LGT Wealth Management 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
We’re looking for an Operations Analyst to join our Business Improvement team and play a key role in delivering high‑quality client reporting and supporting continuous improvement across our Operations function.
This is a great opportunity if you enjoy variety, learning on the job, and getting involved in both day‑to‑day reporting and broader change initiatives.
You’ll work closely with a supportive, experienced team that values collaboration and is committed to helping you grow your skills in data, reporting, and operations. If you’re someone who’s curious, proactive, and looking to expand your experience in a dynamic and evolving environment, this role offers plenty of opportunity to learn and make an impact.
Your Responsibilities
Complete daily operational tasks and reporting checklists
Produce client reporting (daily, monthly, quarterly and annual)
Respond to reporting and operational queries from internal stakeholders
Provide administrative support to Delivery team for business led Projects
Support process improvement opportunities to create scale
Maintain self-service tools and operational reporting for internal teams
Ensure adherence to risk, compliance, and operational standards
About You
Experience in an operations role, ideally within financial services
Strong interest in data and reporting
Proficient in Excel, with interest in Tableau/Power BI
Detail-oriented, organised and able to manage recurring tasks
Quick learner with a proactive, problem-solving mindset
Strong communication skills and ability to work collaboratively
Degree in Finance, Business, Commerce (preferred but not essential)
Why You’ll Love This Role
Exposure to both BAU and project‑based work
Supportive, collaborative team environment
Opportunities to develop skills in data, reporting and visualisation tools
Fast‑paced role with variety and ongoing learning
LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.
LGT Wealth Management 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.
