30 Sep
|
Trustee for Pitcher Partners Service & Administration Trust
|
Melbourne
30 Sep
Trustee for Pitcher Partners Service & Administration Trust
Melbourne
Pitcher Partners is a leading network of independent Australian firms, working together to enable growth and ambition for our clients. And our people.
When you join Pitcher Partners, you’re joining a team with heart. We support each other. We learn together. We’re deliberate about fostering relationships that nurture and empower every individual.
And we’re excited by what’s possible. We know some of the best new ideas come in the form of curious, talented people we haven’t met yet. Perhaps you’re one of them.
About the role
As part of the investment research team, the Senior Investment Research Analyst – investment advisory will provide comprehensive research coverage across key stocks / sectors within the Australian and Global equity market.
This role involves driving deep market insights, shaping investment recommendations, and contributing to the strategic direction of the research function.
The Senior Investment Research Analyst will also mentor and provide expert guidance to junior analysts, ensuring the overall quality and consistency of research outputs across the group
Key responsibilities
- Maintain and monitor authorised securities and products, ensuring they align with client needs and investment philosophy.
- Conduct in-depth research, due diligence and analysis across assigned sectors, securities, ETFs and managed funds.
- Develop new investment ideas and prepare clear reports and recommendations for the Investment Committee.
- Build strong relationships with brokers, fund managers, analysts and product issuers to access market intelligence and insights.
- Work closely with Investment Advisory, Portfolio Services,
Compliance and client-facing teams to share research and investment insights.
- Contribute to Investment Strategy Committee meetings, adviser meetings and research presentations, providing market and stock views.
- Provide timely investment insights and tailored support for advisers and HNW clients, including fund manager due diligence.
- Contribute to research projects, thematic papers, process improvements, AI/model development, compliance and ongoing business initiatives.
Who we’re after
Here are the some of the key qualifications, skills and personal attributes we’re looking for. If you tick most of the boxes, but not all – that’s ok! We’d still love for you to apply.
- 5+ years’ experience in equities research, investment analysis or portfolio management, with strong ESG knowledge and company valuation skills.
- Advanced financial modelling and Excel skills, with experience using platforms such as Bloomberg, FactSet, CapIQ, Morningstar Direct or similar.
- Strong written and verbal communication, strategic thinking, leadership capability and confidence engaging with diverse stakeholders
Our commitment to you
At Pitcher Partners, we support you to lead your way with tailored development programs, study assistance, and secondment opportunities.
You can enjoy flexible work arrangements, generous leave options, and wellbeing initiatives including mental health support and onsite wellness activities. Details about the benefits we offer can be found here.
Located right next door to Southern Cross Station, we offer a vibrant workplace with free barista made coffee and a culture that invests in your growth.
We’re proud to be a WORK180 Endorsed Employer for All Women. Earned through our continued commitment to the careers of women by offering perks and policies that support diversity, equity and inclusion.
Our process
We review applications continuously, so apply as soon as possible if you are interested.
The recruitment process usually includes a phone screen, two interviews, and role-specific case study. Our team will guide you through the process and provide all necessary information.
Actively improving diversity in our workforce is central to our purpose, we strongly encourage applications from under-represented backgrounds and groups.
We are open to discussing part-time roles and encourage you to let us know if you need any adjustments to the recruitment process. Contact us at
[email protected].
We are committed to responding to every applicant as a Circle Back Initiative Employer.
Note for recruitment agencies: While we appreciate the role recruitment agencies play in our recruitment strategy, unsolicited CV’s or profiles will not be considered. We will not be liable or responsible for any fees or costs associated with unsolicited CV’s or profiles that are shared.
📌 Senior Investment Research Analyst (Melbourne)
🏢 Trustee for Pitcher Partners Service & Administration Trust
📍 Melbourne