Our client is a dynamic, high-growth financial advisory and equities trading firm headquartered in Sydney with offices across Melbourne, Brisbane, and London. Committed to providing exceptional investment opportunities, where innovation meets precision and client focussed solutions.

They specialise in tailored investment strategies, capital raising, corporate advisory and trading solutions working with individuals, growth-stage companies, and institutions across wide range of sectors. Fostering a collaborative and growth-orientated environment.

We are seeking a highly motivated and skilled individual to join our team as an Equity Research Analyst focussed on Pre IPO, Mirco or Small Cap Mining & Resources, Energy, Technology, Healthcare, and Consumer sectors. This position is responsible for delivering high-quality research across company, sector, and macroeconomic themes, providing actionable insights and strategic recommendations to Wholesale and Institutional Investors.

The successful candidate will possess confidence performing in-depth financial analysis, complex modelling, industry research and valuations in ASX-listed and unlisted companies across pre IPO, micro and small-cap Mining & Resources, Energy, Technology, Healthcare, and Consumer sectors. Additionally excellent communication skills, working collaboratively with Sales and Advisory and Corporate Finance teams.

The Equity Research Analyst will deliver investment theses across one or multiple sectors, requiring strong analytical, communication, and commercial skill

Responsibilities:

Producing financial models, desk notes, research reports, & industry macroeconomic analysis

Communicating ideas to institutional investors, conducting due diligence and working with the wider team to identify market trends

Competent in financial statement analysis

Confidence in forming investment recommendations

Comfortable dealing with a range of HNW, family office and institutional fund managers

Facilitate company meetings and corporate access

Attend industry conferences and build relationships with industry contacts

Track company events and earnings

Develop financial models and valuation techniques

Ability to manage business and reputational risk

Cultivate and maintain strong, long-lasting client relationships through proactive communication and personalized service.

Work closely with the Sales and Corporate teams as well as corporate clients and investors

Present and explain complex financial products and services clearly and concisely

Prepare and deliver compelling sales presentations and proposals

Stay informed about market trends, economic developments, and competitor activities

Pro-active, comfortable working in a team environment, have a positive attitude and ambition to progress his/her career within equity research

Qualifications:

Bachelor’s degree in Finance, Economics, Business, or a related field

CFA (part to full completion)

Experience: 3 + years of experience in an Equity Research Analyst position- Pre IPO, Micro to small cap

Deliver research in an investable thesis and ability to produce market aligned ASX Company Research Reports / Desk Notes

Market ideas to internal constituents and clients via phone calls where necessary

Preferred (advantageous):

Versatility and breadth of previous sector coverage across Resources; Healthcare; Technology; Consumer Discretionary

Experience using Bloomberg or FactSet

Research Report presentation and Excel modelling (proficient)