Are you passionate about financial markets and investment research? We’re seeking a dynamic and motivated Associate Investment Analyst to join our team in Melbourne. For more junior candidates, there’s the opportunity to start as a Graduate Investment Analyst. This is your chance to dive deep into the world of managed funds and contribute to meaningful insights that help shape the decisions of financial advisers and investors. 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 a Graduate/Associate Investment Analyst, you will play a pivotal role in delivering high-quality managed funds product research to financial advisers and subscribers working alongside experienced Investment Analysts and Senior Investment Analysts. Over time, you will gain exposure to a diverse range of asset classes, including Australian and Global Equities, Fixed Income, Property, Infrastructure, Alternatives, and Multi Asset portfolios. 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 comprehensive analysis across various asset classes (including Australian Equities, Global Equities, Fixed Interest, Cash and Alternatives) Facilitate the coverage initiation of new funds and maintain ongoing coverage of products. Develop technical knowledge of products across asset classes, Lonsec processes and house views. Assist in report writing and meeting preparation, involving the synthesis of written information and evaluation of product merits. About You: 1-3 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 qualitative research skills, with the ability to distil financial information efficiently and convey it clearly and concisely. A demonstrable interest in finance and investment Proficient quantitative skills for data manipulation and analysis. Excellent organizational and time management skills, with the ability to meet deadlines and prioritize tasks Demonstrable understanding of investments, equities, and ETFs, or a keen interest to acquire such knowledge. 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! 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
