Investment Analyst – Sydney
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 $***** billion in assets (as at 30 June ****).
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.
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.
Solid 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.
#LI-Fidante #LI-GW1 #LI-Hybrid
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: Permanent
Posting Close Date : 11/09/2026
Life at Challenger is fast moving and always exciting.
Together we're driving to deliver our vision to provide our customers with financial security for retirement.
Our people bring their diverse backgrounds and perspectives to a workplace which is inclusive, flexible, and driven by our values – act with integrity, aim high, collaborate and think customer.
Our environment is one where our passionate teams can thrive.
Our people quickly discover that a role at Challenger is much more than just a job.
Our working environment is unique and encourages our employees to share their ideas and feel empowered to tackle new opportunities.
#J-*****-Ljbffr

📌 Investment Analyst – Fidante, Sydney (New South Wales)
🏢 Challenger
📍 New South Wales