Equity Analyst – Global Equities
About Booster
At Booster, we're committed to helping New Zealanders invest for their future. You'll join a collaborative and supportive team that values initiative, continuous improvement, and innovative thinking. We encourage our people to challenge conventional thinking, embrace new technology, and make a meaningful contribution to how we invest and deliver outcomes for our clients.
This role is designed for someone with strong professional analytical experience who can contribute meaningfully to equity research and portfolio decision-making. That experience may have been developed within investments or through another rigorous quantitative or research-focused field, supported by a demonstrated interest in financial markets.
About the Role
Reporting to the Senior Portfolio Manager - Global Equities, you'll play an important role in supporting Booster's global equity strategies. Working closely with the wider investment team, you'll contribute to equity research, portfolio monitoring, external manager due diligence, performance reporting, and investment governance activities.
This role offers a unique opportunity to combine rigorous analysis with practical portfolio management, helping to drive high-quality investment outcomes for our clients. It is suited to someone who is intellectually curious, highly analytical and passionate about global financial markets.
What You'll Be Doing
- Conducting equity research across global markets, sectors, and individual companies to support investment decision-making.
- Analysing market trends, economic developments, and investment themes to help identify opportunities and risks.
- Supporting the ongoing development and enhancement of alpha generation and research processes.
- Assisting with portfolio construction, implementation, monitoring, and risk management activities.
- Supporting the management of core index portfolios, including portfolio rebalancing and implementation.
- Conducting due diligence and research on external fund managers and investment strategies.
- Preparing performance reports, attribution analysis, portfolio commentary, and Investment Committee papers.
- Maintaining and improving portfolio monitoring, risk analysis, and reporting tools.
- Collaborating with internal stakeholders to communicate portfolio strategies, market insights, and investment themes.
- Leveraging technology, data analytics, and AI-enabled tools to improve research quality, efficiency, and investment processes.
What We're Looking For
This is an experienced professional role rather than a graduate or entry-level position. We are open to candidates who have developed relevant capability through professional investment experience or through another rigorous analytical, quantitative or research-focused career.
Essential experience and capabilities
- At least three years’ professional experience in equity research, investment analysis, funds management or another analytically demanding field such as engineering, physics, mathematics, quantitative research or data science.
- A demonstrated interest in investing and the ability to apply evidence-based research to listed companies, sectors, markets or investment questions.
- Strong quantitative, analytical and problem-solving skills, including experience evaluating complex information and forming defensible conclusions.
- Strong financial modelling or comparable analytical-modelling capability, including experience working with large datasets.
- Advanced Excel skills, including building robust and auditable analytical models.
- The ability to communicate complex conclusions clearly, both verbally and in writing.
- A relevant tertiary qualification.
Desirable capabilities
- Direct professional experience researching listed securities, sectors or markets to support investment decisions.
- A practical understanding of equity markets, portfolio construction and investment risk.
- Experience with Bloomberg, FactSet, Morningstar, MSCI, LSEG Workspace or comparable investment platforms.
- Working knowledge of Python, R or SQL, or demonstrated capability to develop these skills.
- Exposure to portfolio implementation, index portfolios, investment attribution or external manager research.
- Understanding of responsible investment principles and their application to portfolio construction.