CareerPlan

Global Investment Research, Equity Research, Financial Institutions, Analyst, Sydney

Sydney, New South WalesFull-time2026-10-17 → 2026-11-12

Core

Support single stock research analysts by building and updating company/industry models, compiling research reports, and analyzing market/economic trends for the Insurance and Diversified Financials sectors.

Role type

Junior Equity Research Analyst (Financial Institutions)

Builds

Company and industry financial models, research reports, and investment recommendations

Domain

Financial Services / Equity Research / Insurance & Diversified Financials

Required skills

Financial statement analysis, Business valuation, Data analysis, Financial modeling, Market trend analysis, Report writing, Excel proficiency, Critical thinking

Preferred skills

Actuarial knowledge, CFA/FIAA qualifications, LLM/Agentic tools experience

Technologies

Microsoft Excel, Microsoft Word, Microsoft PowerPoint, LLM tools, Agentic tools