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- Tasks: Analyse bonds and fixed income securities, producing detailed research notes for investment decisions.
- Company: LGT Wealth Management, a leading firm with a fresh approach to wealth management.
- Benefits: Gain valuable experience in finance, work with experts, and develop your analytical skills.
- Why this job: Join a dynamic team and make an impact in the world of finance and investment.
- Qualifications: Bachelor’s degree or equivalent; interest in financial markets and strong analytical skills.
- Other info: Collaborative culture with opportunities for professional growth and development.
The predicted salary is between 36000 - 60000 £ 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. Our aim is to offer a fresh approach to wealth management. Our head office is based in London; however, we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. 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.
Brief Role Objective: This role involves working within the fixed income research team to analyse bonds and fixed income securities, assessing their suitability for LGT Wealth Management while following our investment ethos. You will produce detailed research notes for new and existing securities that highlight their structure, sources of return, associated risks, and client suitability.
Key Responsibilities:
- Conduct bottom‑up analysis using published issuer financial statements, credit metrics, and relevant market data; adept at detailed spreadsheet work and data quality standards.
- Analyse fixed income instruments, including government and corporate, as part of ongoing research and upon request.
- Support sector or regional coverage responsibilities as directed.
- Maintain and update security spreadsheets and issuer databases.
- Clearly articulate why fixed income securities are selected and how they meet LGT Wealth Management criteria.
- Produce high‑quality and client‑friendly research notes, summarising investment rationale, risks, and rewards.
- Collaborate with colleagues across the Fixed Income and broader Investment teams; contribute to team discussions and shared initiatives, avoiding silos.
- Engage with the Fixed Income Investment Committee to assist with additions, removals, or renewals on the approved list.
- Work closely with wealth managers and portfolio managers to understand their requirements and provide research support.
- Attend client meetings with team members as needed, helping to explain fixed income positions and market views.
Your profile
Key Skills and Technical Requirements:
- Bachelor’s degree or equivalent.
- Working towards or completed IMC and/or CFA.
Other Skills and Attributes:
- An interest in financial markets and some understanding of the key market drivers.
- Strong analytical skills.
- Good organisational skills with the ability to prioritise and meet deadlines.
- Personable, with the ability to build relationships with key external and internal stakeholders.
- Self‑starter, motivated and confident in their ability to understand the investment process.
- Strong IT skills: particularly MS Excel, Word, PowerPoint and Outlook.
- Proficiency with financial data systems will be required, e.g. Bloomberg, Factset and Morningstar.
- Financial modelling and sensitivity analysis, using software such as MS Excel, is also advantageous.
Interested in the role? Complete the online application. We look forward to getting to know you.
Research Analyst - 12 month FTC employer: LGT Vestra LLP
Contact Detail:
LGT Vestra LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Research Analyst - 12 month FTC
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at LGT Wealth Management. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by diving deep into fixed income research. Know your stuff about bonds and market trends so you can impress them with your knowledge and passion during the conversation.
✨Tip Number 3
Showcase your analytical skills! Bring examples of your previous work or projects where you've used data analysis. This will help you stand out as someone who can hit the ground running.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're genuinely interested in being part of our team at LGT Wealth Management.
We think you need these skills to ace Research Analyst - 12 month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Research Analyst role. Highlight relevant experience and skills that match the job description, especially your analytical skills and familiarity with financial markets.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with LGT Wealth Management's values. Keep it concise but impactful.
Showcase Your Analytical Skills: Since this role involves a lot of analysis, be sure to include examples of your analytical work in your application. Mention any experience with financial modelling or using data systems like Bloomberg or Factset.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at LGT Vestra LLP
✨Know Your Numbers
As a Research Analyst, you'll be dealing with financial data all the time. Brush up on your knowledge of key financial metrics and be ready to discuss how you would analyse them. Familiarise yourself with common terms and concepts related to fixed income securities, as this will show your understanding of the role.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical prowess during the interview. Bring examples of past projects where you've conducted detailed analysis or produced research notes. Be ready to explain your thought process and how you arrived at your conclusions, especially in relation to fixed income instruments.
✨Understand Their Ethos
LGT Wealth Management has a clear investment ethos focused on client suitability and transparency. Make sure you understand their approach and values. During the interview, articulate how your personal values align with theirs and how you can contribute to their mission of creating long-term value.
✨Engage and Ask Questions
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, ongoing projects, and how they measure success in the role. This not only shows your interest but also helps you gauge if the company culture is the right fit for you.
