Distribution / Investment

Global Equities – Financials Analyst

  • 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.

Contact

Mischa Bennett

02 9235 9430

Global Equities - Financials Analyst
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Investment Analyst & Investment Manager – Unlisted Investments/Private Equity

  • First tier alternatives fund manager
  • Broad unlisted investments mandate with private equity style investing \
  • Sydney base

My client is a global and leading alternatives fund manager with several investment strategies. They manage several high profile mandates with over $6 billion in assets under management and an impressive track record of investors returns over many years (over 18% for more than 20 years). They see an opportunity in their coverage of unlisted markets and are looking to add an Investment Analyst and Investment Manager to bolster these efforts. Sectors targeted are broad but are within industries that have strong demographic drivers and high barriers to entry which have included: Consumer/Retail, food production and processing; petrol stations, data centres, aged care, renewable energy, student accommodation, amongst others.

Both the Investment Manager and Investment Analyst will work closely with the Investment Director with responsibility for analysing potential new investments including research into wider industry dynamics, running commercial and financial due diligence, developing investment committee papers and client presentations, managing transaction related processes and occasional work with portfolio companies. The Investment Manager will have the autonomy and ability to lead and drive transaction processes on behalf of the investment team as well.

You will come from an M&A, project finance or corporate finance background with a demonstrated technical skill set in the context of an investment environment. You will also be able to demonstrate considerable commercial acumen. We will be considering candidates with around 2-4 years’ experience for the Investment Analyst and 5-8’ years’ experience for the Investment Manager.

You must have Australian permanent residency to be considered for this role.

For a confidential discussion contact Daniel Yee below.

Contact

Daniel Yee

02 9235 9420

Investment Analyst & Investment Manager – Unlisted Investments/Private Equity
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Investment Analyst – Global Equities

  • Healthcare sector team

Our client is a leading global equities fund manager that focuses on investing in high quality companies at the right price and holding those companies for the long term. Performance over the short and long term has been market leading. Based on a need for in depth coverage of potential Healthcare investment opportunities, there is an opportunity for an analyst to join the team.

Working in the Healthcare sector team, the role will include covering global healthcare stocks, which will build over time. The analysis will include; analysing financials and business strategies to form a view on valuation and to create investment cases to present within the investment team; communication with potential investee businesses; market/industry analysis; and the ongoing assessment of scientific, regulatory and political risks.

We are considering candidates with approximately 3-8 years’ experience within sell/buy side equities, M&A, Private Equity with a strong demonstrable interest in listed equities. Healthcare and/or pharma legal experience is valued but not essential.

For a confidential discussion you can contact Mischa Bennett below.

Contact

Mischa Bennett

02 9235 9430

Investment Analyst – Global Equities
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Director of Sector Research and Senior Consultant Investment Strategy

  • Award Winning Investment Advisory Firm Positioned for Growth
  • Key Leadership and Consulting roles
  • Melbourne Based

Our Client is a leading independent investment advisory firm advising some of Australia’s largest institutional investors within the superannuation, charity, university investment sectors. With global reach and partnerships, they offer bespoke solutions for their clients in the forever changing and dynamic landscape of investment markets. They are positioned for growth in their chosen markets and now looking for a Director of Sector Research and a Senior Consultant Investment Strategy.

The Director of Research reports directly to the CEO and working closely with the Director of Consulting and Director of Investment Strategy, you will lead the firms Sector Research program across all asset classes ensuring the delivery of high quality, market leading and innovative research to their clients and chosen markets.

Key to the role will be your ability to further develop strategic business growth and outcomes; Ability to further raise the profile of the business through strong stakeholder management, both internally and externally; client relationship management; team leadership; business management; and a deep expertise and intimate knowledge of the investment markets.

The Senior Consultant Investment Strategy reports to the Director of Investment Strategy with a focus on delivering high quality investment and strategic advice and research involving capital markets research and asset allocation, manager and investment research and supporting the client team needs.
Working as a key member of the team you will provide strong support across asset classes contributing to the idea generation and development to ensure marker and asset allocation is communicated in a timely fashion. You will have a strong understanding and experience dealing with SAA/DAA and macro analysis with possibly an economics / econometrics background gained within sell side research, consulting or funds management firms.

All enquiries to be directed in strictest confidence to Michael Lee below.

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

Contact

Michael Lee

03 9653 8620

Associate – Global Credit Fund (FM)
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