Associate Investment Analyst
2 weeks ago
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 financial services
- 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
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