Associate Investment Analyst

at Lonsec

Sydney, New South Wales 2000, Australia • Full-time

AI Job Summary

Experience researching managed funds products across relevant asset classes, including listed/unlisted managed funds and
Experience preparing research reports covering people/resources, investment style/objectives, research approach, and
Expertise in Microsoft Excel and strong working knowledge of Word, PowerPoint, and Adobe Acrobat.

Role Type

Permanent • Full-time • Associate

Description

Analyse and conduct research on managed funds products within the relevant asset class as per the Annual Review Cycle, under the guidance and direction of Senior Investment Analysts and Sector Managers.
Provide research support to the Managed Funds Research team.
Undertake reviews of Investment Managers as assigned by the Sector Manager and in conjunction with other Analysts – collecting and synthesizing written information, assessing the merits of products and preparing research reports covering people and resources, investment style and objectives, research approach, portfolio construction and risk management.
Contribute to the broader Lonsec Research team – Provide content to the daily bulletin email and being involved in the broader business.
Other duties as reasonably required