Job Title

Portfolio Specialist, Multi Asset page is loadedPortfolio Specialist, Multi AssetApply locations Melbourne Sydney time type Full time posted on Posted 9 Days Ago job requisition id JR6583LGT 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 werent 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.About the RoleWe''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.Position Responsibilities:Support the investment processGive input into LGT Crestones product listAssist in managing all aspects of multi asset investment strategiesProvide support on daily portfolio management tasks including portfolio rebalancing, liquidity management, performance management, risk managementProvide analytical and qualitative support to portfolio design and new model developmentSupport the Investment AdvisersUnderstand the product offering and express to advisers in written and verbal formAssist with sales pitches with active and prospective clientsAssist advisers in matching client needs with an appropriate consideration of factors such as risk tolerance, liquidity and return/income requirementsConsistently bring LGT Crestone expertise and content to advisers and clientsPosition IPS value add across the firmData Collection and AnalysisGather and analyse data from various sources to support portfolio construction framework, ensuring adherence to established data governance protocolsApply statistical techniques to interpret and analyse complex datasetsRecognise, assess, and interpret trends, patterns, and anomalies within key performance indicators across diverse data setsFilter and clean data to ensure its integrity for analysisReportingIntegrate data insights into regular reports, supporting continuous improvement effortsUse analysis to identify opportunities for process optimisation and enhance business outcomesAssist with report preparation, contributing to quality management and ongoing analysis effortsProvide valuable input into model portfolio construction, including asset allocation strategies, fund research, and portfolio selectionSupport adviser services by contributing quantitative insights, tools, and analysisYour skills and experienceExperience in data analysis, investment reporting, or consulting within asset management, research firms, dealer groups, or funds management is preferred but not essentialStrong quantitative research skills, including the ability to analyse data and contribute to asset allocation analysisExcellent organisational skills, with a proven track record of managing multiple tasks and meeting deadlines in a fast-paced environmentIn-depth understanding of investment markets, asset classes, and portfolio constructionEffective communication skills, capable of building relationships with clients and providing clear, actionable insightsA collaborative approach to working independently and within team settingsProficiency in Microsoft Excel, Word, PowerPoint, and Adobe AcrobatA demonstrated passion for finance, investment, and continued professional developmentYour qualificationsA 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 fieldsCertification such as CIMA or CFAMBA, Economics, Applied Finance, or related disciplinesRequired qualifications for research authorship on published reportsRG146 Accreditation required for client-facing interactions with retail audiencesLGT 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.Similar Jobs (1)Capital Markets and Fixed Income Specialistlocations Sydney time type Full time posted on Posted 12 Days Ago #J-18808-Ljbffr