Graduate Investment Analyst

at  Lonsec Group

Graduate Investment Analyst
Kickstart Your Career as a Graduate Investment Analyst!
Are you a recent graduate excited to explore the world of finance? Join our renowned Research Team in Sydney or Melbourne and start your career journey as a Graduate Investment Analyst.
As a Graduate Investment Analyst, you will play a pivotal role in delivering high-quality managed funds product research to financial advisers and subscribers working alongside experienced 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.

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:

• Recent graduate with a focus on financial analysis and industry knowledge.
• Strong qualitative research skills, with the ability to distil financial information efficiently and convey it clearly and concisely.
• Proficient quantitative skills for data manipulation and analysis.
• Effective organisational and time management skills to meet deadlines and coordinate multiple tasks.
• Ability to work collaboratively within a close-knit team.
• Positive, friendly demeanor with a can-do attitude.
• Excellent verbal and written communication skills, capable of engaging with senior external stakeholders.
• Demonstrable understanding of investments, equities, and ETFs, or a keen interest to acquire such knowledge.

Essential qualifications:

• An undergraduate degree in a business or mathematical based discipline e.g. BComm, BBus, BA, BEc, BSc, BApSc

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
• Mentor groups
• Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)
• Social and charity events

Ready for an exciting career move? and be part of our awesome team!
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 14

• 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