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We are looking for an analyst to provide stock coverage in the small cap space within the Australian listed market. The analyst will provide stock recommendations based on thorough analysis, financial models and company/industry insights. The analyst must be able to present & market effectively, externally to fund managers and clients and, internally to institutional sales and sales traders. Analysts should view their role as an integral part of the team’s success. Effective teamwork contribution; actively generate ideas for the teams development; communicate issues that require action; support each other and ask for help when needed.

Key Areas of Responsibilities

- Provide proactive and differentiated research on the small cap sector.
- Develop financial models & valuation databases for all stocks under primary coverage.
- Respond to market news, earnings releases, corporate developments and other market-moving information when necessary and in a proactive manner.
- Develop and maintain key client relationships.
- Actively engage with clients and the relevant sales team members to communicate ideas to ensure maximum exposure/return from the time invested in producing research reports.
- Maintain sound working relationships with corporates, clients and government/industry organisations.
- Collect data and compile answers for clients requests in a timely and accurate manner.
- Actively generate ideas for the teams development.

Requirements

- Bachelor degree or above in business related discipline, preferably with finance and/or accounting major
- 3-10 years’ experience as a research associate/analyst. Alternatively, funds management, investment banking, or finance/accounting background would be considered with requisite demonstration of key modelling skills
- Strong analytical skills
- Strong understanding of financial modelling
- Excellent interpersonal sensitivity
- High sense of commercial awareness
- Excellent communication,



relationship and management skills to both internal and external clients
- Excellent command in both spoken and written English

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We are a leading independent investment and advisory group. Founded in New Zealand in 1961 and established as a market leader for decades, we expanded our successful operation into Australia in 2020.

Our dedicated team of over 300 professionals includes some of the industry's most experienced and respected leaders. Together, we are committed to being our clients' most trusted partner.

We believe in empowering talented individuals to thrive in a collaborative and dynamic workplace. Our team is driven by a passion for excellence, innovation and creating value for our clients.

Introduction

We are a leading independent investment and advisory group. Founded in New Zealand in 1961 and established as a market leader for decades, we expanded our successful operation into Australia in 2020.

Our dedicated team of over 300 professionals includes some of the industry's most experienced and respected leaders. Together, we are committed to being our clients' most trusted partner.

We believe in empowering talented individuals to thrive in a collaborative and dynamic environment. Our team is driven by a passion for excellence, innovation and creating value for our clients.

About Us

We are a leading independent investment and advisory group. Founded in New Zealand in 1961 and established as a market leader for decades, we expanded our successful operation into Australia in 2020.

Our dedicated team of over 300 professionals includes some of the industry's most experienced and respected leaders. Together, we are committed to being our clients' most trusted partner.





We believe in empowering talented individuals to thrive in a collaborative and dynamic workplace. Our team is driven by a passion for excellence, innovation and creating value for our clients.

Description

We're looking for an analyst to join our Emerging Companies Research team – Conducting research and analysis on a range of ASX-listed emerging companies. With a passion for equity markets, you will possess a creative mind and use your initiative to bring curiosity and independent thinking to a highly experienced research team.

Key Responsibilities:

- Build and maintain detailed financial models across a portfolio of covered companies
- Analysis of financial statements
- Prepare valuations and help shape investment recommendations
- Track sector developments, competitor activity and industry data to inform the team’s views
- Contribute to written research, from results notes to in-depth company and thematic pieces
- Support meetings with company management and clients, and help maintain the team’s information sources and databases

In return, we can offer you a great company and team culture within our growing firm, and exciting long-term career prospects.

Skills And Experiences

We are looking for candidates with:

- A strong academic foundation / relevant tertiary qualification in Actuarial, Finance or Accounting disciplines
- 1-4 years’ experience in a relevant role, such as equity research, buy-side consulting or investment banking
- Exceptional proficiency in Excel and advanced financial modelling skills coupled with a strong understanding of corporate accounting principles.
- Experience using LLM/AI tools (e.g. Claude) and Coding experience will be highly regarded.
- A high degree of attention to detail and well-developed report writing skills with the ability to distil in-depth analysis in a clear and concise manner
- Strong communication skills, both written and verbal, enabling the articulation of complex ideas clearly and succinctly

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