At a Glance
- Tasks: Support sustainable investment research and maintain internal models on platforms like Morningstar.
- Company: Join LGT Wealth Management, a leader in sustainable finance with a focus on client-first service.
- Benefits: Gain valuable experience in a dynamic environment with opportunities for professional growth.
- Other info: Be part of a culture that values integrity, respect, and entrepreneurship.
- Why this job: Make a real impact in sustainable investing while developing your skills in a supportive team.
- Qualifications: Interest in sustainable finance and understanding of asset classes required.
The predicted salary is between 25650 - 31350 £ per year.
Trainee Analyst, Sustainable Investing London
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 and Bristol.
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 £29 billion in funds under management and circa 700 staff.
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.
Your profile
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.
Transparency is important to us.
That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job.
That includes, for example, the history of the Princely Family, which is closely intertwined with our own.
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Trainee Analyst, Sustainable Investing in London employer: LGT Group
LGT Group is an exceptional employer located in the vibrant Greater London area, offering a dynamic team environment where employees can thrive and contribute to meaningful client service. With a strong focus on professional development, employees are encouraged to grow their skills and advance their careers while enjoying a culture of collaboration and continuous improvement. The company's commitment to excellence and clear communication makes it a rewarding place to work for those seeking impactful roles in investment operations.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Analyst, Sustainable Investing in London
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like LGT Group actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like LGT Group. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including LGT Group, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Trainee Analyst, Sustainable Investing in London
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at LGT Group can help you grow your skills and knowledge in the field.
Tailor Your Application to LGT Group:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of LGT Group. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at LGT Group
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at LGT Group.
