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About the Role

This role suits someone who wants to build a career in Funds Management via the exposure to fundamental company research, working closely with the Portfolio Managers and a small, close-knit research team.

Responsibilities

• Support fundamental research across companies and industries, including financial analysis, valuation work, industry mapping, and due diligence that will ultimately deliver alpha for clients.
• Contribute to the development of investment theses and help generate insights to support portfolio positions.
• Build and maintain financial models to assess investment opportunities and risks.
• Present research findings and ideas to the Portfolio Manager and be ready to explain and defend your thinking.
• Help monitor portfolio holdings, industry developments, and market trends.
• Engage with company management teams, industry participants, and external research providers.
• Support Portfolio Managers with regular reporting requirements along with supporting the creation of presentation and marketing material.

Requirements

• Ideally you will have 3–5 years’ experience in Australian equities research or investment analysis, with some diverse buy-side exposure preferred.
• An independent thinker who can form original views and is curious and analytical enough to stress-test and defend them.
• Someone who will feel at home in a small, boutique investment manager environment - comfortable with autonomy, informality, and close collaboration.
• Strong written and verbal communication skills.

Skills

• Financial analysis
• Valuation
• Financial modeling
• Quantitative capability
• AI LLM's
• Database development tools

Location

• Sydney

Work Type

• Permanent
• Hybrid

Experience Level

• 3-5 years’ experience

Education Level

• Relevant undergraduate degree (banking, finance, mathematics or engineering)
• Postgraduate qualification (CFA or Masters) is a plus

Benefits

• Gain exposure to all aspects of the investment process, from idea generation through to portfolio construction.
• Join a growing, research-driven investment business with an entrepreneurial culture.
• Develop your investment skills within a high-conviction, fundamental investing environment.
• Genuine long-term career development opportunities.
• Flexible working practices

About the Company

• Fidante are one of Australia’s largest active investors, offering compelling strategies across equities, fixed income, and alternative assets, via partnerships with leading investment teams.
• Fidante is a multi-boutique investment manager, wholly owned by Challenger Limited an ASX-listed investment management firm managing $123.9 billion in assets (as at 30 June 2025).
• We achieve our goals by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.

Equal Opportunity

• We value inclusion and diversity of thought, promote flexible working practices so our people can integrate their work and personal lives, and are proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality.
• We believe in bringing your authentic self and a belonging in our culture.
• We are prideful in participating in the Australian Workplace Equality Index (AWEI) as a national benchmark on LGBTQ+ workplace inclusion and best practice in Australia.
• We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.