Evidentia - Senior Investment Manager | Sydney, AU

3 weeks ago


Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time

We're seeking an experienced Senior Investment Manager to lead external manager research and contribute to strategic portfolio construction across Fixed Income asset classes in a dynamic, collaborative investment environment.

About Evidentia

Evidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios - three leaders in managed accounts. Together, we offer innovative investment solutions tailored to financial advisers and their clients.

About the Role

This is a senior role within our Manager Research team, responsible for overseeing investment manager due diligence and contributing to Evidentia's model portfolios and proprietary Gold Class Menu of investment strategies.

You'll lead Fixed Income research, guide manager blending and portfolio design, and play a key role in maintaining the integrity and performance of our investment solutions. This role requires a strategic mindset, deep asset class knowledge, and strong collaboration across investment, compliance, and client teams.

Responsibilities:

  • Lead manager research and due diligence in Fixed Income
  • Contribute to research across other asset classes
  • Support portfolio construction, manager blending, and strategy design
  • Manage Fixed Income inclusions on the Gold Class Menu
  • Present to the Manager & Security Selection Committee (MSSC)
  • Provide insights to internal teams, advisers, and clients
About You:
  • Bachelor's degree in Commerce, Economics, or a related field (CFA preferred)
  • 8-10+ years' experience in investment research, consulting, or portfolio management
  • Deep understanding of Fixed Income markets and portfolio theory
  • Strong qualitative and quantitative research skills
  • Skilled communicator with experience engaging internal and external stakeholders
  • Proficient in financial data platforms (e.g. Bloomberg, FactSet)
What we offer
  • Ongoing flexible working arrangements
  • Family friendly work-life balance
  • Genuinely open and supportive culture with an approachable executive team
  • Ongoing training and professional development
  • Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)
  • Social and charity events
Evidentia 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. Citizen or Permanent ResidentBoost your careerFind thousands of job opportunities by signing up to eFinancialCareers today.#J-18808-Ljbffr

  • Sydney, New South Wales, Australia Lonsec, Lonsec Research Pty Ltd Full time

    We're seeking an experienced Senior Investment Manager to lead external manager research and contribute to strategic portfolio construction across Fixed Income asset classes in a dynamic, collaborative investment environment.About Evidentia Evidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios -...


  • Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time

    We're seeking an experienced Senior Investment Manager to lead external manager research and contribute to strategic portfolio construction across Fixed Income asset classes in a dynamic, collaborative investment environment.About EvidentiaEvidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios -...


  • Sydney, New South Wales, Australia Lonsec, Lonsec Research Pty Ltd Full time

    We're seeking an experienced Senior Investment Manager to lead external manager research and contribute to strategic portfolio construction across Fixed Income asset classes in a dynamic, collaborative investment environment.About EvidentiaEvidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios -...


  • Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time

    We're hiring a Communications Coordinator to join our Marketing & Communications team. This role will support the delivery of clear, engaging communications and investment reporting for the Evidentia Private business, with the opportunity to contribute across the broader Evidentia Group over time.About EvidentiaEvidentia Group is the result of a merger...


  • Sydney, New South Wales, Australia Lonsec, Lonsec Research Pty Ltd Full time

    We're seeking an experienced Senior Investment Manager to lead external manager research and contribute to strategic portfolio construction across Fixed Income asset classes in a dynamic, collaborative investment environment.About EvidentiaEvidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios -...


  • Sydney, New South Wales, Australia Lonsec, Lonsec Research Pty Ltd Full time

    We're seeking an experienced Senior Investment Manager to lead external manager research and contribute to strategic portfolio construction across Fixed Income asset classes in a dynamic, collaborative investment environment.About EvidentiaEvidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios -...


  • Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time

    Evidentia Group is seeking an Office Manager & Team Assistant - the organisational powerhouse who keeps everything running smoothly.This role is ideal for someone who thrives on juggling priorities, keeping people and projects on track, and creating a workplace where things just work. Acting as the go-to person for the leadership team and the heartbeat of...

  • Product Manager

    4 weeks ago


    Sydney, New South Wales, Australia Evidentia Group Full time

    Product Manager - Private Markets & Separately Managed Accounts (SMA)Product Manager - Private Markets & Separately Managed Accounts (SMA)4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Evidentia GroupWe're seeking a highly motivated Product Manager – Private...

  • Product Manager

    4 weeks ago


    Sydney, New South Wales, Australia Evidentia Group Full time

    Product Manager - Private Markets & Separately Managed Accounts (SMA)Product Manager - Private Markets & Separately Managed Accounts (SMA)4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Evidentia GroupWe're seeking a highly motivated Product Manager – Private...


  • Sydney, New South Wales, Australia Evidentia Group Full time

    Join to apply for the Communications Coordinator role at Evidentia Group2 days ago Be among the first 25 applicantsJoin to apply for the Communications Coordinator role at Evidentia GroupDirect message the job poster from Evidentia GroupWe're hiring a Communications Coordinator to join our Marketing & Communications team. This role will support the delivery...