Investment Analyst
6 days ago
Investment Analyst
**About the Opportunity**
**Job Type**: Permanent
Application Deadline: 15 November 2024
**Title: Investment Analyst**
**Department: Global Investment Research**
**Location: Sydney, Australia**
**Reports To: Director of Research**
**Level: 6**
We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you're part of something bigger.
**Purpose of your role**
Our Investment Analyst works as part of our Australian research team in Sydney, assuming analytical responsibility for Australian coverage and providing investment recommendations to our Portfolio Managers both locally and worldwide. Analysts may rotate between different sectors and/or countries every 4-5 years. This provides a diversified experience in different markets and allows for a more all rounded investment professional.
**Key Responsibilities**
- Take responsibility for the analysis of a list of stocks allocated by the Director of research; typically such a list will comprise around 25-30 names.
- Ramp coverage on those names within a time period agreed with the Director of Research; typically within 12 months.
- Use all sources available to formulate a view on the stocks under your assigned coverage. This would include sources within the company as well as other industry sources such as competitors and customers, and external sources such as sell-side brokers and third-party research providers.
- Maintain a current rating on each stock on the assigned coverage list. Ratings go from 1 (strong buy) to 5 (strong sell).
- Publish regular reports on assigned stocks.
- Host company meetings on companies on your list for PMs when appropriate.
- Provide an industry update annually on the industries under your assigned coverage.
- Maintain a notional paper portfolio comprised of the stocks on your assigned coverage list.
**Experience and Qualifications Required**
- MBA/CFA or relevant degree
- At least 3-5 years of relevant experience in the financial industry
- Excellent financial analytical skills
- Strong written and verbal communication capabilities
- Fluent spoken and written English and in some cases, may require local language skills such as Mandarin
- Highly motivated, able to think logically, critically & quickly
- Able to work both independently and as part of a Research/Investment team
- Avidly interested and have a passion for the stock market and has demonstrated this interest through either previous work or personal investment
- Role is based in Sydney
**Feel rewarded**
Job ID J53168
-
Investment Analyst
2 weeks ago
Sydney, Australia Schroder Investment Management Australia Limited Full time**What you’ll do** - Responsible for developing and maintaining data and analytics supporting the Australian Multi-Asset teams investment process. This includes, but is not limited to, valuation models, cyclical analysis, liquidity indicators as well as maintaining and running the portfolio optimiser. - Primary responsibility for the production and...
-
Investment Analyst
6 days ago
Sydney, Australia Profusion Group Full timeASX listed firm backed by a US investmentbank - CBD state of the art office - Competetive compensation Investment Analyst/Senior Investment Analyst - Private Debt and Real Estate Credit Company Overview: We are a leading investment firm specializing in private debt and real estate credit investments. With a solid track record and a strong commitment to...
-
Investment Analyst
1 week ago
Sydney, Australia Lonsec Full timeWe are currently seeking an **Investment Analyst **to join our Manager Research team in Melbourne or Sydney on a permanent, Full-Time basis. The role of the Investment Analyst is to provide a high-level of managed fund product research to financial advisers and other subscribers. The Investment Analyst will work across a range of asset classes including...
-
Investment Analyst
14 hours ago
Sydney, Australia Cambridge Associates Asia Pte Ltd Full time**Firm Overview**: Cambridge Associates is a leading global investment firm. We work with non-profit institutions, super funds, and family offices as financial advisors to build investment portfolios that help them meet their philanthropic goals, member retirement obligations, or personal endeavors. Our goal is to meet clients wherever they are in the...
-
Investment Analyst
2 days ago
Sydney, New South Wales, Australia TOM People Full timeInvestment Analyst – Family Office | SydneyWe're seeking a sharp, commercially minded Investment Analyst to join a growing family office managing a diversified portfolio across listed equities, private investments, and property.Key Responsibilities:Conduct financial and market analysis to support investment decisions.Build and maintain valuation models and...
-
Investment Analyst
2 days ago
Sydney, New South Wales, Australia Capstone Full time $90,000 - $120,000 per yearOur client, a high-performing private investment and development group, is seeking an ambitious Investment Analyst to support their expanding portfolio of strategic investments, with a core focus on real estate development. This rare opportunity also offers exposure to funds management, infrastructure, hospitality, and private equity-style transactions –...
-
Sydney, New South Wales, Australia Australian Ethical Investment Full time $120,000 - $180,000 per yearAre you an investment performance and reporting superstar? Looking to thrive in a newly created role in a growing ASX Listed, purpose led investment management company?? This could be your dream jobAbout UsAustralian Ethical is Australia's original and fastest-growing super fund and ethical investment manager. We are ASX-listed with almost $14 billion in...
-
Investment Analyst
1 week ago
Sydney, Australia Insignia Financial Ltd Full timeInvestment Analyst **Location**:Sydney, NSW, AU, 2000 **Employment Type**:Permanent Full Time - Newly created role reporting to Senior Portfolio Manager - Put your fingerprints on the future to progress your career - Be part of a high performing MLC Asset Management team - Sydney Location **The opportunity to join our team** As an Investment Analyst,...
-
Investment Analyst
4 days ago
Sydney, Australia Technology People Australia Full timeWe are seeking a highly motivated and skilled Investment Analyst to join a well known Financial Services company. This role will provide the opportunity to work across a variety of areas within the Investment Strategy and Asset Allocation team, which is responsible for developing and implementing the portfolio to meet long-term objectives including returns,...
-
Investment Compliance Analyst
6 days ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Asset Management- Contract or TemporaryThis is an exceptional new **6-month contract **as an **Investment Compliance Analyst** that has just become available with **a prominent global custody services client** in their **Sydney** office. Our client is a prominent global financial services firm, with a thriving Australian custody services business....