Lonsec Research & Ratings - People and Culture Business Partner

We’re seeking an experienced People & Culture Business Partner to join our Sydney team and work closely with senior leaders to shape a high-performing, compliant, and values-driven workplace.

About Lonsec

Lonsec is one of Australia’s leading investment research and insights providers, trusted by financial advisers, fund managers, and super funds for our deep expertise, forward-thinking analysis, and powerful portfolio tools. Our mission is to drive smarter investment decisions and support the growth of the financial industry through cutting-edge research and actionable insights.

About The Role:

The People & Culture (P&C) Business Partner is a key role partnering closely with Executives. The role balances strategic partnering with hands-on delivery, with a strong focus on regulatory compliance, risk management, and fostering an ethical, customer-centric culture aligned with industry standards.

This role is responsible for managing end to end recruitment, assisting with staff development activities and the onboarding and offboarding of staff within the Lonsec group. 

Responsibilities:

Strategic Business Partnering

Partner with senior leaders to understand business priorities and deliver HR strategies aligned to organisational goals

Provide commercially focused advice on workforce planning, organisational design, and talent management

Act as a trusted advisor, offering insights and solutions to people-related challenges

Contribute to a high-performance, engaged, and values-driven culture

Employee Relations, Performance & Advisory

Provide guidance and coaching to managers on employee relations matters, including performance, conduct, and policy interpretation

Manage employee relations issues end-to-end, including investigations, conflict resolution, and disciplinary processes

Support performance management processes including goal setting, reviews, development planning, and addressing capability gaps

Contribute to succession planning, leadership development, and remuneration decisions (salary reviews and promotions)

Ensure consistent and fair application of HR policies and facilitate effective communication between employees and leadership

Talent Acquisition & Workforce Planning

Lead end-to-end recruitment, partnering with hiring managers to deliver timely and effective hiring outcomes

Develop and execute sourcing strategies (e.g. LinkedIn Recruiter, SEEK) and build proactive talent pipelines

Ensure position descriptions, hiring briefs, and recruitment processes are aligned to business needs and organisational structure

Manage external recruitment agencies and ensure provider agreements are compliant and up to date

HR Operations, Compliance & Reporting

Oversee HR operations across the employee lifecycle, ensuring efficient, compliant, and consistent people processes

Maintain accurate employee records to support payroll, reporting, and compliance requirements

Prepare and manage employment documentation, including contracts, letters, and organisational change communications

Deliver HR reporting and analytics (e.g. workforce data, salary reporting, recruitment metrics, regulatory reporting such as ABS and WGEA)

Manage regulatory and compliance requirements in collaboration with Risk and Compliance

Onboarding, Offboarding & Employee Experience

Oversee end-to-end onboarding and induction processes, including pre-employment checks and new starter experience

Manage offboarding processes, including exit interviews, compliance requirements, and return of company property

Analyse employee lifecycle data (e.g. exit feedback) to identify trends and inform retention and engagement strategies

Continuously enhance the employee experience across the lifecycle

Learning & Development

Identify training needs and implement targeted learning and development initiatives in partnership with leaders

Support employee development planning, including post-probation and ongoing capability building

Source and coordinate internal and external training opportunities

Projects, Engagement & Continuous Improvement

Support HR planning and organisational initiatives aligned to business priorities

Contribute to continuous improvement of HR processes, systems, and policies

Coordinate HR activities, meetings, and stakeholder engagement

Support employee benefits and wellbeing initiatives

Undertake additional HR projects and responsibilities as required

About You:

Bachelor's degree in Human Resources, Business Administration, or a related field

4+ years experience in a HR Advisor or HR Generalist role within financial services

Experience supporting leaders and managers with day-to-day HR advisory across the employee lifecycle

Proven ability to manage employee relations matters, including performance management, conduct issues, and workplace investigations

Experience contributing to or partnering on workforce planning, organisational design, and talent initiatives

Exposure to end-to-end recruitment and onboarding processes

Experience with planning of training and development activities for employees

Experience with HRIS systems (Employment Hero or similar experience preferred)

Strong attention to detail coupled with excellent writing skills.

Strong time management skills to meet deadlines and coordinate responsibilities.

Exceptional communication and relationship management skills in order to build rapport with candidates and manage external recruiter relationships.

Ability to work in a close-knit team as well as autonomously, whilst taking responsibility for meeting personal objectives.

MS Word

MS Excel (intermediate to advanced)

MS Outlook

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 driven professional with a passion for financial services and thrive in a dynamic, client-focused environment, we’d love 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