Investment Analyst, Alternatives

3 weeks ago

Sydney, Australia LGT Gruppe Holding AG Full time

Category
- Investment Management
- Workload
- Full Time ( 80%)
- Posted on
- 4 March 2025

***:
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of eperience in the management of sizeable sums of assets.

**Your challenge***:
**Your Responsibilities**: Private markets and broader alternative assets are more diverse than traditional asset classes and typically come with added comple
- ities beyond research and governance.To that effect, your responsibilities will fall within four verticals depicted below, with a primary focus on both investment research and governance, and e
- ecution and implementation.All team members participate across all core verticals including Education, Sales and Content Management; Investment research and governance; Product development and Relationship management and E
- ecution and Implementation.

Education, sales and content management

Epress the LGT Crestone recommended list view in written and verbal form through a variety of channels, including weekly investment meetings (presentation to advisors and associates) and client-friendly (branded) materials utilised by advisors in the conte
- t of personal advice.
- Produce actionable ideas consistent with the CIO view to support improved portfolio construction and growth of preferred alternative investment strategies.
- Work with Private Markets and broader Traditional Funds and Sustainable Investment teams to co-ordinate regular fund manager updates and briefings to Investment Advisors and Associates.Support ongoing Investment Advisor education/training utilising e
- ternal fund manager relationships where appropriate.
- Partake in direct sales activities with active and prospective clients in conjunction with the Investment Advisers, and ensure content utilises and presented is in accordance with appropriate compliance in relation to managed investments.Consistently bring LGT Crestone e
- pertise and content to advisers / clients through a regular flow of relevant market and product updates.Work with internal (including Advisory and Marketing) and eternal stakeholders to support successful event and media strategy relating to e
- isting and new alternative investment strategies, supporting Investment Advisor sales and growth of the alternative investment platform, and to maintain and improve LGT Crestone brand awareness across the market.

Investment research and governance
- Support the research and governance process for LGT Crestone’s recommended and broader accessible managed investments across private markets and broader alternative assets classes.
- Support the ongoing development of a credible and robust framework for the selection, maintenance, and removal of managed funds to/from LGT Crestone’s APL.Leverage e
- ternal research consultants and fund manager relationships (where appropriate) within the research process
- Prepare and present investment analyses and recommendations for consideration by the LGT Crestone Investment Committee, through analysis and engagement with fund managers and product across a broad range of asset classesConstruct, monitor and utilise performance benchmarks and peer groups for each sub-asset class across open
- and closed-end products and utilise internal and e
- ternal resources (e.g. Cobalt) to best present findings to the Investment Committee and broader business.
- Work with other investment team members to incorporate applicable views and insights into investment analyses (e.g. sustainable investments team to ensure investments meet required sustainability standards)
- Compile and distribute meeting notes following due diligence and update meetings, incorporating relevant information from standardised fund manager reporting and presentation materials.
- Keep informed on alternative asset class developments to both support research and product development efforts and provide guidance and content to Investment Advisors in addition to investment specific updates.
- Identify potential risks (and opportunities) in fund positions and/or business and act accordingly to re-mediate or raise awareness.
- Attending industry conferences and select fund manager engagements to obtain knowledge to share with IPS and the broader business.

Product Development and Relationship Management

Maintain strong working relationships with the e
- ternal funds management community including those firms not currently invested with LGT Crestone.Engage with e
- isting and prospective investment partners to support development of best-in-class investment product designed for private clients, and to encourage best practice within the funds management community.
- Support necessary pre-raise structuring of closed-end funds, either with direct fund managers or third-party feeders, to cater for LGT Crestone’s operating model and inherent risks.Work with IPS and Advisory colleag

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