Coolabah Capital Investments (CCI) is a global fixed-income firm managing over USD $8 billion of funds under management. CCI focuses on generating alpha from long and short security-specific investments. This is facilitated through quantitative proprietary modelling combined with credit research. The team includes 45+ talented, full-time staff located in Sydney, Melbourne and London. The firm is embarking on its US growth plan, opening up the US Office in 2024.
About the role
The role is a buy-side investment analyst position reporting to the Head of Credit Research in Melbourne, Australia, with key responsibilities including:
Participation in the investment process including conducting deep dive financial analysis, detailed review of industry dynamics, financial statements and other listed company disclosures;
Providing independent views on the fundamental creditworthiness of issuers and instruments to portfolio managers - whether to avoid endogenous credit risk or in identifying fundamental credit opportunities;
Production of thorough written research reports and detailed financial models concluding with investment recommendations on new and existing investments;
Direct involvement in meetings and conference calls with the management of listed and unlisted companies; and
Monitoring ESG developments - identifying portfolio risks and opportunities. Provide support to the wider firm regarding ESG related processes and policy changes to develop, implement and continually monitor appropriate corporate governance standards.
Benefits and perks
It is expected a market-competitive contract will be agreed with the opportunity to participate in the bonus pool, including equity participation over time.
The work will be demanding and also highly rewarding with the right candidate able to assume significant responsibilities and contribute directly to portfolio performance.
Skills and experience
We are considering highly motivated candidates with approximately 5-7 years' analyst experience within credit research/ratings agency, investment banking, management consulting, funds management and/or major accounting firms. The ideal candidate is looking to make a long-term commitment to their next position in the financial markets and possess the following attributes:
Team player;
Excellent time-management skills;
Excellent written and oral communication skills allowing the candidate to succinctly convey their views;
Advanced financial modelling skills;
Solid financial analysis skills and understanding of accounting principles;
Strong interest in domestic and global financial markets;
Exceptional attention to detail;
Ability to work autonomously and as part of a team;
High-intensity work ethic and willingness to work outside normal hours;
Track record of high academic achievement;
High levels of honesty/reliability/dependability;
A keen interest in improving the governance, transparency, and sustainability in individual companies and investment markets more broadly;
Industry specific qualifications such as CFA, CA, etc. desirable; and