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.
About the Opportunity
An exciting newly created opportunity within our Investment Products and Services (IPS) team will see you work closely with team members to drive smooth, efficient, and scalable delivery of investment services. In this role, you will collaborate with various internal stakeholders, supporting cross-functional coherence and the integration of IPS capabilities across the business. You will also play a key part in supporting the IPS COO function by enhancing visibility, structure, and operational discipline across IPS activities. Additionally, you will help foster a culture of accountability and compliance within IPS by providing proactive governance support.
Key Responsibilities
- Support execution of Investment offerings (e.g. capital markets and alternatives) by assisting with pre-trade activities such as deal structuring, bookbuild, offer launch and engagement with stakeholders to facilitate execution.
- Assist with scheduled distribution of IPS content to internal platforms and channels including upload into client reporting tools such as our client portal.
- Help identify opportunities to streamline IPS processes, improve cross-functional workflows, minimise manual work, and assist with implementing efficiency solutions including automation.
- Lead the IPS Small Change program – tracking IT enhancement requests, liaising with IPS stakeholders on prioritisation, providing visibility on progress and liaising with Delivery on IPS signoffs and UAT.
- Day-to-day administration of IPS tech tools, platforms, market data portals including maintenance of a centralised tech register for IPS.
- Help IPS maintain internal user guides and documentation to support consistent use of tools/systems, enable knowledge retention and continuity of IPS processes.
- Assist in maintaining IPS governance artefacts including policy library, review schedule and audit trails.
- Help with vendor management tasks and compiling responses for due diligence questionnaires to ensure timely and comprehensive submissions
- Co-ordinate internal and external audit requests for IPS and track follow-ups to ensure timely and well evidenced responses.
- Collaborate with Finance Innovation team to develop reporting tools & dashboards providing visibility into IPS activities, impact and key metrics.
- Maintain centralised team records for IPS such as internal templates, process documentation, risk controls and assist with business continuity planning.
- Deliver general management support to IPS COO function in qualitative and quantitative analyses, reports and presentations.
- Provide ad hoc support across Products & Services (P&S), assisting with administrative tasks, document preparation and basic analysis to help the IPS functions as needed.
About You
You bring over 2 years of experience in financial services or investment operations, with a strong background in business coordination, process analysis, and documentation. You are comfortable navigating data analytics and process automation, and have experience with fintech tools (this would be highly desirable). Ideally, you hold a degree in Finance, Business, Maths, Stats, or Business Administration, and any additional qualifications in information systems, data, or business analytics would be a significant plus. Your strong attention to detail and proactive approach will make you a valuable asset in driving operational efficiency and governance within the IPS team.
What’s in it For You?
- Competitive salary package
- Opportunity to participate in a discretionary bonus program
- Flexible working environment
- Support and various programs for our people (Employee Assistance Program, Health & Wellbeing, Employee Referral Program)
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.
