Lead Equity Research Analyst (Small Caps) – Global Investment Bank

Platinum Pacific Partners; Sydney; On-site; AUD 120,000 - 190,000; Full time

Job summary

Global Investment Bank in Sydney is seeking a Lead Equity Research Analyst (Small Caps) to headline coverage of Australian small-cap equities. The role includes building financial models, producing research notes, and presenting insights to fund managers and institutional clients.

The ideal candidate has 5–8 years in small-cap research (sell-side or buy-side) and demonstrates strong analytical, modelling, and communication skills with a passion for market dynamics.

Qualifications

• 5-8 years experience as a research associate or lead analyst, or alternatively as an investment analyst within funds management.
• Strong analytical skills and attention to detail.
• Strong understanding of financial modelling and spreadsheet analysis.
• Ability to work under pressure when required.
• Excellent interpersonal and communication skills, both written and verbal.
• High level of commercial awareness.

Responsibilities

• Provide lead coverage of small-cap Australian listed companies and broaden coverage across general industrials.
• Provide stock recommendations based on thorough analysis and financial models.
• Present and market to fund managers, clients, and internal sales teams.
• Develop and maintain research quality and communication with the client base.
• Take ownership of research coverage and contribute to market insights.

Skills

Analytical skills

Communication skills

Financial modelling

Attention to detail

Commercial awareness

Spreadsheet analysis

Job description

Lead Equity Research Analyst (Small Caps) - Global Investment Bank

Lead Equity Research Analyst (Small Caps) - Global Investment Bank - Sydney Based

• Opportunity to join a renowned brand known for its award-winning research
• Experienced and established team
• Global presence

Our client is a leading capital markets and investment group, connecting global institutional investors with market-leading research, liquidity and capital. Renowned for its award-winning equity research and extensive regional network, the Group offers a comprehensive range of financial services spanning institutional equities, asset management, corporate finance, capital markets and wealth management.

We are seeking an up-and-coming Small Cap Equity Research Analyst who will be responsible for providing lead coverage of various small-cap companies within the Australian listed market, with the opportunity to broaden their research coverage across general industrials within the small-cap sector. The analyst will provide stock recommendations based on thorough analysis, financial models, company and industry insights. The analyst must be able to present and market effectively, externally to fund managers and clients and internally to institutional sales and sales traders. The ideal candidate will have a strong understanding of the sector and a passion for investment research and markets in general.

We welcome applicants currently working in small-cap research (sell-side or buy-side) and encourage ambitious research associates with a minimum of 5 years experience who feel they are ready to step up to lead coverage to apply also. We are particularly interested in analysts looking to broaden their sector exposure across general industrials and take greater ownership of research coverage. We are looking for candidates with a passion for the smaller end of the market and its dynamic nature who possess strong analytical and financial modelling skills alongside writing insightful company research.

Requirements

• 5-8 years experience as a research associate or lead analyst, or alternatively as an investment analyst within funds management.
• Strong analytical skills and attention to detail
• Strong understanding of financial modelling and spreadsheet analysis
• Ability to work under pressure when required
• Excellent interpersonal and communication skills, both written and verbal
• High level of commercial awareness