Front Office Risk & Control Analyst - Drive Outcomes

LGT Wealth Management UK LLP; Greater London; On-site; GBP 55,000 - 90,000; Full time

Job summary

LGT Wealth Management UK LLP is a UK-based partnership with the private banking group LGT. We focus on bespoke wealth management and maintain offices across the UK.

This role supports Portfolio Risk monitoring and regulatory compliance, ensuring accurate reporting and effective risk controls for Retail investors. We seek a degree-qualified professional with strong analytical ability and advanced Excel skills, familiar with Bloomberg, Morningstar, and Figaro.

Qualifications

• Educated to degree level or equivalent professional experience.
• Experience in an analytical role.
• Experience in discretionary or advisory investment management environment with Retail investors.
• Advanced Excel skills are essential.
• Prior use of Bloomberg or/and Morningstar and Figaro would be beneficial.

Responsibilities

• Support the design and upkeep of the Team’s Portfolio Risk monitoring processes to ensure adherence with key regulatory requirements and internal policies, procedures, group standards.
• Complete regular monitoring tasks, in line with the Team’s monitoring plan.
• Support the production and ongoing development of effective MI / KPIs to monitor ongoing competence, adherence to policies and procedures, and to demonstrate that the right client outcomes are being achieved.
• Support the resolution of any breaches of client mandates.
• Support production of periodic reports to Boards and Committees as required.
• Support Front Office staff and key stakeholders across the business, acting as a key contact for first line Portfolio Risk matters.
• Strong collaboration and sharing of best practice with teams within the Front Office and the wider business, including Risk & Compliance.
• To support and provide Portfolio Risk related training as agreed.
• Support the delivery of key Front Office Risk & Control initiatives involving Portfolio Risk - developments within the team, with a focus on efficiency, intelligent use of data and, where appropriate, help introduce automation.

Skills

Advanced Excel

Bloomberg

Morningstar

Figaro

Regulatory knowledge

Interpersonal skills

Team leadership

Education

Degree level or equivalent professional experience

Tools

Bloomberg Terminal

Morningstar

Figaro

Job description

LGT Wealth Management UK LLP is a UK-based partnership with the private banking group LGT. We focus on bespoke wealth management and maintain offices across the UK.

This role supports Portfolio Risk monitoring and regulatory compliance, ensuring accurate reporting and effective risk controls for Retail investors. We seek a degree-qualified professional with strong analytical ability and advanced Excel skills, familiar with Bloomberg, Morningstar, and Figaro.