Associate Investment Analyst

1 week ago

Melbourne, Australia Lonsec Group Full time

Associate Investment Analyst

Join our dynamic team at Lonsec as an Associate Investment Analyst, where you'll play a key role in shaping our managed fund research and providing expert insights to financial advisors and subscribers.

About Lonsec

Lonsec is a leading investment research powerhouse in Australia, empowering financial experts, fund managers, and super funds with top-notch research, market insights, and portfolio construction tools. Our mission is to fuel the financial industry's growth by providing unparalleled knowledge and expertise.

About The Role:
As an Associate Investment Analyst, you'll be at the forefront of managed fund product research, empowering financial professionals and subscribers with cutting-edge insights. You'll dive into a diverse range of asset classes, from fixed income to global equities, alternatives, Australian equities, property, and multi-asset sectors. While knowledge of private markets and property is a plus, it's not a prerequisite for this exciting opportunity

**Responsibilities**:

- Conduct in-depth research on managed funds products, analysing their merits and preparing comprehensive reports
- Provide research support to our Managed Funds Research team
- Communicate with clients, addressing their queries and needs with confidence and professionalism

About You:

- 2+ years of experience in a research house, stockbroker, dealer group, fund manager, or corporate environment
- Strong research skills, with the ability to distill complex financial information into clear and concise language
- A demonstrable interest in finance and investment
- Excellent organizational and time management skills, with the ability to meet deadlines and prioritize tasks
- Strong understanding of investment markets and asset classes
- Interviewing and communication skills that allow you to ask probing questions with confidence and clarity
- Ability to work collaboratively as part of a close-knit team, while also taking ownership of your own objectives
- A positive attitude and a passion for learning

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)
- Social and charity events

If you're a motivated individual who thrives in a fast-paced environment and is passionate about investing, we want to hear from you

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

Job ID 137

  • Associate Investment Analyst

    2 weeks 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 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

    3 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

    6 days 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...

  • Associate Investment Analyst

    1 week 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...

  • Associate Investment Analyst

    7 days ago

    Melbourne, Australia Lonsec Full time

    **We’re looking for an Associate Investment Analyst to join our team in either Melbourne or Sydney. This permanent, full-time position offers a hybrid work arrangement and presents an exciting opportunity to contribute to in-depth managed funds product research that drives key decisions for financial advisers and investors.** **About The Role** As an...

  • Associate Investment Analyst

    3 weeks ago

    Melbourne, Victoria, Australia Lonsec, Lonsec Research Pty Ltd Full time

    We're looking for an Associate Investment Analyst to join our team in either Melbourne or Sydney. This permanent, full-time position offers a hybrid work arrangement and presents an exciting opportunity to contribute to in-depth managed funds product research that drives key decisions for financial advisers and investors.About The RoleAs an Associate...

  • Investment Analyst or Associate

    4 days 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 Analyst

    1 day ago

    Melbourne, Victoria, Australia Buscojobs Full time

    Direct message the job poster from weave. RecruitmentA unique opportunity to join a high-performing renewable energy investment platform focused on accelerating the energy transition. We're looking for a commercially minded and analytically strong Investment Associate with 3–5 years of experience to join a collaborative and growing team investing across a...

  • Graduate/Associate Investment Analyst

    3 weeks ago

    Melbourne, Victoria, Australia QTAC Guidance Officer Advisory Group Full time

    Deliver high-quality managed funds research and analysis for financial advisers at Lonsec, a leading Australian investment research firm.Your RoleKey responsibilities include:Conducting comprehensive analysis across various asset classes, including Australian Equities, Global Equities, Fixed Interest, Cash, and Alternatives.Facilitating the coverage...