At a Glance
- Tasks: Support investment processes in Private Markets, analysing and recommending potential investments.
- Company: Join LGPS Central, a leading FCA-regulated asset manager committed to responsible investing.
- Benefits: Enjoy competitive salary, generous pension scheme, 30 days holiday, and hybrid working.
- Other info: Be part of a collaborative culture with excellent learning opportunities and family-friendly policies.
- Why this job: Gain hands-on experience in research-driven investing while shaping the future of Private Markets.
- Qualifications: Bachelor's degree in Finance or related field; IMC or CFA progress is a plus.
The predicted salary is between 36000 - 60000 £ per year.
LGPS Central is looking for an individual who is passionate about financial markets and passive investing, with strong analytical and communication skills, who is excited to support the growth and development of our internally managed investment capabilities. The successful candidate will join our Passive Investment Team as an Investment Analyst. Based in the Midlands (Wolverhampton), they will report to the Investment Director within the Passive team.
You will work within the Passive Investment department to help deliver a professional, high-performing investment function centred on the needs of our Partner Fund clients. The role supports the Investment Director and Portfolio Managers in the management, monitoring and development of LGPS Central's passive equity and gilt portfolios and mandates, including the integration of responsible investment and stewardship activities, whilst upholding the risk and compliance framework established by the organisation. Specific responsibilities include portfolio analysis, performance and risk monitoring, implementation support, reporting, and collaboration with internal and external stakeholders.
Outcomes:
- Assist the Passive Team Investment Director and Portfolio Managers in implementing the strategy and investment process of LGPS Central's internally managed passive equity and gilt portfolios to meet Partner Fund objectives.
- Support the Investment Director and Portfolio Managers by helping ensure investments are managed within agreed mandates, benchmarks, regulatory requirements and corporate policies.
- Monitor portfolio performance, tracking error and key risk metrics, providing analysis and challenge where appropriate.
- Assist in the integration and maintenance of Responsible Investment and Stewardship policies across passive portfolios, working closely with Risk and Compliance colleagues.
- Support portfolio implementation activities including rebalancing, benchmark changes, index events and corporate actions.
- Promote LGPS Central within the investment community and Partner Funds.
- Embrace a culture of high-performing, collaborative, research-based and responsible investing across LGPS Central.
- Take ownership of allocated projects, building effective relationships across investment teams, operations, risk functions and the wider business.
Technical Skills/Knowledge/Experience:
- Experience supporting investment processes within public markets, ideally passive strategies, gained within an asset manager or other financial institution.
- Understanding of passive investment principles, index-tracking strategies and portfolio management processes.
- Strong analytical skills with the ability to interpret portfolio data, performance information and risk metrics.
- Ability to document analysis, conclusions and rationale clearly and concisely.
- High degree of professional ethics, integrity and judgement.
- Highly organised, proactive and able to manage multiple priorities effectively.
- Keen to contribute across all aspects of the role and provide support to the Investment Director and Portfolio Managers when required.
- Strong interpersonal, collaborative and communication skills.
- Proficiency in Microsoft Excel and investment systems such as Bloomberg.
- Ability to evaluate portfolio performance and risk objectively and present findings to stakeholders.
Qualifications
- Bachelor's degree in Finance, Economics or a related discipline.
- IMC gained and working towards CFA qualification or similar, or relevant investment experience.
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:
- An enhanced and generous Pension Scheme
- An extra paid Company Day in addition to paid holidays
- Welfare and Family-friendly policies
- Enhanced pay for new parents
- Access to our Employee Assistance Programme - 24-7 Health & Wellbeing Support
- Medical Health Cash Plan
- Hybrid Working
- Company Service Awards
- Cycle to Work Scheme
- Company Electric Vehicle Scheme
- Brand New Office Space
- Nominees of the Family Friendly Employer of the Year 2022 - Personnel Today Awards 2022
- Winner of The Cultural Awareness Initiative of the Year - FT Advisors Diversity in Finance Awards 2023
- Winner of Diversity and Inclusion Award - LAPF In Investments Award 2023
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Investment Analyst in Wolverhampton employer: LGPS Central
At LGPS Central, we pride ourselves on being an excellent employer, offering a supportive and inclusive work culture in the heart of Wolverhampton. Our commitment to employee growth is reflected in our extensive learning and development opportunities, alongside a competitive benefits package that includes generous holiday allowances and enhanced parental pay. Join us in making a meaningful impact through responsible investment while enjoying a hybrid working environment that promotes work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Analyst in Wolverhampton
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like LGPS Central, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like LGPS Central.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like LGPS Central.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including LGPS Central, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Analyst in Wolverhampton
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like LGPS Central want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to LGPS Central.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at LGPS Central will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to LGPS Central. Numbers speak louder than words!
How to prepare for a job interview at LGPS Central
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like LGPS Central want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withLGPS Central.
