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
#LI-GW1 #LI-Fidante #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 :
20/06/2026
