At a Glance
- Tasks: Conduct in-depth research and analysis on stocks to identify investment opportunities.
- Company: Established equities fund manager with a disciplined investment philosophy.
- Benefits: Direct exposure to equity markets and long-term career development.
- Other info: Dynamic environment with opportunities for intellectual growth and collaboration.
- Why this job: Join a high-performance team and make impactful investment decisions.
- Qualifications: 5+ years in finance, strong academic record, and proven stock recommendation success.
The predicted salary is between 90000 - 110000 $ per year.
This is a highly selective opportunity with an established equities fund manager. We ask that all applicants carefully review the requirements below before submitting an application.
To be considered, you must meet ALL of the following criteria:
- Minimum 5 years' experience in investment banking, sell-side equity research, funds management or management consulting.
- Vice President level or equivalent seniority, with experience gained at a reputable investment bank, fund manager or leading consulting firm.
- ATAR of 95+ or equivalent academic achievement, supported by a strong tertiary academic record.
- Advanced financial modelling, company valuation and analytical capabilities coupled with exposure to global & Australian markets.
- Demonstrated ability to undertake detailed company research, critically evaluate businesses and develop well-supported investment recommendations.
Important: Candidates from equity research or funds management must also demonstrate a consistent, verifiable track record of generating alpha through successful stock recommendations and investment outcomes. These criteria are mandatory, not preferred. Applications that do not meet the requirements will not be progressed.
Our client is an established equities fund manager investing across Australian and global markets. With a disciplined, fundamental research-led investment philosophy, the business is seeking an exceptional Research Analyst to identify compelling investment opportunities and contribute directly to portfolio performance.
Working closely with Portfolio Managers, you will be responsible for researching, analysing and evaluating individual stocks across Australian and global mid-to-large-cap equity markets. This is a hands-on, bottom-up equity research position requiring detailed analysis of listed companies, their financial performance, competitive positioning, intrinsic value and potential to deliver investment returns.
Key responsibilities include:
- Conducting in-depth fundamental research on Australian and global listed equities.
- Screening markets to identify undervalued stocks and high-conviction investment opportunities.
- Analysing company financial statements, earnings, cash flows, balance sheets and valuation metrics.
- Building detailed financial models, earnings forecasts and company valuations.
- Assessing business models, management quality, competitive advantages and industry dynamics.
- Developing and presenting evidence-based stock recommendations to Portfolio Managers.
- Monitoring company announcements, financial results and portfolio holdings.
- Identifying investment catalysts, downside risks and opportunities to generate alpha.
Beyond the mandatory criteria, the successful candidate will demonstrate exceptional intellectual curiosity, commercial judgement and a genuine passion for researching individual companies and understanding what drives stock performance. You will be comfortable challenging assumptions, defending investment recommendations and translating complex financial analysis into clear, actionable investment ideas.
What's on Offer?
- Direct exposure to Australian and global equity markets.
- Genuine involvement in stock selection and portfolio investment decisions.
- Opportunity to work alongside experienced Portfolio Managers.
- A high-performance investment environment focused on research quality and results.
- Long-term career development within an established fund manager.
Equities Research Analyst in Melbourne employer: Keegan Adams Recruitment
Join a dynamic and forward-thinking Private Wealth firm that prioritises employee growth and development, offering a unique opportunity to shape the FP&A function while working closely with the executive team. With a strong emphasis on collaboration and innovation, this role not only provides significant exposure to senior leadership but also encourages a culture of continuous improvement and strategic influence. Enjoy a supportive work environment that values your insights and contributions, making it an excellent place for professionals seeking meaningful and rewarding employment.
