, and economic data to evaluate the quality and growth potential of companies. Additionally, you will be responsible for developing and maintaining complex financial models, utilizing quantitative analysis to assess valuation metrics and identify key investment drivers. Furthermore, you will conduct comprehensive due diligence on potential investments, including company visits, management interviews, and industry benchmarking. The role also involves preparing detailed investment reports and effectively communicating findings and recommendations to the investment committee, as well as engaging with internal stakeholders and external clients to provide insights on investment strategies and market developments.

To qualify for this position, candidates should possess 3-6 years of experience in a similar role (or from an investments background), a bachelor’s degree in finance, economics, or a related field (with advanced degrees like CFA or MBA being advantageous), strong analytical skills, proficiency in financial modelling and valuation techniques, and advanced Excel skills. Successful candidates will also demonstrate excellent communication and presentation skills, the ability to collaborate in a fast-paced environment, and a genuine passion for investments coupled with a curious mindset.

If you are a dynamic investor with a desire for thinking outside the box and are eager to join a team of like-minded professionals, we encourage you to reach out to Alex Ober for a confidential discussion. Please follow the link below to submit your application.

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