At a Glance
- Tasks: Assist in managing global bond funds and monitor investment performance.
- Company: Join Legal & General, a leading UK financial services group and global investor.
- Benefits: Enjoy competitive salary, performance bonuses, healthcare, and flexible working options.
- Other info: Be part of an inclusive culture that values diverse backgrounds and experiences.
- Why this job: Make a real impact in asset management while developing your career in finance.
- Qualifications: Degree-level education with knowledge of financial markets; CFA is a plus.
The predicted salary is between 54000 - 66000 £ 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're currently looking to hire an Assistant Portfolio Manager. As Assistant Portfolio Manager you'll assist in the management of one or several funds in accordance with stated fund objectives and risk guidelines. Monitor investment performance and ensure that broader investment strategy is agreed in consultation with the senior management team. Work closely with research analysts to identify relevant investment ideas.
What you'll be doing:
- Supporting the construction and management of portfolios in line with fund objectives, agreed risk budgets and relevant investment guidelines
- Managing day-to-day portfolio activity, including cash flows, corporate actions and index changes
- Conducting detailed research and analysis to identify compelling investment opportunities across global bond markets
- Collaborating with research analysts to assess investment ideas, incorporating fundamental, quantitative and ESG considerations
- Monitoring portfolio performance, risk metrics, positioning and performance attribution
- Producing clear and insightful investment reporting for internal stakeholders and clients
- Contributing to internal and external presentations, marketing activity and the sharing of research across teams
- Maintaining high standards of risk management, regulatory compliance, market conduct and client-focused decision-making
Who we're looking for:
- A degree-level qualification, with a CFA or equivalent financial qualification welcomed but not essential
- Knowledge of financial markets, global macroeconomic conditions and the factors influencing bond and credit markets
- Experience analysing investment opportunities and applying financial modelling techniques
- An understanding of portfolio construction, investment risk measures and forward-looking risk assessment
- The ability to develop well-researched investment insights using independent and detailed analysis
- Strong analytical skills, with coding capability and familiarity with investment analysis applications beneficial
- Clear and confident communication skills, with the ability to present complex information to internal and external audiences
- A collaborative and inclusive approach, with good judgement, intellectual curiosity and a commitment to positive client outcomes
Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:
- 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 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
At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you'll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. It doesn't matter if you don't meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.
Global Bond Strategies - Assistant Portfolio Manager employer: LegalAndGeneral
Legal & General is an exceptional employer that prioritises employee growth and development within a dynamic work culture. As a Customer Communications Manager, you will have the opportunity to leverage behavioural insights to create impactful member communications, all while enjoying a supportive environment that encourages collaboration and innovation. With a focus on meaningful engagement and a commitment to employee well-being, working here means being part of a forward-thinking team dedicated to making a difference.