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 a Reporting 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.
You’ll play a key role in delivering insightful reporting and dashboards that help Operations leaders understand performance, trends and risks — and more importantly, take action. Working closely with stakeholders across the business, you’ll help shape how data is used to inform operational effectiveness and continuous improvement.
Your Responsibilities
- Deliver accurate, insightful management reporting to support operational decision-making and performance monitoring
- Build, enhance and maintain dashboards and visualisations (ideally in Power BI) that highlight key trends, risks and opportunities
- Partner with stakeholders to define metrics, interpret data and communicate clear, actionable insights
- Manage data extraction, validation and reconciliation, including investigating anomalies and root causes
- Oversee regular reporting cadences and support self-service reporting tools for the wider Operations team
- Maintain strong standards of data quality, governance, documentation and compliance
About You
You’re a detail-oriented analyst who enjoys working with data and influencing outcomes. You bring:
At least 2 years’ experience in a reporting or analytical role, ideally within Operations (financial services experience preferred)
Strong Excel capability (including pivots, Power Query, reconciliation and ideally VBA or macro-based tools)
Experience building reports and dashboards, ideally using Power BI, and the ability to hit the ground running
Confidence interpreting data, drawing insights and explaining findings to non-technical stakeholders
A pragmatic, solutions-focused mindset with strong attention to detail
Exposure to wealth management or private banking operations (desirable but not essential)
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.
