AddressThe role of the Portfolio Analyst - Australian Equities is primarily to support the Australian Investment team in the management of multi-asset, multi-billion-dollar mandates, via research and analysis across ASX 200 companies and by assisting in trade construction and performance reporting.
You will participate in investment analysis and research, with a focus on determining opportunities in ASX 200 companies. You will provide insights and if appropriate, recommendations with respect to portfolio construction. You will also collaborate with and provide support to your colleagues in the investment team and across the wider business on investment-related queries, compliance matters and ad-hoc tasks. You will incorporate and integrate ESG considerations in your research and analysis.
Your future colleagues
The Portfolio Management team sits within Credit Suisse Wealth Management and manages portfolios on a discretionary basis for private clients, including High and Ultra-High Net-Worth Individuals, not for profits and small to medium institutions. Our Portfolio Management services combine local expertise with our access to global research, global products and global expertise to deliver quality wealth management solutions. Our portfolios are backed by a structured advisory process which develops an understanding of client needs and risk profile to develop investable portfolio solutions.
The department values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our global cultural values.
The successful candidate will have knowledge and expertise of financial market concepts and financial market securities, and a solid understanding of the drivers of equity markets. Additionally, you will have the following attributes:
- Minimum 2 years experience in research and analysis of ASX 200 companies at a fund manager, research house, investment bank or similar employer
- University degree in finance, economics, econometrics, maths, or related discipline
- Experience and knowledge on ESG integration in equity portfolios highly desirable
- Ability to collaborate with internal stakeholders across a number of different teams, as well as work independently
- Ability to thrive in a high-pressure environment and prioritise various tasks
- High levels of initiative, strong willingness to collaborate and assist the investment team in delivering the highest possible levels of standards to clients
- Excellent written and oral communication skills
- Strong attention to detail and analytical skills
- Advanced quantitative ability
- Genuine interest and curiosity in financial markets and portfolio management
