Senior Investment Analyst - Equities
Credentials: BCom, BA, MAppFin, CIPM
Debbie has over 17 years’ experience in the financial industry and has over five years as an equity investment analyst, predominantly performing fundamental research on Australian and international equities. She joins U Ethical from UniSuper where she was an investment analyst responsible for consumer stocks research, portfolio management, ESG/climate risk reporting and data maintenance. Prior to this, Debbie worked at JBWere in various equity and fixed income analyst roles, all of which centred on providing investment research and portfolio management service for sophisticated high net worth clients. Debbie will examine securities’ economic, financial and other qualitative and quantitative factors, offering insights and recommendations to the portfolio manager.