Investment Fund Analyst

About the role

LGT Wealth Management is seeking an Investment Fund Analyst to join its high‑performing Investment Product & Services team. You will 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.

Key responsibilities

• Support research, selection and ongoing monitoring of managed funds across asset classes for the Approved Product List.
• Analyse fund manager reports, market trends and portfolio positioning to identify risks, opportunities and performance drivers.
• Prepare investment analysis and recommendations for internal committees, including quarterly and annual reviews.
• Partner with senior analysts and portfolio specialists to support portfolio construction and asset allocation decisions.
• Assist in developing client‑facing investment materials and insights for advisers and client conversations.
• Engage with fund managers, maintain due diligence notes and contribute to robust investment processes.
• Support operational processes including fund administration, reporting and data integrity.
• Contribute to the growth of sustainable investment offerings and innovative investment solutions.

Required profile

• 4–5 years’ experience in investment analysis, funds management or a related field.
• Strong analytical and critical thinking skills with ability to interpret data and market insights.
• Excellent communication skills and confidence to present ideas and collaborate across teams.
• High attention to detail and ability to manage multiple priorities and deadlines.
• Proactive, self‑starting mindset with resilience and curiosity.
• Degree in Finance, Commerce or Business (RG146 or willingness to obtain).