Associate Analyst – Listed Products (Equities & ETF's)The Lonsec group is one of Australia's leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help financial intermediaries & investors leverage our knowledge & expertise, and to equip them with the tools & insights they need to deliver high quality investment solutions. About The Role The role of Associate Analyst, based in Melbourne, reports to the Head of Equities and works collaboratively within a small team of four. The purpose of the role is to research ASX200 Equities, Hybrids and ETFs. Responsibilities: Equities – (ASX200) Provide commentary and valuations on ASX 200 listed companiesCompile sector and stock specific reports on a monthly basisCreate and distribute daily bulletins on Local, Global and Equity related contentMaintain Corporate Actions JournalAttend to general enquiries from Lonsec clients and staff.Listed Income (Hybrids): Monitor and update listed income (Hybrids) on a daily basis.Issue research on new debt/hybrid issues, as required.Exchange Traded Funds (ETF's) Analyse and conduct research on ETF products over a breadth of asset classes per an annual review cycle and in accordance with the published Lonsec research processEngage with ETF providers for periodic reviewsPrepare research reports for new and existing ETF's.About you: Previous experience (1-2yrs+) working with a research house, stockbroker, fund manager or corporate, with an emphasis on financial analysis and industry knowledge specific to equities.Research skills (qualitative) - a strong ability to synthesize and distil financial information down to key concepts and convey this in written form efficiently, clearly and concisely. Strong attention to detail is essential.A strong and demonstrable understanding of investment markets and asset classes.Ability to work as part of a close-knit team as well as autonomously whilst taking responsibility for meeting personal objectives.Expertise in Microsoft Excel (spreadsheets) and a strong working knowledge of Microsoft Word, PowerPoint and Adobe Acrobat.Undergraduate degree.Highly Regarded Qualifications: CFA – (or completing)Certified Investment Management Analyst (CIMA)Master of Business Administration / Economics / Commerce / Applied FinanceRG146 accreditationWhat we offer: Ongoing flexible working arrangementsFamily friendly work-life balancePaid parental leaveVolunteer and Study leaveGenuinely open and supportive culture with an approachable executive teamOngoing training and professional developmentWellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)Social and charity eventsIf 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 is 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, e.g., Citizen or Permanent Resident.
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