Research Associate - Fidante

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.

Research Associate – Fidante

• This is a unique opportunity to join Fidante’s Research function, working closely with the Head of Research to support key relationships with research houses across the market.

• If you’re early in your research career and looking to build deep exposure to financial markets, investment products, and the research house ratings landscape, this role offers a hands-on learning environment with direct access to senior leadership.

• Based in our Sydney CBD office, you’ll enjoy flexible working (Typically 3 days in the office, 2 from home).

About the role

As a Research Associate, you’ll be a key support to the Head of Research, helping ensure the smooth coordination of research house ratings activity and delivery to Fidante’s affiliate partners.

You’ll play a central role in keeping things moving from managing meeting logistics and reporting through to contributing to insights and analysis that support ratings outcomes.

What you’ll be doing

• Acting as a key support to the Head of Research, helping coordinate day-to-day research house activity

• Managing logistics for research house review meetings, including scheduling and ensuring materials are delivered on time

• Supporting the completion of RFIs and RFPs in collaboration with internal teams and affiliates

• Producing reporting and insights, including competitor and research house analysis

• Pulling and analysing data (e.g. Power BI reporting) to support client conversations

• Assisting with client and affiliate queries, maintaining a high standard of service

• Supporting conference and event coordination within the research function

• Helping track research house ratings activity and supporting retention planning where required

What you’ll bring

We’re looking for someone with a genuine interest in investments and a strong foundation in financial markets.

You’ll likely have around 2+ years’ experience in financial services ideally working in a Distribution or Client Service team.

As well as;

• Knowledge of financial markets and investment products (essential)

• Exposure to funds management and research houses, potentially as an Associate responsible for client reporting and/or market insights.

• Strong attention to detail and ability to manage competing priorities

• Confident communication skills and a proactive approach

• Strong Excel and MS Office capability; exposure to Power BI would be highly regarded

• Relevant tertiary qualifications

• RG146 (preferred)

Why Challenger

At Challenger, we're agile enough to move quickly and large enough to invest in our people's growth. We offer flexibility, a culture that values contribution, and benefits that reflect how seriously we take our people.

• Discretionary bonus scheme. 

• Employee share plan. 

• Eighteen weeks paid leave for all new parents. 

• Flexibility on when, and how, parental leave is taken. 

• Challenger Day – one extra day off every year in recognition of the effort our people make. 

• Subsidised on-site café and fantastic central location a stone's throw from Martin Place Metro 

• Additional support leave (fertility treatment leave, gender affirmation leaves). 

• Extra superannuation contributions. 

• Access to Fitness Passport

• Free on-site yoga, mindfulness and Pilates classes

• Annual flu shots and skin checks

challenger.com.au/about-us/careers/our-benefits

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.

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