Investment Analyst

Recruiter
LGPS Central Limited
Location
Wolverhampton, United Kingdom
Salary
Competitive + Pension Scheme
Posted
07 Mar 2022
Closes
24 Mar 2022
Ref
13254556
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Passive Team (12 month fixed term contract)

Based in the Midlands

LGPS Central Limited has been established to consolidate and manage the pension fund assets of nine Midland's based public funds.

We are looking for an experienced analyst to join our Investments Passive team based in Wolverhampton. The successful candidate will report to the Investment Director but work within the Passive Equities Team.

The Analyst will work closely with our Portfolio Managers and a number of other internal and external stakeholders.

The ideal candidate will hold a Relevant degree and/or professional qualification or experience of working in a financial environment, IMC gained and/or working towards CFA qualification or similar/or relevant investment experience would be a plus.

If you are interested in applying for this position, please send your CV with a covering letter, demonstrating why you have the skills to perform this role to recruitment@lgpscentral.co.uk

Role Purpose:

Based in the Midlands (ideally in Wolverhampton or alternatively in our Matlock office), the successful candidate will work closely with our Portfolio Managers and the Investment Director, Passive Equities.

We offer Investment Analysts excellent prospects for professional development supported by the Company, and career progression within the Investment Team.

Financial
  • N/A

Non-Financial
  • Health and Safety
  • Performance management and reporting

Delegated Authority Levels:
  • N/A

Reports to:
  • Investment Director (Passive Equities)
  • Senior Portfolio Manager & Portfolio Manager (Passive Equities)

Relationships Internal:
  • Chief Investment Officer
  • Executive Directors, Board, Non-Executive Directors, Heads of Service, Portfolio Managers and other members of LGPSC Ltd staff
  • Stakeholders and Clients

Outcomes:
  • Assist the Portfolio Managers to implement the strategy and investment process of the Passive Equity funds ensuring compliance with the mandate.
  • Assist the Passive Equity team Portfolio Managers and Investment Director in meeting the investment targets of the LGPS Central Limited Passive Equity Funds.
  • Assisting with the preparation of regular Partner Fund reporting
  • Support the Portfolio Managers and Investment Director to provide assurance that the investments are managed within the parameters set out in the Prospectus and the IMA, and in accordance with the Company's policies.
  • Assist Portfolio Managers in analysing and reviewing corporate actions, cash balances, and updating Fund holdings
  • Monitoring cash and securities, and reconciling portfolio activity and custodian records
  • Review and attribution of fund performance
  • Promote LGPS Central within the investment community and Partner Funds.
  • Originate, evaluate and recommend new investment ideas to the Portfolio Managers and the Investment Director.
  • Assist in the design, build and launch of new passive equity investment products
  • When directed by the Investment Director, assist in the implementation and maintenance of new internally managed funds as they are created
  • Undertake research as requested by the Portfolio Managers or Investment Director.
  • Embrace a culture of high performing, collaborative, research based and responsible investing across LGPS Central Limited.

Skills/Knowledge/Experience/Competence:
  • Experience of investment/financial analysis preferably gained with an asset manager or other financial institution.
  • Middle Office experience from either an Asset Management or Investment Banking background.
  • Some understanding of Bloomberg AIM or other trading & middle office systems.
  • Understanding of financial markets and regulations
  • High degree of professional ethics, integrity and gravitas.
  • Strong analytical, problem-solving and organizational skills
  • First class interpersonal, collaborative and communication skills.
  • Able to build effective relationships across all levels of the company.
  • Highly organised and able to work to deadlines and manage competing priorities under significant time pressures.

Qualifications
  • Relevant degree and/or professional qualification or experience of working in a financial environment.
  • IMC gained and/or working towards CFA qualification or similar/or relevant investment experience would be a plus.

Values and Behaviours:

Values:
  • We are a great place to work
  • We are Client Focus ed
  • We are Inclusive
  • We are Ambitious

Behaviours:
  • Open, fair and transparent, acting with integrity.
  • Doing the right thing.
  • Honest and trustworthy
  • Empowered in making right decisions
  • Collegiate and Collaborative.
  • Valuing and treating everyone equally.
  • Listening to individual ideas to support growth.

What do we offer?

We are proud to provide our people with a premium and exclusive benefits package and we are continually improving the rewards we offer. Here are a few of the valuable rewards that you will enjoy:
  • Competitive salary plus bonus
  • 30 days' paid holiday plus bank holidays
  • An extra paid Company Day in addition to paid holidays
  • Excellent Learning & Development Opportunities
  • Welfare and Family-friendly policies
  • An enhanced and generous Pension Scheme
  • Enhanced pay for new parents
  • Access to our Employee Assistance Programme- 24-7 Health & Wellbeing Support
  • Hybrid Working
  • Brand New Office Space

LGPS Central Limited provides an exciting, supportive and family-friendly working environment, and we are committed to helping our people achieve their full potential and a healthy work-life balance. We are an inclusive employer and offer equal opportunities to all regardless of an individual's age, disability, gender identity, marriage or civil partnership status, pregnancy or maternity, race, religion or belief, sex and sexual orientation. Candidates who declare that they have a disability and who meet the essential criteria for the job will be offered an interview.

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