Global Equities Specialist

4 days ago


Sydney, New South Wales, Australia National Australia Bank Full time
About the Role

The Senior Analyst, Global Equities role is a key position within the NAB Private Wealth CIO Office. The successful candidate will be responsible for producing high-quality investment research on companies within a defined global GICS sector.

Key Responsibilities
  • Analyse and curate insights to optimise performance for the Private Wealth portfolio.
  • Support the team on execution of Equities strategy, including working with stakeholders to drive identified changes.
  • Report and advise on adviser and client queries.
  • Engage on private markets topics with clients and other external parties as required.
  • Support the creation of comprehensive and timely monthly and quarterly reports and governance reporting.

This role requires a strong understanding of equity research, analytical and performance evaluation techniques relevant to the asset class and GICS sector.

Requirements
  • Tertiary qualification in Commerce, Economics or Business with relevant experience in private markets.
  • Post-graduate qualification such as MBA or CFA would be highly beneficial.
  • 3-5 years of professional experience required in funds research, portfolio construction &/or portfolio management.
  • Exceptional analytical skills paired with an inquisitive mind-set.
  • Excellent written and verbal communication skills.
  • Strong organisational and stakeholder management skills.


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