Portfolio Implementation Associate

LGT Crestone Portfolio Implementation Associate

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 Role

The Investment, Products and Services (IPS) team are responsible for the following areas: front office, markets commentary, portfolio construction and analysis, providing investment recommendations across the equity, fixed income, alternatives and cash asset classes, capital markets distribution and the execution of clients' investment activity.

We're looking for a Portfolio Implementation Associate to join the team and provide the operational activity required for our single manager portfolio implementation, on a day-to-day basis. This will include managing cash (foreign and domestic), portfolio exposure levels, order generation, execution and reporting.

Your Responsibilities

• Monitor the DPM email inbox for adviser requests and general information for use in portfolio management.
• Re-balance SMA portfolios to align to their underlying model which are provided by external parties
• Use Avaloq to maintain strategy models that come in from both internal and external managers
• Daily Cash sweep of SMA portfolios across base currencies which will include many foreign currency transactions
• Update client and IPS reporting data feeds for Implementation analysis
• Participate in Internal meetings (Implementation Sub Committee, Investment Committee, Product meetings, Internal Implementation team meetings)
• Update Avaloq with new information which is relevant to the smooth running of Implementation (as required)
• Update quarterly reports for advisers to extract from our PRG reporting process
• Maintain sharepoint (Internal website) with information that advisers require for client management
• Monitor cut off times for fund redemption/subscription to ensure orders are produced time efficiently

Your Skills and Experience

• Basic understanding of Portfolio Management
• Degree qualified in Finance, Mathematics or Business
• Avaloq (would be useful, but not essential)
• Microsoft Products (Excel, Powerpoint, Word)
• Able to deal with adviser demands
• Able to work to tight deadlines
• Attention to detail (critical)

Your Role Competencies

• Good judgement and the highest integrity and ethics.
• Strong interpersonal skills, ability to interact with a range of stakeholders.
• Demonstrated resilience—ability to work under pressure to tight time frames.
• Exceptional prioritisation skills and ability to multi-task effectively in a fast-paced environment.
• Results oriented, can-do attitude.
• Analytical and strong ability to synthesise data.
• High level of attention to detail and accuracy.
• Pragmatic, flexible and scalable.

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.