Distribution / Investment

Portfolio Manager – Multi-Asset / Global Macro

  • Key member of the leadership team
  • High performing team with diverse offering
  • Sydney based

Our client is a Superannuation Fund managing in excess $40bn FUM and is now seeking to add a talented, passionate and commercially astute Portfolio Manager to the investment team. The successful candidate will be responsible for managing an $8bn Multi-Asset Portfolio – reporting directly to the CIO. In this role you will be a key part of the investment committee, leading and mentoring a high performing, close-knit team. Other responsibilities will be to:
• Lead, manage, design and implement investment strategies across the portfolio’s asset classes including Equities, Fixed Income, Unlisted Assets and Alternatives
• Implement state of the art risk mitigation frameworks and strategies including Derivatives, FX and Asset Allocation Tilts
• Manage strategy implementation and risk mitigation with external managers, which will include portfolio construction, negotiation and manager appointment
• Develop investment strategies and asset allocation recommendations to meet the investment objectives
• Provide expert advice to the board for the implementation of investment and risk strategies

It is expected that you will likely have 12-15 years’ experience with a demonstrable passion for investment and a track record of success in a similar capacity. In addition, you will have previous exposure to Multi-Asset, Global Macro and Relative Value investment strategies. You will also possess a strong passion for leading and developing a team of collaborative and thoughtful investment professionals. You will hold outstanding academic results in your chosen discipline, which ideally includes a CFA and/or Post-Graduate Degree.

Applicants must be permanent residents or Australian citizens and will be required to undergo a criminal records check.

For further information, please call Adam Taylor-Campbell below. To apply, please submit a copy of your application, including a CV to the email below.

Contact

Adam Taylor-Campbell


02 9235 9404

Portfolio Manager – Multi-Asset / Global Macro
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Corporate Development Analyst

  • Principal Investment
  • Corporate Development
  • Exciting transactions
  • Growing focus

Magellan Financial Group Limited (Magellan), an ASX top 50 company, is a leading funds management business currently managing approximately A$101.4 billion (as at 31 December 2020) on behalf of retail investors in Australia and New Zealand and institutional investors globally. Magellan was founded in 2006 by Mr Chris Mackay and Mr Hamish Douglass, both of whom remain significant shareholders in Magellan.
Magellan currently has 132 employees with its head office located in Sydney with satellite offices in Melbourne, Brisbane, Auckland, Adelaide, Perth and Chicago in the United States.
Magellan’s success has been centred around its relentless focus on delivering outstanding outcomes for its clients over the long term. Part of this success is a result of innovations that aim to provide clients with better investment solutions and greater ease of access to Magellan’s investment strategies. Magellan has been a global leader in many of these innovations.

The team has been instrumental in driving and completing a range of investments & transactions – recent examples include the acquisitions of Airlie Funds Management and Frontier Partners; the execution of a $275 million institutional equity placement; the negotiation of a $210 million corporate debt facility and the investments in Barrenjoey Capital Partners, FinClear Holdings and Guzman y Gomez.
The role will focus on the development and execution of both corporate and new product initiatives across the group and supporting the execution of the group’s M&A and Principal Investments.

A core component of the role will involve financial modelling, reviewing and negotiating transaction documentation, preparing presentations for senior management and the Board and project managing work streams across all business units.

The successful candidate must have 1-3yrs of experience in corporate finance, M&A or corporate strategy and will be proficient in the following areas:
• Financial modelling & valuation
• Analysis of financial data
• Project and transaction management with a sound understanding of corporate finance transactions and what drives them
• Drafting presentations, board papers and transaction documentation

You will be an integral member of a small and busy team working directly with the Head of Corporate Development and the CEO. You must be flexible, enthusiastic, display good judgement and have strong communication and time management skills.
This role will suit someone who thrives in a team environment and possesses critical thinking skills.

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

For a confidential discussion, please contact Adam Taylor-Campbell below.

Contact

Adam Taylor-Campbell

02 9235 9404

Corporate Development Analyst
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Emerging Companies Equity Analyst

  • Listed and Unlisted Equity Research with an Emerging Company Focus
  • Newly Established Investment Team
  • Exceptional Buy-Side opportunity for a Passionate and Entrepreneurial Analyst
  • Melbourne Based

We represent a Family Office/Foundation who are passionate about supporting initiatives that improve long term decision making in Australia, in the belief that improving our policy making system will deliver the greatest impact on economic and social outcomes. Over the next 5 years, they aim to become one of Australia’s largest philanthropic foundations. They are now looking for an Emerging Companies Analyst to join their growing investment team based in Melbourne.

Working with the Founder and the Investment Manager, you will focus on identifying and investing in highly promising emerging Australian companies (listed and unlisted). Their aim is to understand these companies and the industries in which they operate better than anyone else in the market. Responsibilities will include:
• Investment idea generation including screening and meetings with company management
• Financial modelling and valuation work
• Monitoring industry developments and industry analysis
• Conducting comprehensive due diligence on investment opportunities (including channel checks with supplier, customers, competitors, management, former employers, industry experts etc)
• Preparing and presenting investment papers to the Investment Committee
We are looking for a candidate who is passionate about the equity market with a strong commercial and inquisitive mindset to explore different ideas and challenge the status quo.

To be successful in this role you will have:
• Cultural fit and the ability to blend into a highly collegiate environment
• Advanced critical reasoning and ability to exercise sound judgement
• The ability to think laterally and independently
• Highly analytical with attention to detail
• An ability to be a generalist whilst also being able go deep where appropriate
• Unafraid of delving into complex topics and questions
• Show initiative and able to work autonomously
• Persistent and self-motivated
• Well-developed written and verbal communication skills
• Financially literate and comfortable drilling into the financial statements of a company
• Ability to model and value a company
• Degree qualifications in a financial discipline. CFA qualification or post-graduate finance qualifications highly regarded
This is an exceptional opportunity for a candidate looking to make their first move and/or continue to further develop their skills within a direct equity investing role within a highly collegiate environment.

Candidates will likely to have gained 3 to 5 years-experience working within Equity Research (either buy-side or sell side), Private Equity or Venture Capital. Others considered may have experience in Transaction Services/Corporate Finance or Corporate Development/Strategy role within a corporate who can demonstrate a genuine passion for investing.

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

For a confidential discussion please contact Michael Lee.

Contact

Michael Lee

03 9653 8620

Emerging Companies Equity Analyst
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Investment Analyst – Long Short Equity Fund

  • Equities
  • Exciting Initiatives
  • Domestic and International Focus

Our client, a leading Multi-Strategy Funds Manager, is seeking to add a talented, passionate and commercially astute Investment Analyst to their Sydney team.
The role will focus on several businesses and will include:
• Undertaking industry & company analysis including the analysis of markets, industries, business structures & strategies and financial outcomes
• Assessing risk
• Formulating operating & financial forecasts
• Assessment of valuation

This is a unique opportunity to surround yourself in a leading firm in the investment industry. Key characteristics that would be desirable for this position include a passion for investment, a positive can-do mentality, a willingness to challenge orthodoxy, comfort with debating complex ideas and respect for the views and opinions of others.
The successful candidate is likely to have between 3-5 years’ experience with a leading Bulge Bracket Investment Bank from either General Industries, Financial Institutions or TMT coverage groups; will possess strong fundamental financial analysis and financial modelling skills with a demonstrable passion for investment and a track record of success. You will have outstanding academics in your chosen discipline, which ideally includes a CFA or Post-Graduate Degree.

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

Contact Adam Taylor-Campbell below.

Contact

Adam Taylor-Campbell

02 9235 9404

Investment Analyst – Long Short Equity Fund
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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
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