At a Glance
- Tasks: Support sustainable investment research and manage data for investment committees.
- Company: Join LGT Wealth Management, a leader in sustainable finance with a collaborative culture.
- Benefits: Gain valuable experience in a dynamic environment with opportunities for growth.
- Other info: Be part of a forward-thinking team dedicated to long-term value creation.
- Why this job: Make a real impact in sustainable investing while developing your skills.
- Qualifications: Interest in sustainable finance and strong communication skills required.
The predicted salary is between 25650 - 31350 £ per year.
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein.
When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management.
Alongside the LLP we also have two other entities which focus on US and Jersey based clients.
Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester.
The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them.
By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.
Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business.
Belonging, respect, integrity, conviction and entrepreneurship are our core values.
As our brand recognition grows, we are fast becoming an employer of choice in our sector.
We have over £30 billion in funds under management and circa 700 staff.
Job Description
Key Responsibilities
- Maintain LGT WMs sustainable models on internal platforms such as Morningstar, Fact Set and Style Analytics.
- Update sustainable literature including presentations, quarterly reviews, performance and asset allocation.
- Submit periodic data requests from third parties, such as risk profilers.
- Manage and co-ordinate the teams monthly and quarterly task list.
- Contribute to building efficient processes within the team, including the integration of AI tooling.
- Compile risk and analytics packs for sustainable investment committee meetings.
- Monitor markets to understand current drivers and market sentiment at the asset class and sub-asset class level.
- Proactively build knowledge on sustainable investment fund landscape.
- Contribute towards sustainable investment research, primarily focussing on third party funds across fixed income, equities, and alternatives.
- Support Investment and Wealth Managers with adviser/client requests for information and questions on proposition.
- Support communications, including sustainable investing thought-leadership content.
Requirements
Key Skills and Technical Requirements
- An understanding of asset classes and portfolio construction within the wealth and asset management industry.
- Knowledge and interest in sustainable finance
- Understanding of market cycles, drivers and characteristics
- Strong communication skills, with the ability to explain portfolio and trade objectives clearly and appropriately to internal and external stakeholders.
- Sound knowledge of UK sustainable wealth management industry and understanding of the regulatory framework.
- Understanding of third-party funds and fund of fund investing.
Other Skills and Attributes
- Excellent organisation skills, effective time management, excellent attention to detail, and delivery to deadlines.
- Process driven, and able to proactively suggest enhancements where relevant.
- Self-motivated, with ability to take the initiative within an understood framework of scope and authority.
- Actively assists others as and when required to ensure that the team meets its objectives.
- Strong interpersonal skills; with the ability to build relationships with internal and external stakeholders.
- Strong communication skills, with ability to articulate complex topics in a clear and relatable way to internal and external stakeholders.
- Strong numerical and analytical skills, specifically in the context of portfolio management.
- Ability to keep abreast of developments in the sustainable financial services industry and of all relevant regulatory changes.
- Acts at all times in a professional manner and as an ambassador to the Firm with external stakeholders.
- Deals with all matters promptly, professionally and effectively. Ability to work under pressure.
- Conducts role in accordance with LGT’s policies and procedures adhering to the Firm’s compliance guidelines.
- Contact Information
We are looking forward to receiving your online application.
For any further information please do not hesitate to contact us.
LGT Wealth Management UK LLP Human Resources
Nicola Swatton
Trainee Analyst, Sustainable Investing in London employer: LGT Bank
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work culture that prioritises client-centric values and fosters individual growth. With a commitment to integrity and entrepreneurship, employees benefit from a supportive environment that encourages innovation and collaboration, alongside opportunities for professional development in a prestigious London-based firm with a global presence. Join us to be part of a team that not only values your contributions but also invests in your future success.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Analyst, Sustainable Investing in London
✨Get Involved in Investment Communities
Join local investment clubs or online forums focused on asset management. Engaging with these communities can give you insights into the industry and might even open doors for referrals when companies like LGT Bank are looking for trainees.
✨Attend Finance and Asset Management Events
Make it a point to attend finance-related meetups, workshops, or networking events in your area. These are golden opportunities to meet professionals from the asset management field and get your face known, which can set you apart when applying to places like LGT Bank.
✨Leverage Your University Career Services
Don’t overlook your university's career services! They often have exclusive partnerships with companies in asset management and can help you find trainee openings first. Plus, they may host career fairs where you can meet recruiters from firms like LGT Bank.
✨Tailor Your Approach When Applying
When applying for the trainee position at LGT Bank, make sure you highlight any relevant coursework or projects related to investment and asset management. This shows your genuine interest and readiness to step into a role that could jumpstart your career.
We think you need these skills to ace Trainee Analyst, Sustainable Investing in London
Some tips for your application 🫡
Show Off Your Analytical Skills:In investment and asset management, hiring managers love to see strong analytical skills. When crafting your CV, make sure to highlight any relevant coursework, projects, or internship experiences where you demonstrated your ability to analyse data or contribute to investment strategies. Use specific examples to showcase your analytical thought process and quantitative skills.
Quantify Your Achievements:In this field, numbers speak louder than words. When listing your past experiences, try to quantify your achievements. For instance, mention the percentage by which you improved a project's outcome or how you contributed to a team achieving specific goals. This gives potential employers a clearer picture of your impact and capabilities.
Tailor Your Cover Letter for Learning Potential:As a trainee, the emphasis should be on your motivation to learn and grow in the investment-asset-management field. In your cover letter, express why you are excited about joining LGT Bank specifically, and discuss how this role aligns with your career aspirations. Show that you’re eager to soak up knowledge and contribute positively to the team.
Polish Your CV with Relevant Coursework:Don’t forget to include relevant coursework and any finance or investment certifications you've completed on your CV. This is especially important for a trainee position as it showcases your foundational knowledge in the field. Make sure to highlight any projects or case studies that are applicable, so LGT Bank can see you’ve got the basics down!
How to prepare for a job interview at LGT Bank
✨Brush Up on Financial Modelling
In investment asset management, having a firm grasp of financial modelling is crucial. Before your interview with LGT Bank, make sure you can confidently discuss your understanding of key financial concepts and perhaps even run through a basic model or two. Being able to showcase your analytical skills will definitely impress them!
✨Study Current Market Trends
Make sure to stay updated on current market trends and economic news. During your trainee interview, you might be asked about how these trends can affect investments. Being well-versed in recent events not only shows your interest in the field but also prepares you to discuss relevant case studies or examples when asked.
✨Show Your Willingness to Learn
As a trainee, what they're really looking for is your potential to grow in the role. Be ready to talk about your eagerness to learn and adapt. Share examples from your studies or any relevant experience that highlight your commitment to becoming a knowledgeable professional in asset management.
✨Have Clear Questions Prepared
Towards the end of the interview at LGT Bank, you'll likely have a chance to ask questions. Prepare thoughtful queries about their training process or the types of projects you'll be involved in. This not only shows your interest but also gives you insight into what your day-to-day will look like in this trainee role.
