Join our boutique investment firm, serving approximately 250 families across Australia since 1993. We are seeking a passionate and highly process-driven Investment Analyst to focus on researching and reviewing stocks within the ASX 300 industrial index and within our bespoke portfolios. You will be responsible for writing comprehensive reports on these companies and advising our Head of Investments based on your research.
Location:
Our office is located at 75 Pitt Street, Sydney. We are open to remote or hybrid applicants based anywhere within Australia.
Role and Responsibilities:
Conduct detailed research and analysis of stocks within the ASX 300 industrial index, with a focus on our firm's portfolio of approximately 45 stocksPrepare and present comprehensive reports on companies, including investment recommendationsCollaborate with the Head of Investments to provide insights and advise on research findingsLeverage firm resources, including access to a Bloomberg Terminal and Oxford Economics, to conduct thorough analysesQualifications:
Minimum of 5 years of experience as an investment analystCFA designation (preferred) or at least actively studying for Level II of the CFA ProgramStrong knowledge of financial markets, stock analysis, and investment strategiesExceptional written and verbal communication skills, with a keen attention to detailDemonstrated passion for researching companies and providing data-driven recommendationsHighly process-driven, organized, and analyticalWork Hours:
This is a part-time role, working three days a week.
Why Work with Us? Our firm offers a supportive and resource-rich environment, with access to tools like Bloomberg Terminal and Oxford Economics to empower your work. We pride ourselves on being an established firm with deep industry expertise and a collaborative culture.
If you are passionate about researching companies, working with a dedicated team, and making a meaningful impact, we would love to hear from you.
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