Investment Analyst

Investment Analyst

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 Investment Analyst, you'll play an integral role in researching and analyzing a wide range of managed funds products. Over time, you'll broaden your expertise across various asset classes, including Australian and Global Equities, Fixed Income, Property and Infrastructure, Alternatives, and Multi-Asset, as well as diverse investment vehicles like Listed and Unlisted Managed Funds, Listed Investment Companies, and Exchange-Traded Products.

This is a role for someone who thrives in a collaborative and supportive environment while having the opportunity to take ownership of their research and contribute to a wider team effort.

**Responsibilities**:

- **Conduct in-depth research**: You'll analyze and evaluate managed funds products across various asset classes, following the Annual Review Cycle, and working closely with Senior Investment Analysts and Sector Managers to develop valuable insights.
- **Collaborate with experts**: Engage with Investment Managers and fellow Analysts in review meetings, contributing to discussions that shape investment strategies.
- **Prepare detailed reports**: Craft research reports that evaluate investment products, covering everything from portfolio construction to risk management, and ensuring they are clear, insightful, and actionable.
- **Engage with clients**: Connect with external clients to answer queries and provide valuable insights on managed funds products, helping them make informed investment decisions.
- **Contribute to team growth**: Share your ideas in peer reviews, model portfolio discussions, and process development sessions. Your input will help strengthen the integrity of our research and the broader business.
- **Stay involved**: Support the wider team by contributing content to our daily bulletin and engaging in various team activities to foster a vibrant and collaborative culture.

About You:

- 3+ years of experience within a research house, financial advisory firm, fund manager, or similar, with a strong focus on financial analysis and market knowledge.
- 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 154