Position Description
We are looking for an Insurance and Diversified Financial Research Analyst who will be responsible for providing lead coverage of the Insurance, Insurance Brokers and Diversified Financial stocks within the Australian listed market. 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.
Key Areas of Responsibilities
Provide proactive and differentiated research on Insurance and Diversified Financials.
Develop financial models & valuation databases for all stocks under primary coverage.
Respond to market news, earnings releases, corporate developments and other market-moving information when necessary and in a proactive manner.
Develop and maintain key client relationships.
Actively engage with clients and the relevant sales team members to communicate ideas to ensure maximum exposure/return from the time invested in producing the report.
Maintain sound working relationships with corporates, clients and government/industry organizations.
Requirements
Bachelor degree or above in business related discipline, preferably with finance, insurance and/or accounting specialisation.
3-8 years’ experience as a research associate/analyst or alternatively funds management, insurance, investment banking or finance/accounting background would be an adavatage.
Strong analytical skills.
Strong understanding of financial modelling.
Strong excel/ spreadsheet skills.
Attention to detail.
Ability to work under pressure when required.
Excellent interpersonal sensitivity.
High sense of commercial awareness.
Excellent communication, relationship and management skills to both internal and external clients.
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CLSA Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.
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Pay Growth & Progression — Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
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Healthcare Strength — Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
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Retirement Support — Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.
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What We Do
CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com
