Key points we found
- Provide investment insights and recommendations based on financial analysis.
- Conduct detailed financial analysis and valuation of ASX-listed companies.
- Prepare and present investment recommendations supported by financial modelling.
About our company:
Shares in Value Pty Ltd is a specialised investment research and advisory firm focused on delivering high-quality, data-driven insights on ASX-listed companies, with a strong emphasis on small-cap and mining sector investments. The firm supports investors through detailed financial analysis, valuation modelling, and strategic investment recommendations. With continued growth in our research and advisory services, we are seeking a skilled Equity Research Analyst to join our Sydney-based team.
Salary Range: $90,000 to $100,000 plus superannuation (depending upon experience & skills)
Role: Full time
Location: Sydney, NSW 2000
Main responsibilities
- Provide investment insights and general recommendations based on financial analysis, market conditions, and research findings.
- Conduct detailed financial analysis and valuation of ASX-listed companies using methodologies such as DCF, NAV, and comparable company analysis.
- Prepare and present investment recommendations, including buy/hold/sell strategies supported by robust financial modelling and research.
- Perform due diligence on investment opportunities, including assessment of financial performance, capital structure, and macroeconomic factors.
- Monitor market trends, commodity prices, and economic indicators to inform investment strategies and portfolio positioning.
- Engage with corporate clients, management teams, and investors through meetings, presentations, and roadshows.
- Support capital raising activities by analyzing funding structures, preparing investment materials, and assessing impacts on valuation.
- Develop and maintain financial models, forecasts, and investment reports to support decision-making.
- Communicate complex financial information clearly to clients and stakeholders.
- Ensure compliance with financial regulations, ethical standards, and internal advisory frameworks.
Qualifications & Skills
- Master of Commerce (Finance) or equivalent qualification.
- Minimum 2–3 years of relevant experience in investment analysis, equity research, or financial advisory roles.
- CFA Level 2 cleared and progressing toward CFA Level 3 (desirable).
- Demonstrated experience in financial modelling, including DCF, NAV, M&A modelling, and comparable company analysis.
- Strong understanding of financial markets, portfolio management, and investment strategies.
- Proficiency in financial tools and platforms such as Bloomberg Terminal, Refinitiv Eikon, and S&P Capital IQ.
- Strong analytical thinking, communication, and stakeholder engagement skills.
Only shortlisted candidates will be contacted. Australian Citizens/ Permanent Residents preferred.
Application Questions
Please answer the following when submitting your application:
- Do you have full Australian working rights?
- How many years of experience do you have in investment analysis or financial advisory roles?
- Do you hold a master’s degree in finance or a related discipline?
- Have you completed or are you pursuing the CFA program?
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