Home Jobs Shareholder Analyst
Back to Jobs

Shareholder Analyst - Job Opportunity at FIRST Advisers Pty Ltd

Sydney, Australia
Full-time
Mid-level
Posted: March 4, 2025
On-site
AUD 76,000 per year

Benefits

Superannuation Guarantee
Professional Development Opportunities
Strategic Market Exposure
Client-Facing Role Development

Key Responsibilities

Lead shareholder engagement and beneficial ownership analysis for client portfolios
Develop and price new financial products and services
Conduct comprehensive financial analysis and reporting across multiple sectors
Execute proxy solicitation campaigns for corporate transactions
Maintain and optimize strategic investor relations databases
Provide expert counsel on business methodologies and investor insights
Support senior advisory teams in strategic decision-making

Requirements

Education

Master's degree in Commerce with Finance specialization

Experience

3 years in similar role

Required Skills

Advanced Microsoft Excel Financial reporting Data analysis Proxy solicitation Shareholder intelligence gathering ASIC regulatory knowledge 672 Disclosures Process Business intelligence Client relationship management Communication skills Organizational skills
Advertisement
Ad Space

Sauge AI Market Intelligence

Industry Trends

Increasing focus on ESG and shareholder activism driving demand for sophisticated analytical capabilities in the investor relations space Growing importance of data-driven decision making in shareholder engagement and corporate governance Rising regulatory scrutiny requiring enhanced compliance and disclosure capabilities Technology integration transforming traditional shareholder analysis and engagement methods

Salary Evaluation

The offered salary of AUD 76,000 is slightly below market average for similar roles in Sydney, where comparable positions typically range from AUD 85,000 to 110,000, suggesting room for growth based on performance

Role Significance

Likely part of a specialized team of 3-5 analysts supporting senior advisors
Mid-level position with significant client interaction and strategic input opportunities

Key Projects

Corporate transaction support including mergers and acquisitions Shareholder activism response strategies Investor relations program development Corporate governance advisory services

Success Factors

Strong analytical capabilities combined with strategic thinking Excellent understanding of financial markets and corporate governance Ability to translate complex data into actionable insights Strong client relationship management skills

Market Demand

High demand with stable growth trajectory due to increasing complexity in shareholder relations and corporate governance requirements

Important Skills

Critical Skills

Advanced financial analysis and modeling capabilities are essential for providing strategic insights Strong understanding of corporate governance and regulatory requirements Excellence in data analysis and interpretation for actionable recommendations

Beneficial Skills

Knowledge of ESG frameworks and reporting Programming skills for data analysis automation Understanding of blockchain and digital asset implications for shareholder services

Unique Aspects

Integration of traditional shareholder analysis with modern data analytics
Focus on small to mid-cap companies provides broader exposure
Direct involvement in strategic corporate transactions
Combination of technical analysis and client advisory roles

Career Growth

2-3 years in role with demonstrated success before advancement opportunities

Potential Next Roles

Senior Shareholder Analyst Investor Relations Manager Corporate Advisory Specialist Governance Consulting Lead

Company Overview

FIRST Advisers Pty Ltd

FIRST Advisers is a specialized financial services firm focusing on investor relations and corporate advisory services

Established player in the Australian market with strong reputation in mid-cap segment
Primarily focused on Australian market with potential for regional expansion
Professional services environment with emphasis on client service and analytical excellence
Advertisement
Ad Space
Apply Now

Data Sources & Analysis Information

Job Listings Data

The job listings displayed on this platform are sourced through BrightData's comprehensive API, ensuring up-to-date and accurate job market information.

Sauge AI Market Intelligence

Our advanced AI system analyzes each job listing to provide valuable insights including:

  • Industry trends and market dynamics
  • Salary estimates and market demand analysis
  • Role significance and career growth potential
  • Critical success factors and key skills
  • Unique aspects of each position

This integration of reliable job data with AI-powered analysis helps provide you with comprehensive insights for making informed career decisions.