As a full-time Investment Analyst in the Victor Smorgon Group Equities team, you will work closely with the investment professionals to support both bottom-up stock research and top-down thematic analysis across multiple sectors and geographies, with a primary focus on the Victor Smorgon Group’s Global Multi-Strategy Fund.

You will be directly involved in real-world portfolio management and responsible for delivering actionable investment insights that contribute to capital allocation decisions in public markets.

KEY RESPONSIBILITIES

• Conduct fundamental analysis of public companies using financial statements, earnings calls, industry reports, and direct industry engagements.

• Build and maintain robust financial models (DCF, comparable company, SOTP, etc.) to support investment cases.

• Draft investment memos, risk assessments, and competitive landscape analyses to inform portfolio decisions.

• Monitor and interpret macroeconomic trends and assess their implications for global sectors and portfolio holdings.

• Actively participate in team investment meetings, contributing to thesis development, risk debates, and idea generation.

• Develop and maintain data sets and visualizations to support quantitative research and thematic initiatives.

• Engage in ongoing portfolio review processes, assisting with performance attribution and risk management inputs.

REQUIRED SKILLS, KNOWLEDGE/EXPERIENCE

Required:

• Tertiary qualification in Finance, Economics, Accounting, Business, or a related discipline.

• Demonstrated analytical and problem-solving capability.

• Strong grounding in financial modelling, valuation methodologies, and accounting principles.

• Proficiency in Microsoft Excel and general data handling.

• Excellent written and verbal communication skills.

• Highly motivated self-starter with intellectual curiosity and a strong sense of ownership.

• Work experience in funds management, investment banking, equity research, or a related financial services role.

Preferred:

• Passion for equity markets and a deep interest in global investing.

• Familiarity with global macroeconomics, sector dynamics, and financial market structures.

WHAT YOU WILL GAIN: 

• Exposure to institutional-grade equity research and dynamic portfolio construction.

• Mentorship from experienced investors in a collaborative, high-performance environment.

• Responsibility for supporting and advancing real investment ideas with portfolio impact.

• Career development in a well-capitalised, performance-oriented investment firm.