Investment Analyst
- One of Australia’s leading private family offices
- Newly established Fund requires Equity Research Analyst
- Requires both analyst and economist / investment strategist skill sets
This private family office is in the process of launching a new fund and as such they require an Investment Analyst that can both appreciate Australian Equities and also think like an investment strategist with an economist helicopter viewpoint. Working alongside the Managing Director and a high performing Investment Director and Economist, you will be conducting research on small and mid cap equities.
With an average of over ten years’ industry experience across the team, you will be part of a first class team to providing timely and insightful research for investment decision-making.
Reporting to the Managing Director, the successful applicant will be responsible for:
- Conducting research of both small cap and mid cap equities for the Fund;
- Preparation of research recommendations for the Investment Committee;
- Preparation of research reports, communications and support materials for HNW clients;
- Responding to the HNW client requests in a timely manner;
- Managing relationships with research houses, investment consultants and external fund managers;
- Ad hoc project work for the Managing Director or Investment Manager as required.
You will possess the following skills and attributes to be successful in your application:
- Tertiary qualified with minimum 2-5 years financial modelling experience
- A demonstrated interest in equities, funds management and the financial markets in general
- Strong interpersonal, communication skills and articulate reporting and presentation skills
- Knowledge of investment concepts and markets
- Advance Microsoft office tools (particularly Excel)
- Good relationship building skills and enjoy working within a team environment
- Strong attention to detail and able to work under pressure
Join this family office with a strong and well respected High Net Worth investor community and work alongside a high performance investments team. You will be offered a competitive salary, and additional bonuses and professional development.
Warwick Peel is in his fifteenth year of recruiting and headhunting across finance investment markets so apply now in confidence to Search360 via the link quoting eF-s360-3112
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