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
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Investment Fund Analyst in Melbourne employer: LGT
LGT Wealth Management is an exceptional employer that values expertise and autonomy, providing a dynamic work environment in the heart of Sydney. With a strong focus on employee growth, you will have opportunities to mentor junior associates while delivering top-tier service to high net worth clients. Our collaborative culture fosters innovation and professional development, making it a rewarding place to advance your career in private wealth advisory.
