At a Glance
- Tasks: Support sustainable investment research and manage data requests while collaborating with a dynamic team.
- Company: Join LGT Wealth Management, a leader in sustainable finance backed by the Princely Family of Liechtenstein.
- Benefits: Gain valuable experience in a supportive environment with opportunities for professional growth.
- Other info: Be part of a culture that values integrity, respect, and innovation.
- Why this job: Make a real impact in sustainable investing while developing your skills in a fast-growing sector.
- Qualifications: Interest in sustainable finance and strong communication skills are essential.
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 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.
