Global Equities Specialist

LGT Crestone Wealth Management Limited

Sydney, Australia
Global equity environment
Equity research analysis
Client communication
Create the house view using understanding of the global equity environment to construct and deliver global equity views across regions, sectors, and key investment themes

Job Summary

  • Create the house view using understanding of the global equity environment to construct and deliver global equity views across regions, sectors, and key investment themes.
  • Manage single stock recommendations by analyzing research partner recommendations and articulating these with Client Advisors and Crestone's clients.
  • Build the knowledge base by leveraging internal expertise and attending industry conferences to generate thought leadership content and maximize client investment opportunities.

Matching Summary

Create the house view using understanding of the global equity environment to construct and deliver global equity views across regions, sectors, and key investment themes.

Skills & Requirements

Must-have

  • global equity environment
  • equity research analysis
  • client communication
  • Microsoft Excel skills

Nice-to-have

  • entrepreneurial spirit
  • customer service orientation
  • thought leadership content
  • diverse and inclusive work environment

Key Requirements

  • 1-3 years of experience in financial markets
  • Degree qualified in Finance, Maths or Business
  • RG146 accreditation or willingness to complete

Work Rights

Not specified

Tailored Resume

Cover Letter