Dealer/ Analyst/ Portfolio Manager in Training

2 weeks ago

Sydney, Australia Cadence Capital Full time

Cadence Asset Management is a Sydney based boutique equity fund manager with FUM of $400m. The funds have an open mandate (long/short) and invest in both domestic and global listed equities. This is an opportunity to play a significant role in a dynamic investment team within a growing business. We are looking for a high calibre investment professional to assist with managing the fund’s investments across its two ASX listed investment companies (LICs).

We are looking for an entrepreneurial self-starter who is prepared to commit to the necessary work ethic required to ultimately become a successful investor within the investment team. Depending on the applicant’s progress this could be someone who assumes investment responsibilities relatively quickly. They should also have strong verbal and written communication skills, including the ability to articulate difficult concepts clearly and concisely.

The role offers attractive performance-related remuneration.

The key responsibilities of the role include:

- buying and selling shares for the Cadence Funds - liaising with institutional stockbrokers and managing order flow
- original investment idea generation
- arranging and attending company meetings
- conducting detailed fundamental analysis
- production of models and stock profiles

Typically an applicant will have the following skills and experience
- between 3 and 7 years relevant experience
- have either a successful history of order execution or dealing/ trading in Australian and/or International equities or of analysing listed securities or investing in listed securities and be able to point to an investment track record (either as an individual or managing external capital)
- have excellent attention to detail and a good understanding of equities
- be self-motivated and able to operate autonomously as well as being able to operate in our tight knit team
- be hard working and ambitious
- suit someone on either the ‘buy’ or ‘sell’ side looking to develop broader skills and ultimately assume responsibility for generating higher than market risk-adjusted returns

APPLICATION QUESTIONS
- What experience do you have in order execution? If so, detail the types (otd, vwap, etc.) and size of orders typically executed.
- How many years relevant experience do you have?
- Have you had any experience using equities research in your trading approach? If so, what types of research and specific investment styles?
- What screens, systems, technology platforms have you had experience with?
- In your execution role have you had any proprietary trading experience taking balance sheet risk?
- Have you used your own funds to take risk investing / trading equities? What type of equities? Australian, global, small, mid or large caps?
- If you had a substantial holding in a company to sell, how would you secure the best price?
- What are the market related, technical or fundamental factors you are looking for when searching for trading opportunities?
- What is currently your best long investment idea, and explain briefly why?
- What is currently your best short investment idea, and explain briefly why?
- What stocks do you personally own currently? Why?
- What is the performance history of any portfolio you have managed (including personal portfolio) (both % and $ amount, and over what time frame)?

  • Treasury Funding Dealer and Junior Portfolio

    1 week ago

    Sydney, Australia State Street Full time

    Who we are looking for: State Street Bank and Trust Company, Sydney branch, is seeking to hire a Treasury Funding dealer and Junior Portfolio Manager to provide support to the Sydney branch Treasurer in managing the Sydney balance sheet. The major responsibilities include: - Managing liquidity and funding requirements of the Sydney branch. This includes...

  • Analyst, Portfolio Management

    3 hours ago

    Sydney, New South Wales, Australia Dimensional Fund Advisors Full time $80,000 - $120,000 per year

    Notes to applicants:Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. This maximizes in person collaboration...

  • Analyst, Portfolio Management

    1 week ago

    Sydney, Australia Dimensional Fund Advisors Full time

    Notes to applicants: - Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. This maximizes in person...

  • Epmo Portfolio Analyst

    4 days ago

    Sydney, Australia T+O+M Executive Full time

    Title: EPMO Analyst Location: Sydney, Melbourne or Brisbane Permanent role Flexible/Hybrid working We are partnering with a leading Australian Infrastructure business who are looking to hire an EPMO Analyst to join their fast growing transformation team. The EPMO Analyst helps establish and maintain the EPMO using best practices for portfolio...

  • Commercial Credit Analyst

    1 week ago

    Sydney, Australia Traction Group Full time

    USA based bank - you will manage the Aust portfolio - Small team offering great work/life balance - Credit SME for Commercial lending **Company**: Your employer is a USA domiciled bank who have a niche business set up here in Australia to support a global customer who manufacture Motor Cycles, All terrain vehicles (ATVs), Water Craft and...

  • Fx Dealer

    1 week ago

    Sydney, Australia Ebury Full time

    Ebury is a leading global fintech company that empowers businesses to trade and grow internationally. It offers a comprehensive suite of products, including international payments and collections, FX risk management, trade finance, and API integrations. Founded in 2009 by Juan Lobato and Salvador García, Ebury is one of the fastest-growing global fintechs,...

  • Portfolio Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Optus Full time $80,000 - $120,000 per year

    Join our Network Delivery Office (NDO) team, where we ensure effective portfolio delivery and performance across the Networks division.We are seeking a motivated Portfolio Analyst to provide governance, financial administration, reporting and insight support. You will analyse financial and project performance, prepare reports, and insights. The role will...

  • Portfolio Operations Analyst

    1 week ago

    Sydney, Australia Wellington Management Full time

    **Position** The Portfolio Operations Analyst (“The Analyst”) will be part of the APAC InvesTech Group. The newly formed Investment Services and Technology (**InvesTech**) organization will design and develop a cohesive program, with an end-to-end view of the investment process, which brings technology and operations together to deliver better, more...

  • Finance Analyst

    1 week ago

    Sydney, Australia Give A Grad A Go Full time

    Competitive starting salary of $70,000-$75,000 + Super with a bonus structure - Amazing centrally located CBD Sydney offices - Opportunity to own equity in the company **Looking for Graduate Trading Analyst jobs in Sydney? Want to join an exciting Investment company? This fantastic new Finance Analyst role in Sydney could be the one for...

  • Investment Analyst

    1 week ago

    Sydney, Australia Give A Grad A Go Full time

    Competitive starting salary of $70,000-$75,000 + Super with a bonus structure - Opportunity to own equity in the company - Fully paid medical insurance **Company Profile - Investment Management** Our client is a well-established high-quality investment management business based in Sydney, with headquarters in Auckland and offices across New Zealand. They...