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For Companies At a Glance
- Tasks: Conduct research and analysis to support investment decisions in real assets.
- Company: Join Lothian Pension Fund, a vibrant and growing local government pension scheme.
- Benefits: Enjoy competitive salary, flexible working, and a generous pension scheme.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Make a real impact on investment strategies while developing your skills.
- Qualifications: CFA qualification and prior experience as an Investment Analyst required.
The predicted salary is between 40000 - 50000 £ per year.
About us
At Lothian Pension Fund (LPF), we administer the local government pension scheme (LGPS) in Edinburgh and the Lothians and are one of approximately a hundred LGPS funds in the UK. We’re an asset-backed and multi-employer scheme with around £10.3 billion of assets and we were 157% funded at our last valuation in 2023. We’re proud to serve over 95,400 members and 58 contributing employers. LPF is a growing, vibrant, and exciting place to work. We offer flexible working and a blended work model, working both from home and our spacious city centre office. We have many social and wellbeing initiatives to ensure we keep our sense of community alive even during challenging times. The continued professional development of our colleagues is important to us, so we provide access to a wide range of resources to build their expertise, skills and confidence.
The Role
We are advertising for an Investment Analyst (IA) to join our Real Asset’s team within Investments on a permanent basis. The role will focus on undertaking research to develop the investment knowledge and capability required to support the investment management team. They will be responsible for monitoring the Fund’s real asset portfolios, cash flows and performance, and will provide data and analysis to assist investment decision-makers. Responsible for various tasks that support the Chief Investment Officer, Investment Heads and Portfolio Managers, who manage the investment portfolio(s) of Lothian Pension Fund (LPF) and any portfolios under LPFI Limited’s management.
- Undertake research projects on existing and potential investments. This may involve analysis of individual assets, or of macro strategy.
- Undertake due diligence as required and acquire expertise through detailed examination of the underlying drivers of future returns for assets, including Responsible Investment considerations, to make clear investment recommendations to relevant Portfolio Managers (PMs) or Investment Groups (IGs) and other senior LPF staff.
- Liaise with the accounting team and external suppliers to ensure the accuracy and integrity of the data upon which investment decisions are based, and with the legal, risk and compliance team to ensure that investments and portfolios are implemented in accordance with the appropriate legal and regulatory frameworks and LPF’s own guidelines, including its responsible investment policy, which involves company and external manager engagement and voting.
- Report verbally and in writing to PMs and IGs, and the Joint Investment Forum (JIF) and other stakeholders, including partner Funds.
- Provide support to the investment team, the investment operations team, the accounting team and LPFI Limited’s clients.
What experience are we looking for?
The following requirements are essential for this role:
- Prior experience as an Investment Analyst, or a closely related role.
- Previous experience within real assets is desirable.
- Full CFA qualification is essential.
- Strong verbal and written communication skills.
- Experience of Microsoft suite of software, especially Word and Excel.
- Degree level qualification desirable and strong academic record essential.
- Clean basic vetting checks.
How to apply
Please upload your CV and a covering letter, which includes a supporting statement explaining why you’d be a great fit for the role. CVs on their own won’t be accepted as an application for the role.
Our core and flexible benefits
You’ll benefit from a highly competitive salary, a discretionary variable pay award and a wide range of colleague benefits, including:
- A generous defined benefit pension scheme
- A hybrid model of working, both from home and in our new office in the centre of Edinburgh
- Flexible working to support both your needs and those of our organisation
- An all-inclusive gender-neutral parent policy covering maternity, paternity, surrogacy, and adoption
- A free and confidential Employee Assistance Programme to support you and your family through any concerns or challenges you may face
- Award programme based on peer-to-peer nominations
- A cash bonus recruitment referral programme
- Access to the Salary Extras portal which offers to a range of amazing discounts and services such as a voluntary healthcare plan, gym and retailer discounts, bike to work and tech scheme
Equal Opportunities
Lothian Pension Fund is committed to promoting a diverse, equal, and inclusive culture and welcomes applications from people of all sectors of the community. We encourage people from under-represented communities to apply, including but not limited to those with disabilities, from minority ethnic groups, who are part of the LGBT+ community, and all those who feel their voices are not commonly represented. If you need any adjustments to support your application, such as information in alternative formats or if you’re eligible under the Disability Confident Scheme please contact us and we’ll do everything we can to help. For more information on how we handle your data, please refer to our Recruitment Privacy Policy.
Investment Analyst in Edinburgh employer: Lothian Pension Fund
Contact Detail:
Lothian Pension Fund Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Lothian Pension Fund on LinkedIn. A friendly chat can give you insider info and maybe even a referral.
✨Tip Number 2
Prepare for the interview by researching LPF’s recent projects and investment strategies. Show us you’re genuinely interested in our work and how you can contribute to our goals.
✨Tip Number 3
Practice your communication skills! As an Investment Analyst, you’ll need to convey complex ideas clearly. Try explaining your past projects to friends or family to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team.
We think you need these skills to ace Investment Analyst in Edinburgh
Some tips for your application 🫡
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Make sure to highlight why you're the perfect fit for the Investment Analyst role. Use specific examples from your experience that align with what we're looking for, and don't forget to show your enthusiasm for joining our team at Lothian Pension Fund.
Tailor Your CV: We want to see how your skills and experiences match the job description. Customise your CV to emphasise your relevant experience as an Investment Analyst, especially in real assets. Highlight your CFA qualification and any analytical projects you've worked on that demonstrate your expertise.
Showcase Your Communication Skills: Strong verbal and written communication skills are essential for this role. In your application, make sure to convey your ability to present complex information clearly. Whether it's in your cover letter or CV, use concise language and structure your points well to make a great impression.
Apply Through Our Website: To ensure your application gets the attention it deserves, please apply through our website. Remember, we need both your CV and a covering letter, so don’t skip that part! We’re excited to see what you bring to the table.
How to prepare for a job interview at Lothian Pension Fund
✨Know Your Numbers
As an Investment Analyst, you'll be dealing with significant figures and data. Brush up on your financial metrics and be ready to discuss how you would analyse real asset portfolios. Familiarise yourself with LPF's recent performance stats and be prepared to share your insights.
✨Showcase Your CFA Knowledge
Since a full CFA qualification is essential for this role, make sure you can articulate key concepts from your studies. Be ready to discuss how your CFA training has prepared you for the responsibilities of monitoring cash flows and making investment recommendations.
✨Communicate Clearly
Strong verbal and written communication skills are crucial. Practice explaining complex investment strategies in simple terms. You might be asked to present your findings or recommendations, so clarity and confidence will set you apart.
✨Engage with Responsible Investment
LPF values responsible investment practices. Research their policies and be prepared to discuss how you would incorporate these considerations into your analysis. Showing that you understand the importance of sustainability in investments will resonate well with the interviewers.