Lonsec Research & Ratings - Investment Analyst

Are you passionate about financial markets and investment research? We’re seeking a dynamic and motivated Investment Analyst to become a key part of our team, with opportunities for more junior candidates to start as an Associate Investment Analyst.  This is your chance to dive deep into the world of managed funds and contribute to meaningful insights that help shape the decisions of financial advisers and investors.

About Lonsec

Lonsec Research & Ratings is a leading investment research firm, empowering financial advisers, fund managers, and super funds with industry leading research, market insights, and portfolio construction tools. As part of the ASX‑listed Generation Development Group, we continue to strengthen our offering and expand our impact across the industry. Our mission is to fuel the financial industry's growth by providing unparalleled knowledge and expertise.

About The Role:

As an Investment Analyst, you’ll play an integral role in researching and analyzing a wide range of managed funds products. Over time, you’ll broaden your expertise across various asset classes, including Australian and Global Equities, Fixed Income, Property and Infrastructure, Alternatives, and Multi-Asset, as well as diverse investment vehicles like Listed and Unlisted Managed Funds, Listed Investment Companies, and Exchange-Traded Products.

This is a role for someone who thrives in a collaborative and supportive environment while having the opportunity to take ownership of their research and contribute to a wider team effort.

Responsibilities:

Conduct in-depth research: You’ll analyze and evaluate managed funds products across various asset classes, following the Annual Review Cycle, and working closely with Senior Investment Analysts and Sector Managers to develop valuable insights.

Collaborate with experts: Engage with Investment Managers and fellow Analysts in review meetings, contributing to discussions that shape investment strategies.

Prepare detailed reports: Craft research reports that evaluate investment products, covering everything from portfolio construction to risk management, and ensuring they are clear, insightful, and actionable.

Engage with clients: Connect with external clients to answer queries and provide valuable insights on managed funds products, helping them make informed investment decisions.

Contribute to team growth: Share your ideas in peer reviews, model portfolio discussions, and process development sessions. Your input will help strengthen the integrity of our research and the broader business.

Stay involved: Support the wider team by contributing content to our daily bulletin and engaging in various team activities to foster a vibrant and collaborative culture.

About You:

3+ 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 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)

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