Description

Ready to kickstart your finance career with a firm that lives and breathes research driven investing? This is your chance to step into a high impact role where your analysis shapes real investment decisions and your growth is taken seriously.

We are on the hunt for a sharp minded Investment Analyst who is excited by markets, thrives on data and wants to build deep technical capability. If you are hungry to learn and love turning numbers into insights this role is for you.

Requirements

At Shakespeare Financial Group, we pride ourselves on being more than just a financial services firm. We’re a dynamic, inspired team of professionals working together to deliver exceptional outcomes for our people, our clients, and our community. With expertise across Accounting, Tax & Business Consulting, Financial Advisory, Mortgage Lending, Personal Insurance and Superannuation, we provide total financial solutions under one roof.

What makes us different? Our people. We know our success comes from the talent, dedication, and passion of our team. That’s why we invest in long-term career pathways, professional growth opportunities, and a workplace that’s as fun, social, and supportive as it is rewarding.

What You’ll Be Doing

Dive into company sector and market research to uncover opportunities
Build and enhance financial models in Excel
Analyse financial statements and valuation metrics
Prepare investment insights, research papers, reports and presentations for senior analysts
Monitor macro trends and market shifts
Support portfolio construction rebalancing and performance reporting
Assist with due diligence and risk assessment
Keep data tools and research libraries sharp and up to date
Bring fresh ideas observations and analytical curiosity to the team

What We Are Looking For

Degree in Commerce Business Finance or Economics
CFA Level I completed or in progress(desirable)
Strong understanding of financial markets investment principles and valuation
Confident with Excel based modelling
Analytical mindset with excellent problem-solving capability
Clear communicator both written and verbal
Organised proactive and eager to learn
Bonus for exposure to Python SQL or Power BI
 

Why You’ll Love Working with Us

At Shakes, you’ll enjoy more than just a job - you’ll be part of a community that values you and supports your success. We offer:

Excellent on-the-job learning and career development opportunities
Attractive, competitive salary
A supportive, friendly, and welcoming team environment
Flexible working hours, including WFH one day per week
A vibrant social club with regular events
Wellness activities including bootcamp, cycling and running groups
 

Ready to Join Us?

If you’re excited by the opportunity to grow your career while being part of an energetic, supportive team, we’d love to hear from you.

At Shakes, we celebrate diversity and are committed to creating an inclusive workplace where everyone feels respected and valued.

Please note: Only shortlisted candidates will be contacted.