Lonsec Research
2 weeks ago
Senior Investment Analyst – Melbourne or Sydney
We're inviting expressions of interest for a potential opportunity as a Senior Investment Analyst, based in either Melbourne or Sydney. If you're passionate about private markets and thrive on deep product analysis, this could be your chance to shape high-impact managed funds research for financial advisers and subscribers.
About Lonsec
Lonsec is one of Australia's leading research and insights providers, trusted by financial advisers, fund managers, and super funds for our deep expertise, forward-thinking analysis, and powerful portfolio tools. Our mission is to drive smarter investment decisions and support the growth of the financial industry through cutting-edge research and actionable insights.
About The Role
As a Senior Investment Analyst, you'll focus on private markets within the Alternatives sector, analysing a range of structures including listed and unlisted managed funds, LICs, LITs, and ETFs. You'll deliver research that supports financial advisers and may also contribute to other asset classes as needed.
Responsibilities
- Conduct in-depth research on private markets managed funds under the guidance of the Sector Manager
- Coordinate and participate in review meetings with Investment Managers and Analysts
- Prepare detailed research reports and investment reviews across various asset classes
- Communicate research insights to clients and respond to product-related queries
- Mentor junior analysts and contribute to the development of research processes
- Support broader initiatives, including rating committees and daily bulletin contributions
- Other duties as reasonably required
About You
- Undergraduate degree in Finance, Economics, or a related field; postgraduate qualifications (MBA, CIMA, CFA) highly regarded
- RG146 accreditation required for authorship of published research reports
- 5-7+ years of financial analysis experience investment firms, superannuation, or similar environments
- Strong background in manager research across asset classes, with private markets experience highly valued
- Skilled in qualitative research with the ability to distill complex financial data into clear insights
- Excellent communication and interview skills, with confidence engaging senior stakeholders
- Highly organised and adaptable, with proven ability to manage competing priorities and deadlines
- Strong client relationship skills and a deep understanding of investment markets and asset classes
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
- Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)
Lonsec is an equal opportunity employer and are committed to creating an inclusive environment for all employees. We encourage people belonging to groups underrepresented in Financial Services.
Working rights – You must hold current permanent and full-time working rights in Australia eg. Citizen or Permanent Resident.
#J-18808-Ljbffr
-
Lonsec Research
4 weeks ago
City of Melbourne, Australia Lonsec, Lonsec Research Pty Ltd Full timeJoin us as an Executive Assistant & Office Coordinator in our Melbourne office, where you’ll provide vital support to the CEO and help create a smooth, well‑organised workplace. This hybrid role offers flexibility, with one day a week working from home. About Lonsec Lonsec is one of Australia’s leading investment research and insights providers,...
-
Lonsec Research
2 days ago
Sydney, Australia Lonsec Full time**We’re hiring a Graduate Analyst in Sydney—**This is an exciting entry-level role for a recent graduate who is ambitious, achievement-driven, and ready to launch their career in financial services.** **About Lonsec** Lonsec is one of Australia’s leading investment research and insights providers, trusted by financial advisers, fund managers, and...
-
Research & Ratings - Graduate Analyst
2 weeks ago
Sydney, New South Wales, , Australia Lonsec Full time $60,000 - $80,000 per yearWe're hiring a Graduate Analyst in Sydney— This is an exciting entry-level role for a recent graduate who is ambitious, achievement-driven, and ready to launch their career in financial services.About LonsecLonsec is one of Australia's leading investment research and insights providers, trusted by financial advisers, fund managers, and super funds for our...
-
Marketing & Events Coodinator
2 weeks ago
Sydney, Australia Lonsec Full timeThe 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...
-
Sydney NSW, Australia Lonsec Full timeWe're seeking an Event Coordinator for a 6-month fixed-term contract based in Sydney to help deliver a high-profile conference in the financial services sectorAbout LonsecLonsec is one of Australia's leading investment research and insights providers, trusted by financial advisers, fund managers, and super funds for our deep expertise, forward-thinking...
-
Sydney, New South Wales, , Australia Lonsec Full timeWe're seeking an Event Coordinator for a 6-month fixed-term contract based in Sydney to help deliver a high-profile conference in the financial services sectorAbout LonsecLonsec is one of Australia's leading investment research and insights providers, trusted by financial advisers, fund managers, and super funds for our deep expertise, forward-thinking...
-
Council of the City of Sydney, Australia Lonsec, Lonsec Research Pty Ltd Full timeFinancial Accountant (6 month fixed-term contract) Please note: the recruitment process for this role will begin in early January 2026 About Evidentia Evidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios - three leaders in managed accounts. Together, we deliver innovative investment solutions...
-
Portfolio Implementation Associate
2 days ago
Sydney, Australia Lonsec Group Full timePortfolio Implementation Associate About Lonsec Lonsec Investment Solutions (Lonsec) is a specialist model portfolio manager with extensive expertise in portfolio construction, asset allocation and investment selection, with our best ideas encapsulated in a series of Lonsec managed portfolios to meet different client needs. Drawing off Lonsec Research's...
-
Finance Administrator
4 days ago
Sydney, Australia Lonsec Full time**About Lonsec** Lonsec is one of Australia’s leading investment research and insights providers, trusted by financial advisers, fund managers, and super funds for our deep expertise, forward-thinking analysis, and powerful portfolio tools. Our mission is to drive smarter investment decisions and support the growth of the financial industry through...
-
Salesforce Lead
2 weeks ago
Sydney, Australia Lonsec Full time**We're looking for a seasoned Salesforce Lead to deliver effective, scalable solutions in a dynamic, collaborative financial services environment.** **About Lonsec** Lonsec is one of Australia’s leading investment research and insights providers, trusted by financial advisers, fund managers, and super funds for our deep expertise, forward-thinking...
