Global Equities Financials Analyst

About Generate KiwiSaver Scheme

Generate KiwiSaver Scheme is a proud New Zealand-owned, award-winning KiwiSaver and wealth management firm committed to educating and empowering customers to make informed financial decisions. Our focus is on delivering robust long-term performance, helping Kiwis build their wealth for a better retirement outcome. As a purpose-driven organization, we foster a culture of collaboration and initiative-taking that positively impacts our business, community, and members.

Role Overview

The Global Equities Financials Analyst undertakes rigorous fundamental research and analysis of the global financial services sector, which includes banks, insurers, asset managers, exchanges, and other related institutions. The successful candidate will provide investment advice to the Global Equities team, contribute to company and sector research, track current holdings, identify new investment opportunities, and assist with Investment Committee preparations. Clear communication of Generate's investment perspectives to advisers, staff, and stakeholders is also a key responsibility.

Key Responsibilities

• Perform comprehensive fundamental research on global financial services firms to uncover investment prospects.
• Formulate investment theses and recommendations by analyzing financial statements, business models, valuations, earnings, capital structures, and sector risks.
• Continuously monitor portfolio companies, market developments, and trends that could influence investment positions.
• Deliver evidence-backed investment recommendations and insights to the Global Equities team.
• Assist the broader Investment Team with research, idea generation, portfolio review, and preparation of Investment Committee documents.
• Stay informed on global equity markets, financial sector trends, and macroeconomic changes relevant to Generate's investment portfolios.
• Effectively communicate investment insights through updates, commentary, newsletters, and other channels.
• Build and maintain strong cross-business relationships and respond promptly to investment-related inquiries.
• Enhance investment research processes and tools, including leveraging AI and digital resources appropriately.
• Maintain stringent standards in accuracy, governance, risk management, confidentiality, and professional ethics.

Candidate Profile

• Possesses relevant tertiary qualifications or investment certifications such as CFA.
• Has 5 to 7+ years of experience in financial markets, investment management, equity research, or related areas.
• Preferably has experience covering global equities with a focus on financial services sectors.
• Demonstrates a robust understanding of active investment management and the importance of fundamental research.
• Proven ability to analyze companies and sectors thoroughly and produce clear, evidence-based investment opinions.
• Strong analytical skills, including financial statement and business analysis, and sound investment judgment.
• Effective verbal and written communication skills to convey complex investment concepts confidently.
• Detail-oriented with a track record of delivering high-quality, accurate work within tight deadlines and pressure situations.
• Self-driven, inquisitive, and capable of working both autonomously and collaboratively.

Benefits and Culture

The company's culture is distinguished by its high standards, supportive work environment, and emphasis on employee well-being and recognition. Benefits include:

• Opportunities for ongoing professional growth in a rewarding role.
• Competitive base salary complemented by a bonus structure.
• Comprehensive benefits, such as health insurance, discounted gym membership, extra KiwiSaver contributions, and various corporate perks.
• An active Health & Wellbeing Committee organizing a full range of events and initiatives.
• Continuous training and development support.
• A centrally located, comfortable office in Auckland CBD.

Application Process

Applicants are encouraged to submit a CV and a cover letter detailing their interest in and suitability for this position as soon as possible. Early applications are advised because the review of candidates will commence prior to the official closing date.