As an Investment Fund Analyst, you'll play a critical role within a high-performing Investment Product & Services team, helping to 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, you'll gain exposure to sophisticated portfolio construction and global investment strategies, while contributing to innovative areas such as sustainable investing.

This is an exciting opportunity for a driven analyst who wants to deepen their investment expertise, work alongside industry leaders, and make a meaningful impact in a fast-paced, collaborative workplace.

Key Responsibilities

In this role, you will:

Support the research, selection and ongoing monitoring of managed funds across asset classes, contributing to the firm’s 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 to support 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 maintaining data integrity

Contribute to the growth of sustainable investment offerings and innovative investment solutions

Collaborate with advisers to deliver actionable investment ideas and support client engagement initiatives

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📌 Investment Fund Analyst (Melbourne)
🏢 Lgt
📍 Melbourne