Associate Portfolio Analyst - 18 month FTC

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.

Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business.  Belonging, respect, integrity, conviction and entrepreneurship  are our core values.  As our brand recognition grows, we are fast becoming an employer of choice in our sector.  We have over £30 billion in funds under management and circa 700 staff.

Job Description

Business Unit:

LGT US is dedicated to delivering wealth management services to US-connected clients. Operating within a culture of transparency, regulatory rigour, and client-first ethos, the team provides discretionary and advisory investment solutions across multi-asset classes.

The Portfolio Management Team is responsible for the design, execution, and oversight of model portfolios tailored to US clients. The team manages over 40 models across GBP, USD, and EUR, incorporating various risk ratings and responsible investment strategies. And also offer bespoke and advisory solutions. Key functions include portfolio implementation, FX and cash management, performance monitoring, and proposition development. The team blends top-down macro analysis with bottom-up stock selection, maintaining a high conviction approach to portfolio construction.

Brief Role Objective:

The Associate Portfolio Analyst will play a key role in supporting the day-to-day operational and administrative functions of the US Portfolio Management team. Working closely with senior portfolio managers, the role will ensure the accurate and timely execution of cash management, FX transactions, and model portfolio updates across client accounts. The successful candidate will help maintain the smooth running of the team’s activities, contribute to the production of high-quality reporting materials, and uphold the integrity of portfolio data across multiple systems and platforms.

Key Responsibilities:

• Support the daily operations of the portfolio management team, including:
  • Raising client cash and monitoring cash positions.
  • Aggregated dealing (twice weekly).
  • Placing and monitoring FX orders on a daily basis.
  • Managing FX overdrafts resulting from trades, firm fees, or client withdrawals.
  • Assisting with the implementation of model changes across client portfolios (custodied at LGT London, LGT Jersey, RBC, Corporation of Lloyds, and Morningstar).
• Provide support on bespoke investment proposals and related implementations for senior portfolio managers.
• Assist with monthly and periodic team administrative tasks, including:
  • Production of performance reports used in external marketing materials.
  • Updating and maintaining portfolio models on Bloomberg and FactSet.
  • Using FactSet Portfolio Analytics to update and manage drifted-weight models.
• Liaise with internal teams (Operations, Compliance, Dealing, Client Services) to ensure smooth execution and settlement of trades and instructions.
• Contribute to data integrity across systems and models.
• Contribute to the continuous improvement of team operational processes and internal and external reporting standards for the team.

Requirements

Key Skills, Technical Requirements and Other Attributes:

Required:

• RDR Level 4 qualification (or equivalent UK certification).
• Strong proficiency in Microsoft Office, particularly Excel (intermediate to advanced level desirable).

Desirable:

• Minimum 2–5 years’ experience in a financial services, investment management, or wealth management environment.
• Familiarity with front- and middle-office processes, including trade execution, portfolio monitoring, and cash management.
• Experience using Bloomberg and FactSet (on desk training will be provided, if required).
• Experience using the Figaro trading system (on desk training will be provided, if required).
• Understanding of model portfolio management and related operational workflows.
• Previous exposure to multi-asset portfolios or discretionary investment management.

Personal Attributes

• Strong attention to detail and accuracy in a time-sensitive environment.
• Highly organised, with the ability to manage multiple priorities.
• Strong communication skills, both written and verbal.
• Proactive, reliable, and comfortable working in a collaborative team setting.
• Demonstrates integrity, discretion, and professionalism in all aspects of work.

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact us.

LGT Wealth Management US Ltd.

Human Resources

Alex Johnson