Associate Investment Analyst

3 weeks ago

Melbourne, Australia Lonsec Full time

**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.

We are currently seeking an **Associate Investment Analyst **to join our Research team in Melbourne, 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 managed funds products within the relevant asset class as per the Annual Review Cycle, under the guidance and direction of Senior Investment Analysts and Sector Managers.
- Provide research support to the Managed Funds Research team.
- Undertake reviews of Investment Managers as assigned by the Sector Manager and in conjunction with other Analysts - collecting and synthesizing written information, assessing the merits of products and preparing research reports covering people and resources, investment style and objectives, research approach, portfolio construction and risk management.
- Prepare Fund Profile, Fund Viewpoint, Fund Review and other research reports for new and existing managed funds products, and other investment review and outlook reports across asset classes.

**Skills and Experience**:

- Previous experience (2+) working with a research house, stockbroker, dealer group, fund manager or corporate.
- 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.
- A demonstrable interest in finance and investment.
- 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.
- 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 organisations.
- 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 own objectives.
- Positive attitude. Expertise in Microsoft Excel (spreadsheets) and a strong working knowledge of Microsoft Word, PowerPoint and Adobe Acrobat.
-

**Essential qualifications**:
An undergraduate degree in a business or mathematical based discipline (science or engineering) e.g. BComm, BBus, BA, BEc, BSc, BApSci

**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**
- Please note: Australian Citizenship or Permanent Residency required_

  • Associate Investment Analyst

    2 months ago

    Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst 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...

  • Associate Investment Analyst

    3 days ago

    Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst 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...

  • Associate Investment Analyst

    2 days ago

    Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst 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...

  • Associate Investment Analyst

    4 days ago

    Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Associate Investment AnalystZenith 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...

  • Associate Investment Analyst

    2 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...

  • Associate Investment Analyst

    2 months 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...

  • Associate Investment Analyst

    2 months 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...

  • Associate Investment Analyst

    4 days 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...

  • Associate Investment Analyst

    2 months 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...

  • Investment Analyst or Associate

    4 days ago

    Melbourne, Victoria, Australia Numbers Executive Full time

    Real Estate Investment Manager Investment Analyst level opportunity Suit professionals with real estate valuation and corporate finance experienceOur clientNumbers Executive is supporting a highly successful real estate investment manager (with in excess of $1bn of assets under management) to appoint a new Investment Analyst to the team in Melbourne. With a...

  • Associate Investment Analyst

    4 days ago

    Melbourne, Victoria, 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...

  • Investment Analyst

    2 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...

  • Investment Analyst or Associate

    3 weeks ago

    Melbourne, Australia Numbers Executive Full time

    Real Estate Investment Manager - Investment Analyst level opportunity - Suit professionals with real estate valuation and corporate finance experience **Our client** Numbers Executive is supporting a highly successful real estate investment manager (with in excess of $1bn of assets under management) to appoint a new Investment Analyst to the team in...

  • Investment Associate

    3 days ago

    Melbourne, Australia Lighter Capital Full time

    Investment Associate Lighter Capital is venture backed fintech company that has created a new fundraising path for early-stage tech enterprises. Our transparent, data-driven, tech-enabled process provides entrepreneurs financing quickly without making them give up equity or board seats. We work with hundreds of visionary startup CEOs each year and our...

  • Investment Analyst/associate

    4 days ago

    Melbourne, Victoria, Australia Collins Executive Recruitment Full time

    Gain end-to-end investment experience with a prominent real estate fund Join an established and growing team Flat team structure with clear career development opportunitiesThe opportunity:***As Investment Analyst within the Funds Management team, you will gain exposure to acquisitions, fund monitoring, financial analysis & modelling and reporting.The...

  • Investment Banking Associate

    4 days ago

    Melbourne, Victoria, Australia Collins Executive Recruitment Full time

    Excellent pipeline of high-profile deals Great leadership team Clear career progression pathMy client is a high-performing independent investment bank with an excellent reputation and client list. The team is looking to hire an experienced Associate to help them execute on a strong and diverse pipeline of deals.You will have a background in M&A/Corporate...

  • Investment Analyst Acquisitions

    3 weeks ago

    Melbourne, Australia W Talent Full time

    BANKING & FINANCE ANALYST MELBOURNE PERMANENT / FULL TIME **_12/4/2023 _** Renowned Melbourne Developer focused on mixed-use developments and across Victoria. The company require an experienced Investment Analyst to join their team and contribute to the growth of our property development portfolio through acquisitions. The team are passionate about their...

  • Associate, Infrastructure

    2 months ago

    Melbourne, Australia Numbers Executive Full time

    Global infrastructure and energy fund - Unrivalled platform to commence your buy-side investment career - Breadth across core infrastructure and energy transition asset classes **Our client** Numbers Executive is currently supporting a prominent global infrastructure and energy fund with its search to appoint an Investment Associate to its team in...

  • Investment Analyst Acquisitions

    4 days ago

    Melbourne, Victoria, Australia W Talent Full time

    BANKING & FINANCE ANALYST MELBOURNE PERMANENT / FULL TIME_12/4/2023 _Renowned Melbourne Developer focused on mixed-use developments and across Victoria. The company require an experienced Investment Analyst to join their team and contribute to the growth of our property development portfolio through acquisitions. The team are passionate about their work and...

  • Investment Associate

    4 days ago

    Melbourne, Victoria, Australia Lighter Capital Full time

    Investment AssociateLighter Capital is venture backed fintech company that has created a new fundraising path forearly-stage tech enterprises. Our transparent, data-driven, tech-enabled process providesentrepreneurs financing quickly without making them give up equity or board seats. We workwith hundreds of visionary startup CEOs each year and our products...