Graduate Investment Analyst
Core
Conduct research on managed funds products across diverse asset classes (Equities, Fixed Income, Property, Infrastructure, Alternatives) to support financial advisers and subscribers.
Role type
Graduate Investment Analyst (via careerplan.io/jobs/0d1483c4-5e66-427d-901a-a83061c79785-graduate-investment-analyst-at-lonsec)
Builds
Research reports (Fund Profile, Fund Viewpoint, Annual Reviews), daily bulletins, and investment outlooks for external clients.
Domain
Financial Services / Asset Management
Required skills
Financial research and analysis, Investment manager evaluation, Written report synthesis, Portfolio construction understanding, Risk management assessment, Client communication, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe Acrobat
Preferred skills
Prior internship or experience at a research house, stockbroker, financial advice firm, fund manager, or corporate
Responsibilities
Analyze and research managed funds products within the Annual Review Cycle, Review investment managers and prepare research reports on people, resources, style, and risk, Communicate with external clients to address queries, Contribute to daily bulletin emails and broader team content
Seniority
Entry-level, recent graduate
