Description:
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.
Your Responsibilities
Create the house view
- Use your understanding of the global equity environment to construct and deliver global equity views across regions, sectors, and key investment themes;
- Develop a medium-term market view across the equity space and communicate this to internal and external stakeholders as a senior member of the investment team;
- Identify market changes which can be leveraged directly by Crestone's investment team and support the facilitation of this via the preparation of asset allocation analyses and recommendations to the Investment Committee.
Manage single stock recommendations
- Analyse the investment recommendations of our research partners and articulate these with Client Advisors and Crestone's clients;
- Manage domestic and global equity recommended lists that align with client circumstances and deliver rationale;
- Maintain active internal communication to ensure Client advisors are readily updated on equity research, views, and relevant news;
- Engage with client advisors and clients as appropriate to communicate the Crestone house on equities and how to position equity portfolio’s appropriately;
- Work with risk management to ensure that allocations are within investment guidelines and constraints;
Build the knowledge base
- Leverage knowledge within the Crestone investment team and in other areas of specialist expertise within the firm to generate thought leadership content;
- Attending industry conferences to obtain knowledge to share with broader IPS team;
- Collaborate with other IPS functions to maximise client investment opportunities. For example, leverage opportunities, contributing to model portfolios, contributing to weekly Investment Meetings with trade ideas.
Your qualifications
- Degree qualified in Finance, Maths or Business;
- RG146 accreditation, or willingness to complete
Your skills and experience
- 1-3 years of experience in financial markets, likely equities related in a sales, research, or portfolio management capacity.
- Recent university graduates with a passion for financial markets will be considered
- Knowledge of Australian and/or international equities
- Experience in sales, client contact or communications role;
- Ability to digest and communicate equity research to a broad audience quickly and accurately.
- Confident presentation style and the ability to communicate ideas clearly.
- Very strong Microsoft Excel skills.
- Customer service orientation.
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.