Graduate Investment Analyst

2 weeks ago

Melbourne, Australia Lonsec Full time

We are seeking a Graduate Investment Analyst to join our Research Team in either Melbourne or Sydney.

esponsibilities:

- Analyse and conduct research on all exchange traded products across a range of asset classes including Australian Equities, Global Equities, Fixed Interest, Cash and Alternatives.
- Assist with coverage initiation on new funds and maintaining ongoing coverage of exchange products on at least an annual basis.
- Coordinate managers and other sector specialists for meetings as required.
- Assist with report writing and meeting preparation via collecting and synthesizing written information and assessing the merits of products. The assessment includes product complexity, people and resources, investment style and objectives, research approach, portfolio construction, risk management and providing an overall opinion.
- 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;
- Being able to manage multiple task and contribute to the team.
- Additional duties as directed.

About You:

- Previous professional experience with an emphasis on financial analysis and industry knowledge specific to equities;
- 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;
- Research skills (quantitative) - ability to manipulate and analyse data;
- Organisational and time management skills - meet deadlines and coordinate various tasks at a time (and reprioritise as new tasks come to hand);
- Ability to work as part of a close-knit team
- Positive, friendly and can-do attitude
- Excellent verbal and written communication skills; able to engage with senior external stakeholders
- A demonstrable understanding of investments, equities and ETFs;

**Essential qualifications**:

- An undergraduate degree in a business or mathematical based discipline (science or engineering) e.g. BComm, BBus, BA, BEc, BSc, BApSc

**Highly regarded qualifications**:

- CFA level 1
- Honours Year
- RG146 Accreditation

**What we offer**:

- 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
- Mentor groups
- Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)
- Social and charity events

**Working rights - You must hold current permanent and full-time working rights in Australia eg. Citizen or Permanent Resident

  • Graduate Investment Analyst

    1 month ago

    Melbourne, Australia Lonsec Full time

    **Kickstart Your Career as a Graduate Investment Analyst! Are you a recent graduate excited to explore the world of finance? Join our renowned Research Team in Sydney **or **Melbourne and start your career journey as a Graduate Investment Analyst. As a Graduate Investment Analyst, you will play a pivotal role in delivering high-quality managed funds product...

  • Investment Analyst

    4 weeks ago

    Melbourne, Australia Zenith Investment Partners Full time

    The **I**nvestment Analyst** role involves reviewing all aspects of fund managers’ investment teams and processes as well as the return and risk characteristics of the underlying managed funds across all asset classes. You will be responsible for writing detailed research reports and assigning investment ratings on the funds. A finance related degree...

  • Associate Investment Analyst

    3 weeks ago

    Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...

  • Investment Analyst, Equities

    7 days ago

    Melbourne, Australia Kaizen Recruitment Full time

    Rapidly growing ethical funds management business - Collaborative, diverse culture and excellent exposure to the business - Melbourne CBD | Certified B Corporation **About the Company** An excellent opportunity for an experienced equities analyst at a leading ethical and reputable funds management business, with a strong focus on diversity, inclusion and...

  • Investment Analyst

    4 weeks ago

    Melbourne, Australia UniSuper Full time

    **About US** UniSuper is a place where brilliant thinkers and passionate people come together. As one of Australia’s largest super funds, the work you’ll do with us makes a meaningful difference today and tomorrow for our members, the planet and for you. **The opportunity** You will work with UniSuper’s specialised internal investment team to develop...

  • Graduate Analyst

    4 weeks ago

    Melbourne, Australia Robert Half Full time

    Graduate Analyst for an international technology and services company, CBD Fringe. Start immediately in this role which is exclusive to Robert Half. **The Company** Robert Half is currently recruiting exclusively for a graduate analyst who is immediately available for an international technology and services company that provides leading technologies for...

  • Property Investment Analyst

    5 days ago

    Melbourne, Australia KordaMentha Full time

    Job Title Property Investment Analyst Job Location Melbourne Division Real Estate Description - **Our business** KordaMentha Real Estate is a privately owned business that advises on, develops, transacts, and invests in real estate - its own, its clients and with investment partners. The team has demonstrated experience at establishing creative real estate...

  • Investment Analyst

    1 month ago

    Melbourne, Australia FourQuarters Full time

    Leading Property Fund Manager - Join a High Calibre Growing Team - Opportunity to Transition Finance Experience to Investments Investment Analyst - Funds Management - Property **The Organisation** My client is leading multi-asset investment fund manager, with presence across Australia and Internationally they are a leader in the industry with strong...

  • Investment Unit Pricing Analyst

    1 month ago

    Melbourne, Australia Grant Executive Search Full time

    Top Tier Investment Group - Challenging new Investment Career Opportunity - Excellent Salary Plus Bonus & Lifestyle Balance This Top Tier Investment organisation is committed to building a high performance focused culture with lifestyle balance, as well as actively developing and encouraging its teams for longer term individual career opportunities....

  • Investment Analyst

    7 days ago

    Melbourne, Australia W Talent Full time

    BANKING & FINANCE FUNDS MANAGEMENT MELBOURNE PERMANENT / FULL TIME **_20/1/2023 _** One of Australia's largest fund managers in diversified real estate with $25bn+ FUM and $5bn+ development pipeline. Investing across industrial, commercial and health providing sustainable returns through excellent capital management. Their diverse and inclusive workforce...

  • Graduate Actuarial Analyst

    1 month ago

    Melbourne, Australia WTW Full time

    With Australian superannuation funds among the largest asset pools in the world, and undergoing enormous change, our clients - some of Australia’s largest and most complex superannuation funds - seek our help with strategy, benefit design, management and governance. It’s our actuarial know-how, our independence, our deep insights and our practical...

  • Investment Operations Analyst

    1 month ago

    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- Contract or TemporaryThis is an exceptional **Investment Operations Analyst **position, working for a highly-regarded super fund based in Melbourne on an **initial 9 month contract**, with a strong potential to be promoted to a permanent position pending strong performance on this initial 9m contract. This is an **Investment...

  • 2024 Macquarie Graduate Program

    4 weeks ago

    Melbourne, Australia Macquarie Group Limited Full time

    At Macquarie, it’s all about doing work that creates value for our communities, our clients and our people. You’ll be part of a supportive team where everyone, no matter what role, contributes ideas and drives outcomes. **What role will you play?** You will have the opportunity to rotate and experience different roles, working across business groups,...

  • Senior Investment Analyst

    1 week ago

    Melbourne, Australia Easygo Gaming Full time

    Join Us as a Senior Investment Analyst in the Exciting World of Cryptocurrency!What's in It for You:Joining our team as a Senior Investment Analyst offers a unique opportunity to be our subject matter expert in the dynamic world of cryptocurrency while also assisting the team with investment. This role provides a platform for professional growth, offering...

  • Graduate Investment Operations Specialist

    1 month ago

    Melbourne, Australia Ambition Group Full time

    My client is a large wealth management firm who offer a wide range of investment products to retail and institutional clients. They often perform above industry standards, are highly respected and they offer a supportive culture and commitment to offering internal career progression. **This role is available due to an internal promotion and they are...

  • Analyst, Investment Compliance

    4 weeks ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Fixed term Full time **Location**: VIC- Melbourne CBD - **12 fixed term opportunity**: - **Utilise your careful, methodical, and disciplined approach to numbers**: - **Draw from your custodian, fund manager or asset owner expertise to propel your career at NAB**: - **CFA qualified, or dreaming of studying towards your...

  • Graduate Program

    4 weeks ago

    Melbourne, Australia Vanguard Full time

    At Vanguard, we make success accessible to everyone. That includes you. By joining our 24-month, rotational Graduate Program with our Investments Management Group (IMG), you’ll encounter vast opportunities to learn and grow, making it count for your career and for our investors.About VanguardMore than 45 years ago, John C. Bogle had a vision to start an...

  • Graduate Program

    4 weeks ago

    Melbourne, Australia Vanguard Full time

    At Vanguard, we make success accessible to everyone. That includes you. By joining our 24-month, rotational Graduate Program with our Investments Management Group (IMG), you’ll encounter vast opportunities to learn and grow, making it count for your career and for our investors. About Vanguard More than 45 years ago, John C. Bogle had a vision to start an...

  • Property Investments Analyst

    3 weeks ago

    Melbourne, Australia Knight Frank Full time

    About us:At Knight Frank we’re passionate about property, but it takes more than passion to make us the world’s most successful privately-owned property agency and consultancy. With a 125-year heritage, we are part of a global property powerhouse dedicated to providing our clients the best advice across commercial and residential property transactional...

  • Investment Data Operations Analyst

    4 weeks ago

    Melbourne, Australia Profusion PAC Pty Ltd Full time

    **Competitive salary package + generous bonus structure**: - **Opportunity to work with a renowned investment manager**: - **Fantastic growth pathways and workplace culture** **Company Overview**: A globally recognised investment management firm committed to providing innovative financial solutions to clients worldwide. **Role Overview**: As an...