Senior Investment Analyst (Expression of Interest)

at  Lonsec

ESSENTIAL QUALIFICATIONS:

• Undergraduate Degree

ABOUT THE ROLE

The Senior Investment Analyst plays a dynamic role in delivering in-depth managed funds product research to financial advisers and other stakeholders. The analyst will engage with a diverse array of asset classes as required by the Sector Manager. This may include Australian and Global Equities, Fixed Income, as well as Alternatives and various product structures, such as Listed and Unlisted Managed Funds, Listed Investment Companies, Listed Investment Trusts, and other Exchange Traded Products.
This is a permanent full-time opportunity in our Melbourne or Sydney offices, offering a hybrid work arrangement.

RESPONSIBILITIES:

• Conduct in-depth analysis of managed funds products, turning complex data into clear, actionable insights.
• Interview investment managers and assess product performance, preparing detailed reports.
• Create Fund Review and industry outlook reports, and communicate findings with clients.
• Contribute to our research process through participation in ratings committees and by sharing innovative ideas.Represent the team at industry conferences and PD days, delivering research insights to a broader audience.