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About the Role
As an Investment Fund Analyst, you’ll play a critical role within a high-performing Investment Product & Services team, helping to research, evaluate and deliver best-in-class managed investment solutions across public and private markets. Working closely with senior investment professionals and the Investment Committee, you’ll gain exposure to sophisticated portfolio construction and global investment strategies, while contributing to innovative areas such as sustainable investing. This is an exciting opportunity for a driven analyst who wants to deepen their investment expertise, work alongside industry leaders, and make a meaningful impact in a fast-paced, collaborative environment.
Responsibilities
- Support the research, selection and ongoing monitoring of managed funds across asset classes, contributing to the firm’s Approved Product List
- Analyse fund manager reports, market trends and portfolio positioning to identify risks, opportunities and performance drivers
- Prepare investment analysis and recommendations for internal committees, including quarterly and annual reviews
- Partner with senior analysts and portfolio specialists to support portfolio construction and asset allocation decisions
- Assist in developing client-facing investment materials and insights to support advisers and client conversations
- Engage with fund managers, maintain due diligence notes, and contribute to robust investment processes
- Support operational processes including fund administration, reporting, and maintaining data integrity
- Contribute to the growth of sustainable investment offerings and innovative investment solutions
- Collaborate with advisers to deliver actionable investment ideas and support client engagement initiatives
Requirements
- 4–5 years’ experience in investment analysis, funds management, or a related field
- Strong analytical and critical thinking skills, with the ability to interpret data and market insights
- Excellent communication skills, with the confidence to present ideas and collaborate across teams
- High attention to detail and the ability to manage multiple priorities and deadlines
- A proactive, self-starting mindset with resilience and curiosity
Skills
- Investment analysis
- Funds management
- Analytical thinking
- Critical thinking
- Data interpretation
- Market insights
- Communication
- Collaboration
- Attention to detail
- Priority management
- Proactive mindset
- Resilience
- Curiosity
- Sustainable investing
Experience Level
- 4-5 years
Education Level
- Degree in Finance, Commerce or Business (RG146 or willingness to obtain)
Benefits
- Ongoing development managed and tailored to your role and future career path
About the Company
- LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.
- In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model.
- Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.
Equal Opportunity
- LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment.
- We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.