Distribution / Investment

Investment Analyst – Consumer Goods

  • Global Equities
  • Exciting Initiatives
  • Consumer Focus

Our client, a leading Investment Manager is seeking to add a talented, passionate and commercially astute Investment Analyst to the Consumer Investment Team.
The role will focus on several businesses and will include:
• undertaking industry and company analysis including the analysis of markets and industries, business structures and strategies, and financial outcomes;
• assessing risk; and
• formulating operating and financial forecasts; and
• assessment of valuation
You will be allocated a number of companies, for which you will have responsibility for analysing and communicating with the firm’s portfolio managers.
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 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.
For a confidential discussion, please contact Adam Taylor-Campbell.

Contact

Adam Taylor-Campbell

02 9235 9404

Investment Analyst – Consumer Goods
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Fixed Income Credit Research Analyst

  • Global Investment Manager
  • Fixed Income Credit Research
  • 12month contract with permanent potential

Looking for an experienced Fixed Income Credit Research Analyst to join an established and well regarded global investment fund – and the ability to be able to ‘hit the ground running’. You will be bright, inquisitive with intellectual curiosity, an open contributor / team player, and eager to learn and adapt.

Key Responsibilities:
– Assist the credit research capabilities of the Fixed Income team – by assuming coverage of issuers, maintaining up to date fundamental credit research as well as company forecast models
– Provide support to the portfolio management team; streamlining the capture and synthesis of research output and market information, and analysis of the exposures and risks of portfolios
– Aid in the research and development of new fixed income strategies
– Positively contribute to a collaborative working environment within the fixed income and the broader investment teams.

Preferred Requirements:
– Tertiary qualifications in Finance/ Economics or STEM disciplines
– Minimum of 5 years’ experience in credit analysis gained at a fund manager or financial institution
– Strong quantitative skills in financial modelling, and technical knowledge of fixed income
– A working knowledge of statistics and programming languages (e.g. Python)
– Excellent communication skills, including the ability to engage with stakeholders at all levels
– Ability to work independently and apply critical thinking to develop creative solutions.

You 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

Fixed Income Credit Research Analyst
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Investment Analyst

  • Global Equities
  • Exciting Initiatives
  • China Focus

Magellan Financial Group is seeking to add a talented, passionate and commercially astute Investment Analyst to the investment team. The successful candidate will initially focus on Chinese companies.
Magellan, an ASX-listed firm focused on global investment in listed equity markets, was established in 2006 and has consistently grown and developed since inception. The firm has a team of more than 30 highly qualified and experienced investment professionals and manages investment funds totalling more than A$100 billion.
The role will focus on Chinese domiciled businesses and will include:
• undertaking industry & company analysis including the analysis of markets & industries, business structures & strategies & financial outcomes
• assessing risk
• formulating operating & financial forecasts
• assessment of valuation

The successful candidate will be allocated a number of companies, most of which are likely to be Chinese domiciled, and for which you will have responsibility for analysing and communicating with the firm’s portfolio managers.

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 3-8 years’ experience with a demonstrable passion for investment and a track record of success. You will be a fluent English and Mandarin (native) speaker, with strong verbal, written and presentation skills. You will have outstanding academics in your chosen discipline, which ideally includes a CFA or Post-Graduate Degree.
Only electronic applications with an accompanying cover letter will be accepted.

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

Contact

Adam Taylor-Campbell

02 9235 9404

Investment Analyst
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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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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
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