Investment Analyst (or Senior Analyst) for the Anacacia Global Fund team.
You will work directly with the Global Portfolio Manager to research, analyse, and invest in global small-cap opportunities and have direct exposure to the Managing Director and broader Anacacia team.
Responsibilities
- Research and analyse current global equity opportunities
- Build financial models and valuations including analysing public financial statements
- Engage with company management and industry participants
- Conduct due diligence and support investment decisions
- Contribute to portfolio monitoring and value creation
We Are Looking For
Someone who wants to build a long-term career investing in global small caps and thrives in a collaborative, high-performance environment. You bring:
- Passion for identifying and researching mispriced global stocks
- Experience in funds management (ideally buy-side equities investing or research in small/micro-cap, global context)
- Strong analytical skills with expertise in modelling and valuation to build fact based views
- Excellent academic record and communication skills
- Drive, motivation, and a team-first approach aligned with our investors
What We Offer
- Gain exposure to all aspects of the investment process
- Receive mentorship from a highly experienced senior team (PM currently in NYC while you will work out of the Double Bay, Sydney office)
- Earn a competitive salary + performance-based bonuses (potentially every 6 months)
- Invest alongside our team and share transparently in the investment profits of Anacacia's funds over multiple years to reward performance and tenure with the firm
- Build your career in a friendly, supportive, high-achieving culture
About Us
Anacacia Capital is an award-winning Australian funds management firm that has raised over $800m to back leading small-to-medium enterprises (SMEs) through both private equity and listed equities funds.
- Anacacia Global Fund (est. 2021) manages ~$40m in global small caps
- Anacacia Wattle Fund (est. 2014) invests in Australian/NZ small caps.
- Anacacia Private Equity funds (est. 2007) invest in leading private SMEs across Australia.
We target consistent outperformance and foster a collaborative culture that makes Anacacia a great place to learn, contribute and build your career. The Global Fund exceeded its >10% pa target returns over the past 3 years, including materially beating the MSCI World Small Caps Index in FY25 and has capacity to grow FuM with continued good performance.
How to Apply
Apply via LinkedIn with one combined PDF (one page resume + short cover letter) that addresses the above attributes and answers these five questions:
- Why are you interested in the Global Fund Investment Analyst role at Anacacia Capital?
- If you were part of the team, what stock would you recommend investigating and why? (non-Aus/NZ)
- What is your current and expected remuneration?
- Where do you see yourself in 5–10 years?
- What are your preferred interview times?
Applications that do not follow these guidelines will not proceed.
Additional Information
- You must have the right to work in Australia and speak and write fluent English.
- While the best applicant will get the job, we particularly encourage female applicants to apply.
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Industries: Investment Management
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📌 Investment Analyst - Anacacia Global Fund
🏢 Anacacia Capital
📍 Sydney