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oltheriqonix

Professional Financial Analysis

Build Your Future in Finance

Join our team of analytical minds dedicated to advancing investment research and financial analysis across Australian markets. We're looking for curious professionals ready to shape the future of financial decision-making.

Senior Financial Analyst

Investment Analysis Division

Lead complex investment analysis and strategic portfolio recommendations for institutional clients. You'll work with sophisticated financial models and collaborate with senior investment professionals to guide major allocation decisions worth millions in client assets.

Essential Requirements

  • CFA Level II completion or equivalent professional qualification
  • 5+ years experience in institutional investment analysis
  • Advanced proficiency with Bloomberg Terminal and FactSet
  • Demonstrated expertise in equity valuation models
  • Strong quantitative analysis background with Python or R
  • Experience presenting to investment committees

Your Typical Day

Morning starts with market review and overnight developments analysis. You'll spend time building DCF models for potential investments, then collaborate with the research team on sector rotation strategies. Afternoons often involve client calls discussing portfolio positioning, followed by preparing detailed investment memos for committee review.
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Investment Research Associate

Market Research Team

Support research initiatives and contribute to comprehensive market analysis across diverse asset classes. This role offers direct exposure to institutional-grade research while building foundational skills in financial modeling and industry analysis.

Essential Requirements

  • Bachelor's degree in Finance, Economics, or related field
  • 2-4 years experience in financial services or research
  • Strong Excel modeling skills with VBA knowledge preferred
  • Understanding of fundamental analysis principles
  • Excellent written communication for research reports
  • Detail-oriented approach to data analysis and verification

Your Typical Day

You'll start by updating research databases and screening for earnings announcements. Mid-morning involves building comparative analysis spreadsheets and industry peer group comparisons. Lunch often includes research calls with company management teams. Afternoons are spent drafting research notes and supporting senior analysts with model updates and sector deep-dives.
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Portfolio Strategy Specialist

Strategic Advisory

Design comprehensive portfolio strategies and risk management frameworks for diverse client portfolios. You'll work directly with high-net-worth individuals and institutional clients to create customized allocation strategies aligned with their specific objectives and risk tolerance.

Essential Requirements

  • CFA charterholder or progress toward completion
  • 4+ years in portfolio management or strategic advisory
  • Experience with alternative investment strategies
  • Strong understanding of risk measurement and attribution
  • Client-facing experience with presentation skills
  • Knowledge of Australian regulatory requirements

Your Typical Day

Early morning involves reviewing overnight portfolio performance and global market movements. You'll spend time analyzing asset allocation efficiency using risk-return optimization tools. Client meetings dominate mid-day, where you present strategic recommendations and discuss portfolio rebalancing. Late afternoon focuses on documenting investment rationale and preparing quarterly strategy updates.
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Meet Our Team

Cordelia Blackthorne, Senior Portfolio Manager

Cordelia Blackthorne

Senior Portfolio Manager

"What drew me to oltheriqonix was the opportunity to work with genuinely sophisticated investment strategies. Every day presents new analytical challenges that push me to think differently about market dynamics."

Cordelia joined our team in 2022 after spending six years at a boutique asset management firm. She leads our alternative investment research and has developed several proprietary screening methodologies that our clients rely on for enhanced portfolio construction. Her background in behavioral finance brings a unique perspective to traditional quantitative approaches.

Professional Development Paths

Technical Skills Advancement

Enhance your analytical capabilities through structured learning programs and hands-on experience with institutional-grade tools and methodologies.

  • Bloomberg certification programs
  • Advanced financial modeling workshops
  • Alternative data analysis training
  • Risk management certification support

Leadership Development

Build management and strategic thinking skills through mentorship programs and progressive responsibility increases within our team structure.

  • Cross-functional project leadership
  • Client relationship management training
  • Investment committee participation
  • Team management skill development

Industry Expertise Building

Develop specialized knowledge in specific sectors or investment strategies that align with your interests and our business development goals.

  • Sector specialization opportunities
  • ESG and sustainable investing focus
  • International market exposure
  • Fintech and innovation research

Ready to Advance Your Career?

We're actively seeking talented professionals who want to contribute to meaningful investment research and client advisory work. Our next hiring cycle begins in mid-2025.

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