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.
With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren’t working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.
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.
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.
Key Responsibilities
In this role, you will:
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
About You
You’re an analytical thinker with a passion for investments and a desire to grow your career in a high-calibre environment.
You will bring:
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
A degree in Finance, Commerce or Business (RG146 or willingness to obtain)
Why You’ll Love This Role
Collaborate with experienced investment professionals and gain exposure to sophisticated, global investment strategies, learning from industry leaders
Contribute directly to investment decisions for high-net-worth and ultra-high-net-worth clients, playing a meaningful role in portfolio outcomes
Be part of a forward-thinking team exploring sustainable investing and evolving market opportunities, with the backing of a global organisation and strong local presence
LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.
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.
Skills Required
- 4-5 years' experience in investment analysis, funds management, or a related field
- Degree in Finance, Commerce or Business (RG146 or willingness to obtain)
- Strong analytical and critical thinking skills with ability to interpret data and market insights
- Excellent communication skills with confidence to present ideas and collaborate across teams
- High attention to detail and ability to manage multiple priorities and deadlines
- Proactive, self-starting mindset with resilience and curiosity
What We Do
Forward-looking for generations LGT is an international private bank owned by the Princely Family of Liechtenstein with 23 locations in Europe, Asia, Australia, and the Middle East. Our solid capitalization, long-term thinking, and strategic focus underpin our strong values. These are rooted in 900 years tradition and entrepreneurial thinking. Digitization represents a key pillar of how we continually innovate to find better ways of doing things - today and for the future. Sustainable and social: Sustainability is a pillar of LGT's strategy. Thinking, managing, and investing sustainably are integral parts of our DNA. LGT has committed to reducing the net CO2 emissions from its operations and its investments to zero by 2030. The Princely Family’s view is that wealth itself isn't a purpose, but that it comes with a sense of responsibility. Being wealthy means embracing and acting on that responsibility, as well as passing these values on to the next generation. LGT as an employer: LGT is a vibrant, growing international company and employer. We are certified as a Great Place to Work by the international consulting and research institute of the same name. Whether you have a wealth of experience or are embarking on your first professional steps, LGT careers offer an empowering environment to realize your ambitions. Take your next career step at one of our 23 international locations: www.lgt.com/global-en/career/jobs Publishing information: www.lgt.com/global-en/publishing-information
