Financial Director leading investment strategy and oversight for real estate division at W.C. Bradley Co. Collaborating with teams to ensure compliance, accuracy, and performance maximization.
About the role
- Senior Investment Analyst at Lonsec focusing on private markets within Alternatives sector. Conducting in-depth research and mentoring junior analysts while supporting team initiatives.
Responsibilities
- Conduct in-depth research on private markets managed funds under the guidance of the Sector Manager
- Coordinate and participate in review meetings with Investment Managers and Analysts
- Prepare detailed research reports and investment reviews across various asset classes
- Communicate research insights to clients and respond to product-related queries
- Mentor junior analysts and contribute to the development of research processes
- Support broader team initiatives, including rating committees and daily bulletin contributions
- Other duties as reasonably required
Requirements
- Undergraduate degree in Finance, Economics, or a related field; postgraduate qualifications (MBA, CIMA, CFA) highly regarded
- RG146 accreditation required for authorship of published research reports
- 5–7+ years of financial analysis experience across investment firms, superannuation, or similar environments
- Strong background in manager research across asset classes, with private markets experience highly valued
- Skilled in qualitative research with the ability to distill complex financial data into clear insights
- Excellent communication and interview skills, with confidence engaging senior stakeholders
- Highly organised and adaptable, with proven ability to manage competing priorities and deadlines
- Strong client relationship skills and a deep understanding of investment markets and asset classes
Benefits
- 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)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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