Equities Research Analyst

Keegan Adams Recruitment; Melbourne; On-site; AUD 150,000 - 210,000; Full time

Job summary

Keegan Adams Recruitment represents an established equities fund manager seeking an Equities Research Analyst to conduct fundamental stock research across Australian and global mid-to-large-cap equities.

The role involves building financial models, evaluating companies, and presenting evidence-based investment ideas to Portfolio Managers, with a hands-on, bottom-up research focus in Melbourne.

Qualifications

• Minimum 5 years' experience in investment banking, sell-side equity research, funds management or management consulting.
• Vice President level or equivalent seniority, with experience at a reputable institution.
• ATAR of 95+ or equivalent academic achievement, supported by a strong record.
• Advanced financial modelling, company valuation and analytical capabilities.
• Demonstrated ability to undertake detailed company research and develop investment recommendations.

Responsibilities

• Conduct in-depth fundamental research on Australian and global listed equities.
• Screen markets to identify undervalued stocks and high-conviction opportunities.
• Analyze company financial statements, earnings, cash flows, balances sheets and valuation metrics.
• Build detailed financial models, earnings forecasts and valuations.
• Develop and present evidence-based stock recommendations to Portfolio Managers.
• Monitor company announcements, financial results and portfolio holdings.
• Identify catalysts, downside risks and alpha generation opportunities.

Skills

Investment analysis

Financial modelling

Stock research

Critical thinking

Presentation to PMs

Education

ATAR 95+

Tools

Excel

Job description

Equities Research Analyst | Australian & Global Equities

• Fundamental stock research across Australian and global mid-to-large-cap equities
• High-conviction stock selection focused on generating alpha
• Strict experience, seniority and academic requirements apply

Before You Apply – Please Read the Essential Criteria

This is a highly selective opportunity with an established equities fund manager. We ask that all applicants carefully review the requirements below before submitting an application.

To be considered, you must meet ALL of the following criteria:

• Minimum 5 years' experience in investment banking, sell-side equity research, funds management or management consulting.
• Vice President level or equivalent seniority, with experience gained at a reputable investment bank, fund manager or leading consulting firm.
• ATAR of 95+ or equivalent academic achievement, supported by a strong tertiary academic record.
• Advanced financial modelling, company valuation and analytical capabilities coupled with exposure to global & Australian markets.
• Demonstrated ability to undertake detailed company research, critically evaluate businesses and develop well-supported investment recommendations.

Important: Candidates from equity research or funds management must also demonstrate a consistent, verifiable track record of generating alpha through successful stock recommendations and investment outcomes.

These criteria are mandatory, not preferred. Applications that do not meet the requirements will not be progressed.

Our Client

Our client is an established equities fund manager investing across Australian and global markets. With a disciplined, fundamental research-led investment philosophy, the business is seeking an exceptional Research Analyst to identify compelling investment opportunities and contribute directly to portfolio performance.

The Role

Working closely with Portfolio Managers, you will be responsible for researching, analysing and evaluating individual stocks across Australian and global mid-to-large-cap equity markets.

This is a hands‑on, bottom‑up equity research position requiring detailed analysis of listed companies, their financial performance, competitive positioning, intrinsic value and potential to deliver investment returns.

Key responsibilities include

• Conducting in-depth fundamental research on Australian and global listed equities.
• Screening markets to identify undervalued stocks and high-conviction investment opportunities.
• Analysing company financial statements, earnings, cash flows, balance sheets and valuation metrics.
• Building detailed financial models, earnings forecasts and company valuations.
• Assessing business models, management quality, competitive advantages and industry dynamics.
• Developing and presenting evidence-based stock recommendations to Portfolio Managers.
• Monitoring company announcements, financial results and portfolio holdings.
• Identifying investment catalysts, downside risks and opportunities to generate alpha.

What We're Looking For

Beyond the mandatory criteria, the successful candidate will demonstrate exceptional intellectual curiosity, commercial judgement and a genuine passion for researching individual companies and understanding what drives stock performance.

You will be comfortable challenging assumptions, defending investment recommendations and translating complex financial analysis into clear, actionable investment ideas.

What's on Offer?

• Direct exposure to Australian and global equity markets.
• Genuine involvement in stock selection and portfolio investment decisions.
• Opportunity to work alongside experienced Portfolio Managers.
• A high-performance investment environment focused on research quality and results.
• Long-term career development within an established fund manager.

If you meet the above criteria and have the analytical capability, investment judgement and passion for fundamental stock research required for this opportunity, we welcome your application.

For a confidential discussion, contact me via email: ***email_hidden*** or reach out over LinkedIn.