Senior Investment Analyst – Global Equities

Sydney, Australia
Apr 10, 2018
May 10, 2018
Industry Sector
Asset Management
CFA Charterholder
Employment Type
Full Time

Our client is a Sydney based, boutique fund manager with almost $400 million of funds under management.

The firm is a committed value investor, is often contrarian, and has tended to focus on smaller and mid- cap stocks, across its Australian and global equities funds. Both portfolios are concentrated and risk management at both a stock and portfolio level are a critical part of its process.

It plans to stay relatively small in order to maintain fund performance as its core priority.

The firm is now looking for an experienced Senior Investment Analyst to join the team on the international portfolio. The environment is a collegiate, team based one but has high expectations at an individual level. The potential to operate at Portfolio Manager level within the next two to three years is a prerequisite for this role.

All members of the investment team are sector agnostic, so a generalist will be highly regarded. Likewise, as is a track record of investing in international markets, especially the US or Asia. You must be versatile, creative and driven, and most importantly have a passion for finding actionable investment opportunities.

It is also possible that you are coming from a transaction-based background, but can display the above capabilities to possibly translate into a funds management environment.

You will be motivated by the opportunity to progress to PM, and you will also thrive on the opportunity to work without industry or geographical boundaries, away from the constraints of the large-cap universe.