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Associate Portfolio Manager

4 months ago

Sydney, Australia Lonsec Full time

**We are seeking an Associate Portfolio Manager to join our Team in Sydney.
**About Lonsec**

The Lonsec group is one of Australia’s leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help financial intermediaries & investors leverage our knowledge & expertise, and to equip them with the tools & insights they need to deliver high quality investment solutions.

Lonsec Investment Solutions (LIS) part of the Lonsec Group is a market leader in the provision of separately managed account (SMA) solutions to financial advisers. LIS provides a range SMA solutions across multi-asset and direct equity managed accounts, leveraging the breadth and depth of Lonsec’s broader research platform.

**About The Role**

The role of the Associate Portfolio Manager is to support Lonsec’s senior portfolio managers with the management and construction of Lonsec’s suite of Listed and Multi-asset portfolios.

**Position Responsibilities**:

- Support the management and construction of Lonsec’s suite of retail managed portfolios. This involves a wide range of activities including performance reporting, qualitative & quantitative analysis, conducting research on managed funds & ETFs and client communications.
- Support the portfolio managers in undertaking qualitative and quantitative research across the portfolios, conducting in-depth investment due diligence.
- Develop & prepare investment recommendations meeting team standards, taking the lead on the Real Asset Sector
- Present investment recommendations at investment selection committee meetings.
- Provide quantitative support to the team, including preparing attribution, holdings-based portfolio analysis, ESG analysis and analysis of portfolio risk and performance outcomes.
- Prepare Change reports and Structure review documents for approved trades.
- Liaise with the in-house sales and research teams to address specific queries and needs.

**Prerequisite Skills and Experience**:

- Understanding of, and practical experience in managed funds & ETF research, multi-manager portfolio management processes and investment management practices in listed markets.
- Previous experience (5 yrs.+) working with a research house, stockbroker, fund manager, super fund or corporate.
- A strong and demonstrable understanding of investment markets and asset classes
- Meticulous attention to detail, strong analytical and organizational skills
- Excellent written and verbal communication
- Strong organisational and time management skills - working to tight deadlines
- Strong stakeholder and relationship management skills to enable liaising with external clients with the ability to effectively handle queries and concerns

**Essential Qualifications**:

- An undergraduate degree in a business or mathematical based discipline (science or engineering) e.g. BComm, BBus, BA, BEc, BSc, BApSci
- RG146 Accreditation is mandatory

**Highly regarded qualifications**:

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

**Please note this role is available to Aus Citizens & Permanent residents only
**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.
- We believe we're better and smarter together and our values reflect our commitment to creating a welcoming, diverse, and inclusive environment
- We offer a flexible hybrid working environment, 2 days in the office (of your choosing), the rest can be worked remotely
- We're passionate about setting our people up for success and providing the training, tools and environment to enable you to perform your best and develop your career at Lonsec
- “Work from Anywhere” policy, allowing up to 4 weeks of the year to be worked interstate or from overseas
- We take care of our people through our free access to our Employee Assistance Program, and generous leave entitlements (e.g., Paid Parental Leave, Bonus day of Life leave, Public Holiday swap and much more)
- Annual “Wellness Week” which includes lots of fun activities plus a reimbursement towards a gym membership or fitness related activities for all staff.
- Monthly social and charity events as well as our much-loved quarterly Individual and team Awards.

We want to hear from you if this sounds like your type of role