Associate Investment Analyst

2 weeks ago

Melbourne, Australia Lonsec Full time

We are currently seeking an **Associate Investment Analyst **to join our Manager Research team in Melbourne or Sydney on a permanent, Full-Time basis.

The role of the Associate Investment Analyst is to provide a high-level of managed fund product research to financial advisers and other subscribers.

The Associate Investment Analyst will work across a range of asset classes including fixed income, global equities, alternatives, Australian equities, property and multi asset sectors. An understanding of private markets and property will be highly regarded but not mandatory.

**Responsibilities**:

- Analyse and conduct research on funds and products within the relevant sector as per the yearly cycle of review, under the guidance and direction of a Senior Investment Analyst
- Coordinate managers and other analysts for meetings. Prepare for and undertake interviews with fund managers, collecting and synthesizing written information, assessing the merits of products and writing four to seven page research reports (covering an overall opinion, people and resources, investment style and objectives, research approach, portfolio construction, and risk management). The process may at times be conducted in conjunction with other Lonsec analysts.
- Preparation of viewpoints, and fund profiles for existing trusts.
- Regular communication with advisers to address specific queries and needs
- Contribute to the integrity and evolution of the research process - participate in peer review and model portfolio discussions, and provide ideas and input into process development

**Skills and Experience**:

- Previous experience (2+) working with a research house, stockbroker, dealer group, fund manager or corporate, with an emphasis on financial analysis and industry knowledge specific to your sector.
- Research skills (qualitative) - a strong ability to synthesize and distil financial information down to key concepts and convey this in written form efficiently, clearly and concisely. Strong attention to detail is essential.
- Interviewing / communication skills - ability to undertake in-depth interviewing in a rigorous and penetrating yet personable and professional fashion. Ability to communicate confidently and question articulately, and be confident in dealing with senior management within external organizations.
- Strong organizational and time management skills - meet deadlines and coordinate and juggle various tasks at a time (and reprioritise as new tasks come to hand).
- A strong and demonstrable understanding of investment markets and asset classes.
- An understanding of more esoteric asset classes including credit, private debt and equity is preferred.
- Interviewing / communication skills - ability to undertake in-depth interviewing in a rigorous and penetrating yet personable and professional fashion. Ability to communicate confidently and question articulately, and be confident in dealing with senior management within external organizations.
- Strong communication and relationship management skills to enable liaising with external clients with the ability to effectively handle queries and concerns.
- Ability to work as part of a close-knit team as well as autonomously whilst taking responsibility for meeting personal objectives
- Research skills (quantitative) - ability to manipulate and analyse data
- Expertise in Microsoft Excel (spreadsheets) and a strong working knowledge of Microsoft Word, PowerPoint and Adobe Acrobat
- A demonstrable interest in finance and investment.

**Essential qualifications**:

- An undergraduate degree in a business or mathematical based discipline (science or engineering) e.g. BComm, BBus, BA, BEc, BSc, BApSci
- Plus one of the following; Honours Year, Certified Investment Management Analyst (CIMA), CFA level 1, Post Graduate Diploma in Finance / Management / Commerce / Financial Planning, Master of Business Administration / Economics / Commerce / Applied Finance

**Highly regarded qualifications**:

- CFA
- Certified Investment Management Analyst (CIMA)
- Master of Business Administration / Economics / Commerce / Applied Finance
- RG146 Accreditation

Working for Lonsec

We are Australia’s leading financial research company, rating more funds, stocks and managers than our competitors. Our values lead our culture, centred around the principles of Client Focus, Innovation, Integrity, Independent Thinking, and Collaboration.

What we offer:

- Ongoing flexible working arrangements - We have offices in Melbourne and Sydney, but offer the opportunity to work Australia wide.
- Family friendly work-life balance
- Paid parental leave
- Volunteer leave
- Genuinely open and supportive culture with an approachable executive team
- Ongoing training and professional development
- Mentor groups
- Wellness program
- Social and charity events

How to apply

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