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About the Role

This role is within a high-performing Investment Product & Services team, focusing on researching, evaluating, and delivering best-in-class managed investment solutions across public and private markets. The analyst will collaborate with senior investment professionals and the Investment Committee, gaining exposure to sophisticated portfolio construction and global investment strategies, including sustainable investing. This opportunity is for a driven analyst seeking to deepen investment expertise, work with industry leaders, and make a significant impact in a fast-paced, collaborative environment.

Responsibilities

Support research, selection, and monitoring of managed funds across asset classes for the firm’s Approved Product List.
Analyze 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 on portfolio construction and asset allocation decisions.
Assist in developing client-facing investment materials and insights for 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 data integrity.
Contribute to the growth of sustainable investment offerings and innovative solutions.
Collaborate with advisers to deliver actionable investment ideas and support client engagement.

Requirements

4–5 years’ experience in investment analysis, funds management, or a related field.
Strong analytical and critical thinking skills to interpret data and market insights.
Excellent communication skills for presenting ideas and cross-team collaboration.
High attention to detail and ability to manage multiple priorities and deadlines.
Proactive, self-starting mindset with resilience and curiosity.
Degree in Finance, Commerce, or Business (RG146 or willingness to obtain).

Skills

Analytical thinking
Critical thinking
Communication
Attention to detail
Prioritization
Deadline management
Proactive mindset
Self-starting
Resilience
Curiosity

Experience Level

4–5 years’ experience in investment analysis, funds management, or a related field

Education Level

Degree in Finance, Commerce or Business
RG146 or willingness to obtain

Benefits

Ongoing employee development tailored to role and career path

About the Company

LGT Wealth Management was founded to bring global best practice in institutional quality investment portfolios to Australian clients.
The company was built from the ground up with a client-first commitment, entrepreneurial spirit, focus on best-in-class advice, and understanding of the Australian private wealth landscape.
In 2022, LGT Wealth Management became part of the LGT Group.
LGT Group provides global expertise, stability, and capability, allowing focus on client advice and deep expertise.
LGT is the largest Private Banking and Asset Management group globally owned by an entrepreneurial family.
As the family office of the Princely House of Liechtenstein, LGT has extensive experience in managing substantial assets.

Equal Opportunity

LGT Wealth Management is an equal opportunity employer.
Committed to embracing a diverse and inclusive work environment.
Aims to attract and retain the best people regardless of gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.