Graduate/Associate Investment Analyst

4 weeks ago

Melbourne, Victoria, Australia University Engineers' Club Full time

Deliver high-quality managed funds research and analysis for financial advisers at Lonsec, a leading Australian investment research firm.

Your Role

Key responsibilities include:

  • Conducting comprehensive analysis across various asset classes, including Australian Equities, Global Equities, Fixed Interest, Cash, and Alternatives.
  • Facilitating the coverage initiation of new funds and maintaining ongoing coverage of products.
  • Developing technical knowledge of products across asset classes, Lonsec processes, and house views.
  • Assisting in report writing and meeting preparation, involving the synthesis of written information and evaluation of product merits.
  • Working alongside experienced Investment Analysts and Senior Investment Analysts in a collaborative and supportive environment.
  • Taking ownership of research and contributing to wider team efforts.
About You

The ideal candidate will have:

  • 1-3 years of experience within a research house, financial advisory firm, fund manager, or similar, with a strong focus on financial analysis and market knowledge.
  • Strong qualitative research skills, with the ability to distil financial information efficiently and convey it clearly and concisely.
  • A demonstrable interest in finance and investment.
  • Proficient quantitative skills for data manipulation and analysis.
  • Excellent organizational and time management skills, with the ability to meet deadlines and prioritize tasks.
  • Demonstrable understanding of investments, equities, and ETFs, or a keen interest to acquire such knowledge.
  • Communication skills that allow for asking probing questions with confidence and clarity.
  • Ability to work collaboratively as part of a close-knit team, while also taking ownership of individual objectives.
  • A positive attitude and a passion for learning.
  • Current permanent and full-time working rights in Australia (e.g., Citizen or Permanent Resident).
Compensation & Benefits
  • Ongoing flexible working arrangements.
  • Family friendly work-life balance.
  • Paid parental leave.
  • Volunteer and Study leave.
  • Genuinely open and supportive culture with an approachable executive team.
  • Ongoing training and professional development.
  • Wellness program, including an annual wellness reimbursement for health and wellness-related activities.
  • Social and charity events.
Training & Development

Ongoing training and professional development are provided, including exposure to a diverse range of asset classes and opportunities to work alongside experienced analysts.

Career Progression

Opportunities exist to start as a Graduate Investment Analyst for more junior candidates, with progression to Associate Investment Analyst and further advancement within the investment research team.

How to Apply

Submit your application, ensuring you hold current permanent and full-time working rights in Australia (Citizen or Permanent Resident). Lonsec encourages applications from people belonging to groups underrepresented in Financial Services.

This job may close before the stated closing date, you are encouraged to apply as soon as possible

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