Your Role
Your Responsibilities
Create the house view
- Use your understanding of the global equity environment to construct and deliver global equity views across regions, sectors, and key investment themes;
- Develop a medium-term market view across the equity space and communicate this to internal and external stakeholders as a senior member of the investment team;
- Identify market changes which can be leveraged directly by Crestone's investment team and support the facilitation of this via the preparation of asset allocation analyses and recommendations to the Investment Committee.
Manage single stock recommendations
- Analyse the investment recommendations of our research partners and articulate these with Client Advisors and Crestone's clients;
- Manage domestic and global equity recommended lists that align with client circumstances and deliver rationale;
- Maintain active internal communication to ensure Client advisors are readily updated on equity research, views, and relevant news;
- Engage with client advisors and clients as appropriate to communicate the Crestone house on equities and how to position equity portfolio’s appropriately;
- Work with risk management to ensure that allocations are within investment guidelines and constraints;
Build the knowledge base
- Leverage knowledge within the Crestone investment team and in other areas of specialist expertise within the firm to generate thought leadership content;
- Attending industry conferences to obtain knowledge to share with broader IPS team;
- Collaborate with other IPS functions to maximise client investment opportunities. For example, leverage opportunities, contributing to model portfolios, contributing to weekly Investment Meetings with trade ideas.
Your skills & experience
Your qualifications
- Degree qualified in Finance, Maths or Business;
- RG146 accreditation, or willingness to complete
Your skills and experience
- 1-3 years of experience in financial markets, likely equities related in a sales, research, or portfolio management capacity.
- Recent university graduates with a passion for financial markets will be considered
- Knowledge of Australian and/or international equities
- Experience in sales, client contact or communications role;
- Ability to digest and communicate equity research to a broad audience quickly and accurately.
- Confident presentation style and the ability to communicate ideas clearly.
- Very strong Microsoft Excel skills.
- Customer service orientation.
