Equity Research Associate – Diversified Financials (Australia)

Jefferies Financial Group Inc.

Sydney

On-site

AUD 90,000 - 130,000

Full time

11 days ago

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Job summary

Jefferies in Sydney seeks an Equity Research Associate/Senior Associate to support the Diversified Financials coverage of Australian financial services. You will build and maintain financial models, analyse earnings, and develop investment ideas while engaging with management teams and clients.

The role emphasizes rigorous research, data-driven insights, and collaboration with regional and global teams in a fast-paced market environment.

Qualifications

Minimum 1 year of relevant experience in sell-side or buy-side equity research, investment banking, asset management, consulting, or a related financial services role.
Experience covering diversified financials, financial services, business services, fintech, or broader financial institutions sectors is preferred.
Strong attention to detail and a demonstrated ability to maintain high standards of accuracy and quality while managing multiple priorities.
Advanced financial modelling, accounting, and valuation skills, with the ability to analyse business performance, competitive positioning, and industry dynamics.
Strong analytical, critical thinking, and problem-solving capabilities.
Excellent written and verbal communication skills, including the ability to articulate complex investment ideas clearly and concisely.
Self-motivated, collaborative team player with intellectual curiosity, sound commercial judgement, and a strong interest in financial markets and equity investing.
Bachelor's degree in Finance, Economics, Accounting, Commerce, or a related discipline; CFA progress or qualification is advantageous.

Responsibilities

Support the team's coverage of Australian diversified financials companies, including insurers, wealth managers, asset managers, exchanges, payments companies, non-bank lenders, financial technology businesses, and other financial services firms.
Maintain and enhance company financial models, sector databases, and valuation frameworks.
Analyse company financial statements, earnings releases, regulatory filings, and industry data.
Monitor company announcements, market developments, regulatory changes, and macroeconomic trends.
Conduct fundamental research on listed companies, including financial analysis, earnings forecasting, valuation, and investment recommendation development.
Draft timely company updates, earnings reviews, industry reports, and thematic research pieces.
Participate in meetings with company management teams, industry experts, and institutional investors.
Contribute to franchise-building initiatives through thematic projects, client marketing activities, and collaboration with regional and global research teams.
Respond promptly to client requests for data, analysis, financial models, and bespoke research.