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Equities investment analyst

Sydney
Lakehouse Capital
Investment Analyst
Posted: 6 June
Offer description

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We’re looking for an experienced, entrepreneurial equities investment analyst to join our managed funds business.

Lakehouse Capital launched in November 2016 and currently has $650 million in funds under management across two strategies. The Lakehouse Global Growth Fund is focused on growing mid- and large-cap companies listed primarily in developed markets, while the Lakehouse Small Companies Fund is focused on fast-growing small companies listed in Australia and New Zealand.

Lakehouse stands out from other investment managers due to its long-term mindset, differentiated investment process and diverse investor base. We value diversity of all stripes and a healthy work/life balance. The role is Sydney based and compensation will comprise of salary and a potential variable component tied to business and fund-level investment performance.

The ideal candidate will have 5-plus years of personal investing experience and/or 3-plus years of professional investing experience. Investors who have lived, worked, and/or invested outside of Australia will be stronger candidates for this role given our global orientation. Candidates must currently reside in-country and have unrestricted working rights in Australia.

What You’ll Be Doing

* Working closely with the portfolio managers and the investment team to maintain coverage and generate new investment ideas across both strategies
* Meeting with companies, analysts, and brokers. Most meetings take place in Sydney, or over Teams / Zoom, with some infrequent travel expected
* Establishing internal and external thought leadership
* Contributing to content such as investor letters, blog posts, and other media
* Engaging with current and potential investors
* ...and anything else we need to do to bring the best possible long-term returns to our investors

What you need to bring to the table

* Passion for long-term, growth-oriented investing
* Advanced knowledge of financial statements
* Ability to communicate complex ideas simply

Candidates of many stripes will be considered but those who stand out will have one or more of the following traits:

* Relevant buy-side experience in Australian or global equities
* Understanding of business models predicated on intellectual property, extremely loyal customers and/or network effects
* An impressive track record of investing performance
* A time machine

And lastly, we value thoroughness, so if you have read this far, please ensure you include a cover letter with your application and feel free to mention purple tyrannosaurus.


Seniority level

* Seniority level

Mid-Senior level


Employment type

* Employment type

Full-time


Job function

* Job function

Finance and Sales

Referrals increase your chances of interviewing at Lakehouse Capital by 2x

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