Equity Research (Insurance & Diversified Financials) – Associate/Vice President – Australia
Core
Develop differentiated investment and strategic insights into Insurance and Diversified Financials sectors, forecasting financial prospects and producing high-quality written research for institutional clients.
Role type
Senior IC equity research analyst (Insurance & Diversified Financials)
Builds
Investment recommendations, earnings forecasts, ratings, target prices, and thematic deep-dive research reports
Domain
Financial Services / Insurance / Diversified Financials
Required skills
Financial modeling, Financial statement analysis, Investment valuation, Industry trend analysis, Written research, Client engagement, Regulatory analysis, Data analysis
Preferred skills
Actuarial designation, CFA designation, MBA, Generative AI use, Bloomberg/FactSet proficiency, APAC market knowledge
Technologies
Excel, Bloomberg, FactSet, Visible Alpha, Generative AI
Responsibilities
Build and maintain detailed financial models and valuation frameworks; Analyze company earnings, regulatory developments, and M&A activity; Draft research publications including earnings previews and thematic reports; Conduct detailed analysis of sector drivers like premium growth and solvency; Monitor industry developments including regulatory reforms and capital market activity; Support institutional client engagement through meetings and conference calls; Mentor junior team members
Seniority
Associate/Vice President, hands-on IC