At a Glance
- Tasks: Conduct in-depth financial analysis and deliver actionable insights to investors.
- Company: Join a leading Wealth Management firm with a focus on innovation.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Dynamic team environment with exposure to various sectors and market trends.
- Why this job: Make a real impact by shaping investment strategies and building client relationships.
- Qualifications: Bachelor’s degree in Finance or related field; CFA preferred.
The predicted salary is between 87750 - 107250 $ per year.
We are seeking a highly motivated and skilled individual to join our team as an Equity Research Analyst supporting the Wealth Management Division. This position is responsible for delivering high-quality research across company, sector, and macroeconomic themes, providing actionable insights and strategic recommendations to Wholesale and Institutional Investors. The successful candidate will possess confidence performing in-depth financial analysis, complex modelling, industry research, and valuations. Additionally, excellent communication skills are required, along with the ability to work collaboratively with Sales, Advisory, and Corporate Finance teams.
The Equity Research Analyst will deliver investment theses across one or multiple sectors, requiring strong analytical, communication, and commercial skills.
Responsibilities:
- Producing financial models, desk notes, research reports, and industry macroeconomic analysis
- Communicating ideas to institutional investors, conducting due diligence, and working with the wider team to identify market trends
- Competent in financial statement analysis
- Confidence in forming investment recommendations
- Comfortable dealing with a range of HNW, family office, and institutional fund managers
- Facilitating company meetings and corporate access
- Attending industry conferences and building relationships with industry contacts
- Tracking company events and earnings
- Developing financial models and valuation techniques
- Ability to manage business and reputational risk
- Cultivating and maintaining strong, long-lasting client relationships through proactive communication and personalized service
- Working closely with the Sales and Corporate teams as well as corporate clients and investors
- Presenting and explaining complex financial products and services clearly and concisely
- Preparing and delivering compelling sales presentations and proposals
- Staying informed about market trends, economic developments, and competitor activities
- Pro-active, comfortable working in a team environment, with a positive attitude and ambition to progress his/her career within equity research
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or a related field
- CFA ideal
Experience:
- 3+ years of experience in an Equity Research Analyst position - Pre IPO, Micro to small cap Mining & Resources, Energy, Technology, Healthcare, and Consumer sectors
- Delivering research in an investable thesis and ability to produce market aligned ASX Company Research Reports / Desk Notes
- Market ideas to internal constituents and clients via phone calls where necessary
Preferred (advantageous):
- Versatility and breadth of previous sector coverage across Resources, Healthcare, Technology, Consumer Discretionary
- Experience using Bloomberg or FactSet
- Research Report presentation and Excel modelling (proficient)
Equity Research Analyst in Sydney employer: Anton Murray Consulting
Join a leading global wealth management firm in Melbourne, where you will thrive in a dynamic work culture that values collaboration and innovation. As a Client Reporting Associate, you'll benefit from competitive remuneration, opportunities for professional growth, and the chance to make a meaningful impact on high-net-worth clients' financial journeys. With a strong focus on employee development and a commitment to excellence, this role offers a rewarding experience in a supportive environment.
