Portfolio Specialist, Multi Asset

LGT Crestone 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.

We're currently looking for a Portfolio Specialist to join our Investments, Products and Services (IPS) team. Our investment team consists of investment professionals with deep expertise in macroeconomic research, portfolio construction, asset allocation and investment selection. As a member of IPS, your role is to support the portfolio management/construction function and effectively communicate recommendations to advisers and clients. Our best ideas are encapsulated in a series of model and discretionary portfolios to meet different client needs. You will work with the team to support investment decisions, developing & maintaining model portfolios, discretionary portfolios and portfolio analytics.

You will also deliver comprehensive reporting, performance analysis, and data analytics. Collaborate with the portfolio manager and the broader IPS team to maintain quantitative and qualitative analysis to support portfolio decisions. Additionally, you will help and provide investment advisers support in positioning portfolios. The role also involves managing relationships with key fund managers, advisers and developing new models and solutions.

Support the investment process

• Give input into LGT Crestone's product list
• Assist in managing all aspects of multi asset investment strategies
• Provide support on daily portfolio management tasks including portfolio rebalancing, liquidity management, performance management, risk management
• Provide analytical and qualitative support to portfolio design and new model development

Support the Investment Advisers

• Understand the product offering and express to advisers in written and verbal form
• Assist with sales pitches with active and prospective clients
• Assist advisers in matching client needs with an appropriate consideration of factors such as risk tolerance, liquidity and return/income requirements
• Consistently bring LGT Crestone expertise and content to advisers and clients
• Position IPS value add across the firm

Data Collection and Analysis

• Gather and analyse data from various sources to support portfolio construction framework, ensuring adherence to established data governance protocols
• Apply statistical techniques to interpret and analyse complex datasets
• Recognise, assess, and interpret trends, patterns, and anomalies within key performance indicators across diverse data sets
• Filter and clean data to ensure its integrity for analysis

Reporting

• Integrate data insights into regular reports, supporting continuous improvement efforts
• Use analysis to identify opportunities for process optimisation and enhance business outcomes
• Assist with report preparation, contributing to quality management and ongoing analysis efforts
• Provide valuable input into model portfolio construction, including asset allocation strategies, fund research, and portfolio selection
• Support adviser services by contributing quantitative insights, tools, and analysis

• Experience in data analysis, investment reporting, or consulting within asset management, research firms, dealer groups, or funds management is preferred but not essential
• Strong quantitative research skills, including the ability to analyse data and contribute to asset allocation analysis
• Excellent organisational skills, with a proven track record of managing multiple tasks and meeting deadlines in a fast-paced environment
• In-depth understanding of investment markets, asset classes, and portfolio construction
• Effective communication skills, capable of building relationships with clients and providing clear, actionable insights
• A collaborative approach to working independently and within team settings
• Proficiency in Microsoft Excel, Word, PowerPoint, and Adobe Acrobat
• A demonstrated passion for finance, investment, and continued professional development

• A relevant undergraduate degree (e.g., BComm, BBus, BA, BEc, BSc, BApSci)
• Preferred (but not essential):
  • Honours Year or additional postgraduate qualifications in Finance, Management, Commerce, Financial Planning, or similar fields
  • Certification such as CIMA or CFA
  • MBA, Economics, Applied Finance, or related disciplines
• Required qualifications for research authorship on published reports
• RG146 Accreditation required for client-facing interactions with retail audiences

LGT Crestone is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.

LGT Crestone 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.