Job Description
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.
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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 ****).
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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.
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Investment Analyst - Sydney
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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.
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Support fundamental research across companies and industries, including financial analysis, valuation work, industry mapping, and due diligence that will ultimately deliver alpha for clients.
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Contribute to the development of investment theses and help generate insights to support portfolio positions.
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Build and maintain financial models to assess investment opportunities and risks.
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Present research findings and ideas to the Portfolio Manager and be ready to explain and defend your thinking.
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Help monitor portfolio holdings, industry developments, and market trends.
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Engage with company management teams, industry participants, and external research providers.
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Support Portfolio Managers with regular reporting requirements along with supporting the creation of presentation and marketing material.
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About You
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Ideally you will have 3–5 years' experience in Australian equities research or investment analysis,



with some diverse buy-side exposure preferred.
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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.
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An independent thinker who can form original views and is curious and analytical enough to stress-test and defend them.
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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.
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Someone who will feel at home in a small, boutique investment manager setting - comfortable with autonomy, informality, and close collaboration.
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Strong written and verbal communication skills.
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Why Apply?
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Gain exposure to all aspects of the investment process, from idea generation through to portfolio construction.
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Join a growing, research-driven investment business with an entrepreneurial culture.
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Develop your investment skills within a high-conviction, fundamental investing environment.
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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.
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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 chance for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.
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Job type:
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Permanent
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Posting Close Date:
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11/09/2026
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📌 Investment Analyst - Fidante, Sydney
🏢 Fidante
📍 Sydney