Lonsec

Financial Planning and Analysis

• Conduct in-depth analysis of managed funds products, turning complex data into clear, actionable insights.
• Interview investment managers and assess product performance, preparing detailed reports.
• Create Fund Review and industry outlook reports, and communicate findings with clients.
• Contribute to our research process through participation in ratings committees and by sharing innovative ideas.
• Represent the team at industry conferences and PD days, delivering research insights to a broader audience.

Senior Investment Analyst

• 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

Senior Investment Analyst – Private Markets

Analyst

• Provide admin and project support across multiple teams
• Assist with documents, reporting, and data management
• Coordinate meetings, workshops, and internal communications
• Support compliance, marketing, and strategic product initiatives
• Maintain records, participate in projects, and carry out other duties

Graduate Analyst

Consultant

• Build and manage tailored portfolios that align with client needs and Evidentia’s investment philosophy
• Lead client relationships and serve as the primary contact
• Communicate investment views and present recommendations to client investment committees
• Oversee the preparation of client reporting and investment committee packs
• Drive FUM and revenue growth across the client base
• Work closely with the Manager Research team on manager selection and portfolio construction
• Apply Evidentia’s proprietary tools for portfolio modelling, trading, and risk management
• Represent Evidentia in client meetings, industry forums, and adviser engagements

Senior Asset Consultant

Business Development Rep

• Work collaboratively with the Head of Sales to shape and execute strategies aligned with Lonsec’s broader objectives, including client segmentation and new business development.
• Build and maintain trusted relationships with Fund Managers and key stakeholders, acting as the main contact for client accounts to ensure strong engagement and satisfaction.
• Partner with Marketing to analyse industry trends and client needs, helping inform sales tactics and guide product development initiatives.
• Manage CRM tools for accurate forecasting, maintain a healthy pipeline, and report against KPIs to drive continual improvement.
• Work closely with internal teams to foster a positive, client-focused culture while supporting broader business goals and cross-functional initiatives.

Business Development Manager

Business Analyst

• Lead end-to-end requirements gathering and solution design for AI and tech initiatives
• Translate business needs into clear functional specs, user stories, and acceptance criteria
• Collaborate on AI strategy, evaluating solutions and supporting implementation across platforms
• Analyse and optimise business processes using AI and automation to improve efficiency
• Build strong stakeholder relationships and communicate complex concepts clearly
• Perform data analysis to support decisions and ensure data quality and governance
• Coordinate testing activities, including UAT, and support change management
• Mentor junior analysts and contribute to best practice frameworks across the business.

Senior Business Analyst

Solutions Engineer

• Design, build, and maintain ETL/ELT pipelines using Python and Azure Data Services.
• Develop and optimise SQL-based data models and queries for reporting and analytics.
• Integrate data across systems using APIs, cloud services, and custom connectors.
• Collaborate with cross-functional teams in Agile/Scrum environments to deliver business-focused solutions.
• Ensure data quality, governance, and compliance with internal frameworks.
• Document technical solutions and mentor junior team members.
• Contribute to continuous improvement of data architecture and integration practices.