At a Glance
- Tasks: Analyse investment opportunities and conduct due diligence on co-investments in private markets.
- Company: Join Legal & General, a leading global financial services group with a focus on sustainability.
- Benefits: Enjoy competitive salary, healthcare, generous holiday, and electric car scheme.
- Other info: Dynamic hybrid work environment with excellent career growth opportunities.
- Why this job: Make a real impact in the investment world while learning from industry experts.
- Qualifications: Experience in private markets or fund-of-funds and strong analytical skills required.
The predicted salary is between 50000 - 70000 £ per year.
Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.
We are currently seeking an Investment Analyst – Co-Investments (Manager level) to join our team to help drive continued growth of the private markets proposition within the Asset Allocation team. This is a fantastic opportunity for an inquisitive fast learner with an interest in multi-asset, private markets, and fund-of-fund investments.
The role will strengthen our capabilities for direct investments and co-investments within our multi-manager private market offering, including the market leading L&G Private Market Access Fund. You'll be working alongside the existing manager research team and feed directly into the portfolio management team, taking a lead on the evaluation, due diligence and monitoring of co-investment opportunities.
The Asset Allocation team combines L&G Asset Management’s economic and multi-asset research capabilities with portfolio management groups across a range of multi-asset product categories. The team brings experience from across investment management, investment consulting, banking and academia, and works with pension funds, insurers and retail clients.
- Conducting quantitative and qualitative analysis to support investment decision‑making and risk management.
- Forming and communicating independent opinions on investment opportunities to a high standard.
- Performing and leading due diligence on co‑investment opportunities, including reviewing and challenging financial and valuation analysis, market analysis, technology assessments and operating models.
- Collaborating with legal, compliance, operations and other relevant teams throughout deal execution and post‑investment stages.
- Involving yourself in strategic initiatives such as process automation, improving analytical tools, and representing the front office in new investment set‑ups and change processes.
- Progressing delegated tasks independently from fund managers and working across the wider Legal & General business.
Understanding of private markets and co‑investments, including valuation approaches (DCF, multiples, precedent transactions).
Ability to assist in quantitative work, including using, maintaining and improving Python tools.
Previous experience in private markets or fund‑of‑funds, with knowledge across asset classes such as infrastructure, real estate or private equity.
Strong analytical ability and intellectual curiosity.
Experience managing projects while maintaining high‑quality deliverables.
Ability to communicate clearly and work collaboratively with stakeholders.
The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes.
Life assurance, Healthcare Plan (permanent employees only), at least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday, competitive family leave.
Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only). There are the many discounts we offer – both for our own products and at a range of high street stores and online.
We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience.
Investment Analyst - Co-investments (m|f|x) in London employer: E Fundresearch
Legal & General is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of London. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive environment for career advancement, alongside competitive benefits such as a performance-related bonus plan, generous holiday allowances, and a focus on sustainability in our modern offices. Join us to be part of a leading financial services group dedicated to safeguarding financial futures while making a positive impact on society.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Analyst - Co-investments (m|f|x) in London
✨Tip Number 1
Network like a pro! Reach out to folks in the investment world, especially those connected to co-investments. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by diving deep into L&G's investment philosophy and recent projects. Show us you’re not just interested in the role but also in how we create value over the long term.
✨Tip Number 3
Practice your analytical skills! Brush up on your quantitative analysis and valuation approaches. We want to see you confidently tackle financial assessments during the interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at L&G.
We think you need these skills to ace Investment Analyst - Co-investments (m|f|x) in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Analyst role. Highlight relevant experience in private markets and co-investments, and don’t forget to showcase your analytical skills and any quantitative work you've done.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our investment philosophy. Be genuine and let your personality come through.
Showcase Your Analytical Skills:Since this role involves a lot of analysis, be sure to include examples of your quantitative and qualitative analysis work. Mention any tools or methodologies you’ve used, especially if they relate to Python or valuation approaches.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at E Fundresearch
✨Know Your Numbers
As an Investment Analyst, you'll be expected to handle quantitative analysis with ease. Brush up on your financial metrics, valuation approaches like DCF and multiples, and be ready to discuss how you would apply these in real-world scenarios during the interview.
✨Showcase Your Curiosity
Demonstrate your intellectual curiosity by asking insightful questions about the company's investment strategies and market outlook. This shows that you're not just interested in the role but also in the broader context of the business and its impact on clients.
✨Prepare for Case Studies
Expect to tackle case studies or hypothetical scenarios related to co-investments. Practice articulating your thought process clearly, as this will highlight your analytical skills and ability to communicate complex ideas effectively.
✨Collaborative Mindset
Since the role involves working with various teams, emphasise your experience in collaboration. Share examples of how you've successfully worked with stakeholders in previous roles, especially in high-pressure situations, to showcase your teamwork skills.
