Investment Fund Analyst Melbourne SydneyCategory Investment ManagementWorkload Full Time (≥ 80%)Posted on 16 June 2026 Apply now Share this article linkedin facebook whatsapp via email About Us 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 experience in the management of sizeable sums of assets. Your challenge 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 ListAnalyse fund manager reports, market trends and portfolio positioning to identify risks, opportunities and performance driversPrepare investment analysis and recommendations for internal committees, including quarterly and annual reviewsPartner with senior analysts and portfolio specialists to support portfolio construction and asset allocation decisionsAssist in developing client-facing investment materials and insights to support advisers and client conversationsEngage with fund managers, maintain due diligence notes, and contribute to robust investment processesSupport operational processes including fund administration, reporting, and maintaining data integrityContribute to the growth of sustainable investment offerings and innovative investment solutionsCollaborate with advisers to deliver actionable investment ideas and support client engagement initiatives Your profile 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 fieldStrong analytical and critical thinking skills, with the ability to interpret data and market insightsExcellent communication skills, with the confidence to present ideas and collaborate across teamsHigh attention to detail and the ability to manage multiple priorities and deadlinesA proactive, self-starting mindset with resilience and curiosityA 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 leadersContribute directly to investment decisions for high-net-worth and ultra-high-net-worth clients, playing a meaningful role in portfolio outcomesBe part of a forward-thinking team exploring sustainable investing and evolving market opportunities, with the backing of a global organisation and strong local presence Interested in the role? Complete the online application. We look forward to getting to know you. Apply now Contact Bianca Barnston Talent Acquisition Sourcing Specialist LGT Wealth Management Limited Discover more about LGT Wealth Management Our company LGT Wealth Management is part of LGT Group, which is owned by the Princely Family of Liechtenstein. Logout