Associate Analyst

5 days ago

Melbourne, Victoria, Australia Lonsec Group Full time

Associate Analyst - Listed Products (Equities & ETF's)

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 to equip them with the tools & insights they need to deliver high quality investment solutions.

About The Role

The role of Associate Analyst, based in Melbourne, reports to the Head of Equities and works collaboratively within a small team of four. The purpose of the role is to research ASX200 Equites, Hybrid's and ETFs.

**Responsibilities**:
Equities - (ASX200)
- Provide commentary and valuations on ASX 200 listed companies
- Compile sector and stock specific reports on a monthly basis
- Create and distribute daily bulletins on Local, Global and Equity related content
- Maintain Corporate Actions Journal
- Attend to general enquiries from Lonsec clients and staff.

Listed Income (Hybrids):

- Monitor and update listed income (Hybrids) on a daily basis.
- Issue research on new debt/hybrid issues, as required.

Exchange Traded Funds (ETF's)
- Analyse and conduct research on ETF products over a breadth of asset classes per an annual review cycle and in accordance with the published Lonsec research process
- Engage with ETF providers for periodic reviews
- Prepare research reports for new and existing ETF's.

About you:

- Undergraduate degree.
- Previous experience (1-2yrs+) working with a research house, stockbroker, fund manager or corporate, with an emphasis on financial analysis and industry knowledge specific to equities.
- Research skills (qualitative) - a strong ability to synthesize and distil financial information down to key concepts and convey this in written form efficiently, clearly and concisely. Strong attention to detail is essential.
- A strong and demonstrable understanding of investment markets and asset classes.
- Ability to work as part of a close-knit team as well as autonomously whilst taking responsibility for meeting personal objectives.
- Expertise in Microsoft Excel (spreadsheets) and a strong working knowledge of Microsoft Word, PowerPoint and Adobe Acrobat.

Highly Regraded Qualifications:

- CFA - (or completing)
- Certified Investment Management Analyst (CIMA)
- Master of Business Administration / Economics / Commerce / Applied Finance
- RG146 accreditation

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 147

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