Research Associate - Fidante at Challenger

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

31 Aug, 26

Salary

0.0

Posted On

02 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Market Analysis, Investment Product Knowledge, Client Reporting, Data Analysis, Excel, MS Office, Power BI, Stakeholder Management, RFI/RFP Completion, Meeting Coordination, Competitor Analysis, Communication Skills

Industry

Financial Services

Description

Fidante are one of Australia’s largest active investors, offering compelling strategies across equities, fixed income, and alternative assets, via partnerships with leading investment teams. Fidante is a multi-boutique investment manager, wholly owned by Challenger Limited an ASX-listed investment management firm managing $123.9 billion in assets (as at 30 June 2025). We achieve our goals by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed. Research Associate – Fidante This is a unique opportunity to join Fidante’s Research function, working closely with the Head of Research to support key relationships with research houses across the market. If you’re early in your research career and looking to build deep exposure to financial markets, investment products, and the research house ratings landscape, this role offers a hands-on learning environment with direct access to senior leadership. Based in our Sydney CBD office, you’ll enjoy flexible working (Typically 3 days in the office, 2 from home). About the role As a Research Associate, you’ll be a key support to the Head of Research, helping ensure the smooth coordination of research house ratings activity and delivery to Fidante’s affiliate partners. You’ll play a central role in keeping things moving from managing meeting logistics and reporting through to contributing to insights and analysis that support ratings outcomes. What you’ll be doing Acting as a key support to the Head of Research, helping coordinate day-to-day research house activity Managing logistics for research house review meetings, including scheduling and ensuring materials are delivered on time Supporting the completion of RFIs and RFPs in collaboration with internal teams and affiliates Producing reporting and insights, including competitor and research house analysis Pulling and analysing data (e.g. Power BI reporting) to support client conversations Assisting with client and affiliate queries, maintaining a high standard of service Supporting conference and event coordination within the research function Helping track research house ratings activity and supporting retention planning where required What you’ll bring We’re looking for someone with a genuine interest in investments and a strong foundation in financial markets. You’ll likely have around 2+ years’ experience in financial services ideally working in a Distribution or Client Service team. As well as; Knowledge of financial markets and investment products (essential) Exposure to funds management and research houses, potentially as an Associate responsible for client reporting and/or market insights. Strong attention to detail and ability to manage competing priorities Confident communication skills and a proactive approach Strong Excel and MS Office capability; exposure to Power BI would be highly regarded Relevant tertiary qualifications RG146 (preferred) Why Challenger At Challenger, we're agile enough to move quickly and large enough to invest in our people's growth. We offer flexibility, a culture that values contribution, and benefits that reflect how seriously we take our people. Discretionary bonus scheme. Employee share plan. Eighteen weeks paid leave for all new parents. Flexibility on when, and how, parental leave is taken. Challenger Day – one extra day off every year in recognition of the effort our people make. Subsidised on-site café and fantastic central location a stone's throw from Martin Place Metro Additional support leave (fertility treatment leave, gender affirmation leaves). Extra superannuation contributions. Access to Fitness Passport Free on-site yoga, mindfulness and Pilates classes Annual flu shots and skin checks challenger.com.au/about-us/careers/our-benefits #LI-GW1 #LI-Fidante #LI-Hybrid We value inclusion and diversity of thought, promote flexible working practices so our people can integrate their work and personal lives, and are proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality. We believe in bringing your authentic self and a belonging in our culture. We are prideful in participating in the Australian Workplace Equality Index (AWEI) as a national benchmark on LGBTQ+ workplace inclusion and best practice in Australia. We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference. Job type: Permanent Posting Close Date : 20/06/2026 Life at Challenger is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for retirement. Our people bring their diverse backgrounds and perspectives to a workplace which is inclusive, flexible, and driven by our values – act with integrity, aim high, collaborate and think customer. Our environment is one where our passionate teams can thrive. Our people quickly discover that a role at Challenger is much more than just a job. Our working environment is unique and encourages our employees to share their ideas and feel empowered to tackle new opportunities.

Responsibilities

Support the Head of Research in coordinating research house ratings activity and managing logistics for review meetings. Produce reporting and insights using data tools to support client conversations and affiliate partner delivery.