Capital Markets and Fixed Income Specialist

LGT Crestone Wealth Management • Sydney Region • 1w ago

LGT Crestone 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. The role You will be working with the Head of Capital Markets / Fixed Income within the broader Investments, Products & Services (IP&S) team. This is a unique opportunity to work in a team that is at the forefront of the wealth management industry in Australia and focused on delivering best in class investment ideas and opportunities for our clients. This role offers an exciting opportunity to deliver Capital Markets deals within listed, OTC and private markets and Fixed Income portfolio recommendations and execution to our Investment Advisers / clients. The candidate ideally has experience in fixed income markets with an interest in capital markets syndication. Your responsibilities Fixed income Help our Investment Advisers manage direct fixed income investments by constructing bond portfolios tailored to the risk tolerance and income needs of the client. Provide ongoing support to Investment Advisers and clients via regular portfolio reviews and providing investment ideas Communicate fixed income strategy and macro market commentary to advisers and clients as appropriate via presentations and publications. Contribute to the LGT Crestone Investment Committee by formulating our house view on global fixed income markets Buying and selling global OTC fixed income securities on behalf of clients and ensuring best execution for client trades. Providing indicative pricing and recommendations on available inventory for Investment Advisers Capital markets Manage the end-to-end processes for Equity Capital Markets and Debt Capital Markets offers on tight timeframes from origination, distribution to settlement. This includes preparing sales material for the Investment Advisers, responding to queries throughout the offer, and overseeing the bidding and allocation processes Help to source and originate deal flow via relationships with external counterparties and investment banks Execute co-investment opportunities for clients and assisting with structuring and monitoring Private Markets transactions Communicate with relevant internal stakeholders to ensure offers are compliant with regulatory requirements and internal Risk, Legal and Compliance requirements. Qualifications Degree qualified in Finance, Commerce or Business RG146 accreditation, or willingness to complete Skills and Experience 5 – 9 years experience in financial markets. Experience in fixed income markets or capital markets origination / syndication will be highly regarded Knowledge of the domestic and international OTC fixed income market is preferred but not essential. Knowledge of capital markets processes Customer service orientation with strong attention to detail and ability to manage time critical processes Ability to synthesize information quickly and communicate effectively to a broad set of stakeholders, both internal and external Microsoft Excel, Word, PowerPoint and experience with Bloomberg is helpful What’s in it For You? Competitive salary package Opportunity to participate in a discretionary bonus program. Flexible working environment Support and various programs for our people (Employee Assistance Program, Health & Wellbeing, Employee Referral Program) LGT Crestone is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path. LGT Crestone 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.