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.
Investment Analyst – Sydney
A unique opportunity for an Investment Analyst to join an established boutique investment team based in Sydney. 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.
Key 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.
About You
- Ideally you will have 3–5 years’ experience in Australian equities research or investment analysis, with some diverse buy-side exposure preferred.
- A relevant undergraduate degree (banking, finance, mathematics or engineering) and currently undertaking a postgraduate qualification (CFA or Masters) is a plus, but not a requirement.
- An independent thinker who can form original views and is curious and analytical enough to stress-test and defend them.
- Quantitative capability is advantageous. Practical project work using AI LLM’s or other database development tools (beyond Microsoft Office) is a genuine plus - we're interested in how you've applied these to real problems, not just familiarity with the tools.
- 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.
Why Apply?
- 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.
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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.
Job type:
PermanentPosting Close Date :
11/09/2026Skills Required
- 3-5 years' experience in Australian equities research or investment analysis
- Some diverse buy-side exposure
- Relevant undergraduate degree (banking, finance, mathematics or engineering)
- Currently undertaking or completed postgraduate qualification (CFA or Masters)
- Quantitative capability and financial modelling experience
- Practical project work using AI LLMs or database development tools (beyond Microsoft Office)
- Familiarity with Microsoft Office
- Strong written and verbal communication skills
- Independent, analytical thinker able to form and defend investment views
- Comfortable working autonomously in a small boutique investment manager environment
What We Do
Challenger Life is Australia’s largest provider of annuities and provides regular income to thousands of customers. We’re a multi-award-winning Life Company and have $23 billion in assets under management (as at 30 June 2023). Challenger is focused on providing customers with financial security for retirement. We do this by offering investment strategies that exhibit consistently superior performance, and by helping customers in retirement with safe and reliable income streams. As Australia’s largest annuity provider, we provide regular income payments to thousands of Australian retirees. Our lifetime annuities protect retirees from the risk of running out of money late in life. The regular retirement incomes we pay are backed by a high-quality investment portfolio, including fixed income and commercial property investments. These investments generate regular and predictable investment income, which we use to fund retirement incomes paid to our customers. For our social media disclaimer statement, visit: http://www.challenger.com.au/Disclaimer
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