Lonsec Research & Ratings - Graduate Investment Analyst

Are you curious about financial markets and eager to kick‑start your career in investment research? We’re looking for an enthusiastic and resourceful Graduate Investment Analyst to join our team in Sydney or Melbourne. This is an exciting opportunity to learn from experienced professionals, build a strong foundation in managed fund analysis, and contribute to insights that support financial advisers and investors in their decision‑making.

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 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.

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:

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

1 + 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 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