Global Equities - Financials Analyst

  • Location: Sydney, New South Wales, Australia
  • Salary: Excellent
  • Job Type: Full time

Global equities. Coverage of stocks within the global financials sector

My client is an established global equities focused fund manager covering multiple strategies (long only, long/short, ethical filter and others), with a market leading reputation for fund performance and also growing their talent organically. The main funds are concentrated portfolios, have a long term investment horizon and are looking to invest in quality companies at the right price.  The Financials sector team covers global exchanges, banks, insurers, fund managers, ratings agencies, and payment companies.  The coverage of this candidate will likely move through this universe over time and be expected to contribute to wider portfolio discussion.  

Working closely with the Head of Financials and your team, this role will involve deep coverage of stocks in sectors covered above from day one.  This will involve: developing and maintaining deep investment papers and financial models of stocks within the universe (most are already in place. 5-8 stocks are usually covered by a single analyst); working with team members to make sense of assumptions in growth, risk and quantifying catalysts which may mean a rerating of a particular company; once a year you will do a global trip which will usually span Europe and the US; Communication with potential investee businesses; Market/Industry analysis.

Appropriate candidates will have approximately 3-5 years of total with financial services experience.  The areas of interest are equities analysts from buy/sell side, M&A bankers from FIG, Corporate Development candidates within banks or other FIG sector companies, perhaps Credit Analysts covering global FIG companies.  We require a strong demonstrable interest in investing.  We also require a minimum of a distinction average through university and a minimum UAI/ATAR/IB equivalent of 96.

You must have full working rights for Australia to be considered for this role.