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 Responsibilties
- Provide support for investment communications and education material (written, video and audio). Ensure all content adheres to Legal and Brand guidelines before being submitted for approval to the Chief Investment Officer.
- Provide investment reporting support for IPS products, e.g., multi-asset portfolio solutions, SMAs, multi-asset index models. Ensure commentary is market-leading and leverages the CIO’s insights.
- Work closely with Senior Investment Comms Manager and other stakeholders throughout LGT Crestone (e.g., Delivery, IT, Front Office, Finance) to maximise the benefits of IPS’ IP. Work closely with the team to define and drive processes that maximise dissemination of knowledge.
- Take ownership of selected middle office responsibilities, including engaging with key stakeholders around NDAs, rebates, asset set-up, ECM/DCM support, as well as business analyst functions across the team.
- Conduct change management activities to build engagement and promote increased usage of IPS’ knowledge platform by the broader business (e.g., adviser and associate training sessions).
- Act as back-up to the knowledge platform, ensuring content and data remains relevant and look to refine processes, utilising automation software, where possible.
- Stay up to date with industry trends and developments in investment communications and knowledge management.
You About
- Degree or post-graduate qualified in Finance or Communications, Journalism.
- Excellent writing and editorial skills with a strong attention to detail.
- Financial modelling / use of automation software and understanding of business processes.
- Understanding of investment markets.
- Thorough understanding of knowledge management best practices.
- Knowledge of business intelligence software, such as Tableau, and InDesign skills an advantage.
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.
