Associate Investment Analyst

at  Lonsec Group

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
• Contribute to our daily bulletin email and broader business initiatives

About You:

• 2+ years of experience in a research house, stockbroker, dealer group, fund manager, or corporate environment
• 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!
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
Job ID 137

• 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
• Contribute to our daily bulletin email and broader business initiative