Financial Research Assistant / Research Assistant (Finance)
- Source: LinkedIn
- Stoic Wisdom
- Remote
- State of New South Wales, Australia
- Full-Time
- Mid level
Job Description
📍 Entry-Level / Junior Opportunity
🏢 Full-Time Finance & Research Department 🌍 Investment Research Financial Analysis Market Intelligence FunctionThe Financial Research Assistant role is designed for individuals who are interested in financial markets, investment analysis, and economic research. This position focuses on supporting analysts and research teams in collecting, analyzing, and interpreting financial data to support investment decisions and strategic financial planning.
You will be exposed to equity research, macroeconomic analysis, company financial statements, and market trends, gaining hands-on experience in how financial professionals evaluate investment opportunities and assess market conditions.
This role provides a strong foundation for careers in investment banking, equity research, asset management, corporate finance, and financial consulting.
🎯 ROLE OBJECTIVE
📌 Support financial and investment research activities
📌 Collect and analyze company financial data and market information
📌 Assist in valuation models and investment analysis
📌 Monitor market trends, economic indicators, and industry developments
📌 Prepare research summaries and financial reports
📌 Support decision-making for analysts and investment teams
🧩 CORE RESPONSIBILITIES📈 Financial Research & Market Analysis
📊 Analyze financial statements (income statement, balance sheet, cash flow)
📉 Track stock performance, market trends, and sector movements
🧠 Support equity research and investment analysis
📌 Evaluate company fundamentals and financial health
🌍 Monitor macroeconomic indicators and financial news
🏢 Company & Industry Research
📊 Research listed companies and industry competitors
📉 Compare financial performance across peers
📈 Identify growth trends, risks, and opportunities
🧠 Assist in sector analysis and investment themes
📌 Compile company profiles and research briefs
🧮 Financial Modeling Support
📊 Assist in building Excel-based financial models
📈 Support valuation methods (DCF, comparables, ratios)
🧠 Help forecast revenue, earnings, and cash flows
📌 Organize financial datasets for modeling purposes
📂 Validate assumptions and input accuracy
📑 Reporting & Documentation
📊 Prepare research summaries and investment notes
📈 Create charts, tables, and presentation materials
🧠 Summarize key financial insights for senior analysts
📌 Maintain structured research documentation
📊 Assist in writing investment memos
🔍 Market Monitoring & Intelligence
📉 Track daily market movements and stock updates
🌍 Follow economic news, central bank updates, and policies
📊 Monitor earnings reports and corporate announcements
🧠 Identify investment risks and market opportunities
📌 Provide regular research updates to teams
🤝 Team Collaboration & Support
👨💼 Work with financial analysts and investment professionals
📊 Support ongoing research projects and analysis tasks
📌 Assist in preparing client or internal presentations
🧠 Participate in research discussions and reviews
📈 Contribute to improving research processes
🧠 IDEAL CANDIDATE PROFILE✔ Analytical Skills
🧠 Strong numerical and analytical thinking
📊 High attention to detail and accuracy
📉 Ability to interpret financial data
📈 Interest in markets, investing, and economics
💡 Logical and structured thinking mindset
✔ Technical Skills
📊 Strong Excel skills (formulas, charts, pivot tables)
🧮 Basic understanding of financial statements
📈 Familiarity with valuation concepts (advantage)
📂 Ability to organize and analyze datasets
🧠 Basic knowledge of accounting principles
✔ Bonus Skills
🐍 Python for financial analysis
📊 Bloomberg / Reuters / financial databases exposure
📈 Power BI / Tableau
💹 Understanding of investment concepts
📉 Basic econometrics or statistics knowledge
🎓 EDUCATION REQUIREMENTS
🎓 Bachelor’s Degree in:
Finance Economics Accounting Business Mathematics Statistics Investment Related Fields📌 Fresh graduates are encouraged to apply
📌 Internship or research experience is an advantage
📌 Strong academic performance in finance or quantitative subjects preferred
🚀 CAREER PROGRESSION
📊 Financial Research Assistant
⬇
📈 Equity Research Analyst / Financial Analyst
⬇
📊 Senior Analyst
⬇
🏦 Investment Analyst / Portfolio Analyst
⬇
💼 Portfolio Manager / Investm…
Skills
- Python
- power-bi
- Tableau
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