Senior Investment Research Analyst
Core
Provide comprehensive research coverage across key stocks and sectors in Australian and Global equity markets, driving deep market insights and shaping investment recommendations.
Role type
Senior Investment Research Analyst (Equities)
Builds
Investment reports, recommendations, and strategic research outputs for the Investment Committee and advisers.
Domain
Financial Services / Equity Research
Required skills
Equities research, company valuation, financial modelling, Excel, Bloomberg, FactSet, CapIQ, Morningstar Direct, ESG analysis, stakeholder management
Preferred skills
AI/model development, process improvement
Responsibilities
Conduct in-depth research and due diligence on assigned sectors, securities, ETFs, and managed funds; Develop new investment ideas and prepare clear reports for the Investment Committee; Build strong relationships with brokers, fund managers, and product issuers; Mentor junior analysts to ensure quality and consistency of research outputs; Contribute to Investment Strategy Committee meetings and research presentations; Provide timely investment insights and tailored support for advisers and HNW clients.