Senior Investment Analyst
10 hours ago
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 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 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 team 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 across 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 applications from 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
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