OverviewLonsec Research & Ratings - Graduate Investment AnalystAre you passionate about financial markets and investment research?
We're seeking a dynamic and motivated Associate Investment Analyst to join our team in Melbourne.
For more junior candidates, there's the opportunity to start as a Graduate Investment Analyst.
This is your chance to dive deep into the world of managed funds and contribute to meaningful insights that help shape the decisions of financial advisers and investors.Lonsec is a leading investment research powerhouse in Australia, empowering financial experts, fund managers, and super funds with top-notch research, market insights, and portfolio construction tools.
Our mission is to fuel the financial industry's growth by providing unparalleled knowledge and expertise.About the RoleAs a Graduate/Associate Investment Analyst, you will play a pivotal role in delivering high-quality managed funds product research to financial advisers and subscribers working alongside experienced Investment Analysts and Senior Investment Analysts.
Over time, you will gain exposure to a diverse range of asset classes, including Australian and Global Equities, Fixed Income, Property, Infrastructure, Alternatives, and Multi Asset portfolios.
This is a role for someone who thrives in a collaborative and supportive environment while having the opportunity to take ownership of their research and contribute to a wider team effort.ResponsibilitiesConduct comprehensive analysis across various asset classes (including Australian Equities, Global Equities, Fixed Interest, Cash and Alternatives)Facilitate the coverage initiation of recent funds and maintain ongoing coverage of productsDevelop technical knowledge of products across asset classes, Lonsec processes and house viewsAssist in report writing and meeting preparation, involving the synthesis of written information and evaluation of product meritsAbout YouMinimum 1+ years of experience within a research house, financial advisory firm, fund manager, or similar, with a strong focus on financial analysis and market knowledgeStrong qualitative research skills, with the ability to distil financial information efficiently and convey it clearly and conciselyA demonstrable interest in finance and investmentProficient quantitative skills for data manipulation and analysisExcellent organizational and time management skills, with the ability to meet deadlines and prioritize tasksDemonstrable understanding of investments, equities, and ETFs, or a keen interest to acquire such knowledgeCommunication skills that allow you to ask probing questions with confidence and clarityAbility to work collaboratively as part of a close-knit team, while also taking ownership of your own objectivesA positive attitude and a passion for learningWhat we offerOngoing flexible working arrangementsFamily friendly work-life balancePaid parental leaveVolunteer and Study leaveGenuinely open and supportive culture with an approachable executive teamOngoing training and professional developmentWellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)Social and charity eventsIf you're a motivated individual who thrives in a fast-paced environment and is passionate about investing, we want to hear from you!
Lonsec is an equal opportunity employer and are committed to creating an inclusive environment for all employees.
We encourage applications from people belonging to groups underrepresented in Financial Services.Working rights - You must hold current permanent and full-time working rights in Australia eg.
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