Portfolio Risk & Control Analyst (Front Office)

LGT Crestone Wealth Management Limited; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

LGT Wealth Management UK LLP, headquartered in London with a UK footprint, is seeking a Portfolio Risk professional to enhance monitoring, reporting and risk controls. You will partner with Front Office, Risk & Compliance and other stakeholders to ensure accurate client outcomes and regulatory adherence.

The role emphasizes data-driven decision making, training delivery, and collaboration across teams in a fast-paced wealth management environment.

Qualifications

• Educated to degree level or equivalent professional experience.
• Experience in analytical roles within an advisory investment environment.
• Knowledge of FCA conduct of business rules and client outcomes.
• Ability to interpret investment concepts across fixed income, equity and cash.
• Strong interpersonal, presentation and communication skills.

Responsibilities

• Support the design and upkeep of Portfolio Risk monitoring processes to meet regulatory requirements.
• Execute regular monitoring tasks per the monitoring plan.
• Produce MI/KPIs to track competence, policy adherence and client outcomes.
• Assist resolution of breaches of client mandates.
• Contribute to periodic reports to Boards and Committees.
• Collaborate with Front Office and Risk & Compliance teams on risk matters.
• Deliver Portfolio Risk training as agreed.
• Support Front Office risk and control initiatives and data-driven automation.

Skills

Analytical mindset

Advisory investment experience

Advanced Excel

FCA conduct rules knowledge

Client-centric

Communication skills

Negotiation & influencing

Attention to detail

Self-motivation

Teamwork & leadership

Education

Degree level education

Tools

Bloomberg

Morningstar

Figaro

Job description

LGT Wealth Management UK LLP, headquartered in London with a UK footprint, is seeking a Portfolio Risk professional to enhance monitoring, reporting and risk controls. You will partner with Front Office, Risk & Compliance and other stakeholders to ensure accurate client outcomes and regulatory adherence.

The role emphasizes data-driven decision making, training delivery, and collaboration across teams in a fast-paced wealth management environment.