About the role
Perennial Value Management Limited is looking for an Equities Analyst to join an investment team that runs a long-only listed equities portfolio. You will report to the Portfolio Manager, and you will research, value and recommend listed companies and advise on buy, sell and hold decisions.
Key responsibilities
Research listed companies, industries and sectors, including market conditions, regulation and company finances
Build and maintain financial models and valuations, and interpret company filings, results, broker research and market data
Monitor holdings, prices, liquidity, risk and market developments against each investment thesis
Write buy, sell and hold recommendations and position-sizing inputs, and present them at investment meetings
Meet company management and investor relations teams, and contribute market and holdings commentary to client and investment reporting
Skills and experience
Bachelor degree or higher in finance, commerce, economics, accounting or a quantitative discipline
At least 1 year of full time (or equivalent) experience in equities research, investment analysis or financial markets
Solid skills in financial statement analysis, Excel modelling and valuation (DCF and multiples)
Working knowledge of equity markets and market data platforms
Clear written and spoken communication of investment views
Ability to meet the training and competency standards required of staff at an AFS-licensed firm
Position details
Full time, 37.5 hours per week, Monday to Friday, based in our Sydney CBD office. Competitive remuneration.