Investment Analyst, Private Markets

Recruiter
LGPS Central Limited
Location
Wolverhampton, United Kingdom
Salary
Competitive plus LGPS DB pension, depending on experience
Posted
08 Jan 2022
Closes
07 Feb 2022
Ref
13263111
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Junior Analyst/Analyst

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 Private Markets team based in Wolverhampton. The successful candidate will report to the Senior Portfolio Manager for Private Markets.

The Analyst will work closely with our Portfolio Managers and a number of other internal and external stakeholders across Private Equities and Property and infrastructure.

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.

The full job description is attached with further details on the role.

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 Overview:

Based in Wolverhampton, the successful candidate will work across the Private Markets team to deliver high quality investment analysis across all relevant asset classes: Real Estate, Infrastructure, Private Equity and Private Debt.

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

Key tasks:
  • Working on the establishment of new fund vehicles
  • Assisting in the analysis of potential investments
  • Performance management and reporting
  • Liaison with investors and third party managers

Reports to:

A Senior Portfolio Manager who will have responsibility for line management and day-to-day staffing on projects

Relationships - Internal:

Executive Directors, Non-Executive Directors, Heads of Service, Investment Directors and other LGPSC staff

Relationships - External: Partner Funds, service providers, fund managers and other LGPS Pool entities

Core Specification:
  • Take an active part in the launch and maintenance of new funds.
  • Lead on the production of quarterly and annual investment reporting.
  • Assist in the sourcing, analysing and recommending of potential investments and ensure compliance with the manager selection process.
  • Assist with financial, legal, and commercial due diligence on target investments and lead on producing due diligence reports.
  • Support the team in the monitoring of externally managed investments.
  • Assist in the integration and maintenance of the house view on Responsible Investment & ESG within Private Market investments.
  • Ensure that LGPS Central's Risk and Compliance Framework is adhered to during all stages of the investment process.
  • Contribute to investment team meetings.
  • Assist in the training of more junior team members
  • Promote LGPS Central within the investment community and with Partner Funds.
  • Embrace a culture of high-performing, collaborative, research-based and responsible investing across LGPS Central.

Skills/Knowledge/Experience/Competence:
  • Experience of investment processes within Private Market asset classes, preferably gained with an asset manager or other financial institution.
  • Knowledge of the Private Markets investment landscapes and understanding of the inherent risk-reward relationship
  • Demonstrated skill in originating, analysing and recommending investments
  • IMC gained and working towards CFA qualification or similar, or relevant investment experience would be an advantage
  • Highly organised, proactive and motivated self-starter.
  • High degree of professional ethics, integrity and gravitas.
  • Excellent judgement and analytical skills.
  • First class interpersonal, collaboration and communication skills.

Qualifications:
  • Educated to degree level.
  • IMC gained and working towards CFA qualification or similar, or relevant investment experience would be an advantage

Values:
  • We put our clients first.
  • We are Inclusive
  • We are Ambitious
  • We are a great place to work.

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.
  • Constructively challenging the status quo. Accountability for results and delivery

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