At a Glance
- Tasks: Support management of Private Credit portfolios and analyse investment performance.
- Company: Join Legal & General, a leading global financial services group.
- Benefits: Enjoy competitive salary, generous holidays, healthcare, and performance bonuses.
- Other info: Flexible working options and a commitment to sustainability and inclusivity.
- Why this job: Make a real impact in finance while developing your career in a collaborative environment.
- Qualifications: Experience in investment roles and understanding of Private Credit and Fixed Income markets.
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 one of Europe’s largest asset managers and a major global investor across public and private markets. Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns. Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.
We are looking for an Associate Portfolio Manager to join a collaborative and high‑performing Private Credit team. This is an excellent opportunity for someone with early career experience in front office investment roles to develop their expertise, contribute to portfolio performance, and work closely with senior stakeholders across the business. You will play a key role in supporting investment activities, enhancing analytical capability, and helping to deliver strong outcomes for clients within a well‑governed and regulated environment.
What you’ll be doing:
- Supporting the management and performance of Private Credit investment portfolios
- Assisting with executing trades and investments from inception through to completion and ongoing monitoring
- Analysing investment value and tracking performance against objectives
- Monitoring markets and identifying potential investment and disinvestment opportunities
- Contributing to the development of investment strategies to optimise returns within risk appetite
- Collaborating with stakeholders on funding, hedging and liquidity management activities
- Producing regular and ad hoc reports for internal and external stakeholders
- Enhancing analytical tools and capabilities to improve team efficiency and insight
Who we’re looking for:
- Extensive experience in a front office or investment‑related role
- Strong understanding of Private Credit, Fixed Income markets and macroeconomic factors
- Awareness of portfolio liquidity, capital constraints and risk management principles
- Knowledge of regulatory requirements and compliance considerations
- Ability to demonstrate sound judgement and developing decision‑making skills
- An interest in applying data, technology or AI within a financial context would be a huge plus!
Benefits:
- The opportunity to participate in our annual, performance‑related bonus plan and valuable share schemes
- Generous pension contribution
- 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
Additional Information:
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, term‑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.
Private Credit Portfolio Associate employer: LegalAndGeneral
Legal & General (L&G) is an exceptional employer, offering a dynamic and inclusive work culture that prioritises employee growth and well-being. With a strong commitment to sustainability and innovation, L&G provides its employees with competitive benefits, including performance-related bonuses, generous holiday allowances, and opportunities for flexible working arrangements. Joining the Private Credit team means being part of a collaborative environment where your contributions directly impact portfolio performance and client outcomes, all while working in modern, sustainable offices designed to foster teamwork and creativity.
StudySmarter Expert Advice🤫
We think this is how you could land Private Credit Portfolio Associate
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at Legal & General. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for interviews by researching L&G’s investment strategies and recent market trends. Show us you’re not just interested in the role but also in how you can contribute to their mission of building a better society.
✨Tip Number 3
Practice your analytical skills! Be ready to discuss how you would approach portfolio management and performance analysis. We want to see your thought process and how you tackle challenges.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at L&G.
We think you need these skills to ace Private Credit Portfolio Associate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Private Credit Portfolio Associate role. Highlight any front office investment experience and your understanding of Private Credit and Fixed Income markets.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about this role and how your background makes you a great fit. Be sure to mention any relevant analytical skills or experiences that demonstrate your ability to contribute to portfolio performance.
Showcase Your Analytical Skills:Since the role involves enhancing analytical capabilities, provide examples of how you've used data or technology in previous roles. This could be anything from developing reports to using analytical tools to drive decision-making.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at LegalAndGeneral
✨Know Your Private Credit Inside Out
Make sure you brush up on your knowledge of Private Credit and Fixed Income markets. Understand the macroeconomic factors that influence these areas, as well as the regulatory requirements. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Analytical Skills
Prepare to discuss how you've used analytical tools in previous roles. Be ready to provide examples of how you've tracked performance against objectives or identified investment opportunities. This is crucial for demonstrating your capability to enhance the team's analytical capabilities.
✨Engage with Stakeholders
Since collaboration is key in this role, think of examples where you've worked closely with stakeholders. Highlight your experience in funding, hedging, or liquidity management activities. This will illustrate your ability to contribute effectively to the team and the broader business.
✨Demonstrate Your Decision-Making Skills
Be prepared to discuss situations where you've had to make sound judgments under pressure. Share examples that showcase your developing decision-making skills, especially in a financial context. This will reassure interviewers of your ability to navigate complex investment scenarios.
