Distribution / Investment

Investment Manager / Associate

  • Global Equities
  • Coverage of stocks within the Global Consumer Goods / Consumer Products Sector

Our client is an established market leading global equities focused investment manager covering multiple strategies, with a reputation for fund performance and well known for retaining and developing 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 Consumer sector team covers a range global large cap consumer goods companies. The coverage of this candidate will likely move through the consumer universe over time and be expected to contribute to wider portfolio discussion.
Working closely with the Head of Consumer Goods and your team, this role will involve deep coverage of stocks 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. Some international travel may be required, typically once a year for market & industry analysis and meet with potential investee businesses – during this current environment that may not happen in the next several months.

Appropriate candidates will have approximately 5-6 years of total experience likely with some exposure (or at least a deep personal interest) in the Consumer Goods/Consumer Product sector. The likely sources of candidates being from Investment Banking (M&A or sell side analyst), corporate development within a relevant Consumer Goods/Consumer Products organisation or an existing professional from the buy side (public or possibly private investor). We require a strong demonstrable interest in investing.

This is a great opportunity to work with and learn from some the industry’s leading portfolio managers in a top tier investment firm.

Candidate academic results should be a minimum of 95ATAR and a distinction average within a Bachelor’s degree.
You must have full working rights for Australia to be considered for this role.

Contact Adam Taylor-Campbell 02 9235 9404 / ataylor-campbell@jmichel.com.au for a confidential discussion.

Investment Manager / Associate
Maximum upload size: 31.46MB
Sending

Senior Investment Manager – Australian Equities

  • Continued Growth across the Investment team
  • Inquisitive Mind and Passion for Markets
  • Melbourne Based Role

Our client is one of Australia’s largest Super funds with over $50 billion in funds under management and a deep heritage as a member focused organisation. With the continued build out of the internal investment team, they are now looking for a Senior Investment Manager – Australian Equities to join its Melbourne office.

Reporting to the Director – Australian Equities (AE) you will be responsible for (not limited to):

• Identifying investment opportunities consistent with the investment philosophies and mandate
• Undertake company analysis, research, due diligence and surveillance of sectors and industries
• Conduct economic research and market analysis
• Identify and recommend appropriate investments for the AE portfolios
• Participate in stock selection, sector asset allocation, portfolio construction and rebalancing discussions
• Assist with portfolio construction and management
• Contribute to the development and mentoring of staff within the team
• Assist with report preparation of portfolio performance analysis and results for the Investment Committee
• Contribute to investment themes, views and thought leadership to share amongst colleagues and across the organisation.

Key attributes for the successful candidate will include:
• Evidence of intellectual curiosity, a competitive spirit, independent thought, pragmatic decision making and passion for markets
• A strong understanding of domestic and international capital markets
• A detailed knowledge of domestic equity investment markets
• Ability to translate ideas into insight and strong positive returns
• A proven track record in managing money
• High attention to detail
• Ability to work as part of a small, highly focused and cohesive team
• Exceptional verbal, written communication and presentation skills
• Relevant tertiary qualifications within Business, Finance, Economics, Commerce or Law.

This is an exceptional opportunity to join a small Australian Equity team with an excellent track record since inception. The successful candidate will have at least 7-10 years relevant experience in analysing domestic stocks and equity markets which has been gained with a fund manager, stockbroker or investment firm.

You must have full working rights for Australia to be considered for this role. Initial enquiries in strictest confidence to Michael Lee at Jon Michel Executive Search via email on mlee@jmichel.com.au.

Senior Investment Manager – Australian Equities
Maximum upload size: 31.46MB
Sending

Investment Associate / Manager

  • Global equities
  • Coverage of stocks within the global TMT sector

Our client is an established market leading global equities focused investment manager covering multiple strategies, with a reputation for fund performance and well known for retaining and developing 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 TMT sector team covers global technology, media and communication 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 TMT 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. Some international travel may be required, typically once a year for market & industry analysis and meet with potential investee businesses – during this current environment that may not happen in the next several months.

Appropriate candidates will have approximately 5-6 years of total experience likely with some exposure (or at least a deep personal interest) in the TMT sector. The likely sources of candidates being from Investment Banking (M&A or sell side analyst), corporate development within a relevant TMT organisation or an existing professional from the buy side (public or possibly private investor). We require a strong demonstrable interest in investing.

This is a great opportunity to work with and learn from some the industry’s leading portfolio managers in a top tier investment firm.

Candidate academic results should be a minimum of 95ATAR and a distinction average within a Bachelor’s degree.

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

Please contact Adam Taylor-Campbell for a confidential discussion on (02) 9235 9404 or ataylor-campbell@jmichel.com.au

Investment Associate / Manager
Maximum upload size: 31.46MB
Sending

Head of Distribution / Director, Distribution

  • Access to top Quartile Private Equity Managers
  • Asset class set to outperform others in the ongoing economic climate
  • Guarantee you can continue to deliver your clients superior risk adjusted returns

We represent a well-established, highly regarded provider of professional investment management and advisory services to institutions, sophisticated investors and SIV applicants. Offering them access to some of the country’s highest performing Private Equity managers. Uniquely positioned with deeply entrenched relationships they are in an enviable position to assist clients deploy capital in an asset class positioned to outperform others in the evolving investment arena for years to come.

To take advantage of this they wish to appoint a Head of Distribution / Director, Distribution. Supported by a deeply experienced and cohesive core executive team you will be responsible for setting the sales strategy in relation to Channels (existing as well as new), leading and maintaining investor dialogue (wholesale and/or sophisticated investors – SMSF, Family Offices, HNW, dealer groups / planners, etc).

Candidates will have sound academics (tertiary qualification, CFA highly regarded, adviser compliant, etc) with 8+ years experience in a blue chip financial services environment and possesses the following:
• Existing set of relationships that have delivered investment flows in the past within the investor channels as listed above.
• Ideally exposure to Private Equity or other such Alternative Asset classes or if not, a clear interest and desire to commit to develop this into the future.
• Above all, be a self starter who thrives in an entrepreneurial, results orientated environment.

This represents an exciting opportunity to make a material contribution in both a strategic as well as results orientated mandate for a firm well positioned for what the future will hold. Financial recognition in both a short as well as long term incentive structure will be part of your employment package.

Applicants must have full working rights in place for Australia to be considered for this opportunity.

For a confidential discussion please contact Jon Michel below.

Contact

Jon Michel

02 9235 9410

Head of Distribution / Director, Distribution
Maximum upload size: 31.46MB
Sending