Investment Analyst

JR United Kingdom; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company is seeking a proactive investment management professional to join its Fixed Income team. This role involves supporting Portfolio Managers and the Investment Director to deliver high-quality outcomes. Candidates should ideally have a degree, an IMC qualification, and relevant investment experience, particularly in Fixed Income, with excellent analytical skills and ethical standards.

Benefits

Enhanced Pension Scheme

Extra Paid Company Day

Welfare and Family-Friendly Policies

Enhanced Pay for New Parents

Employee Assistance Programme

Qualifications

• A degree level qualification is required.
• IMC gained and actively working towards CFA qualification.
• Relevant investment experience, especially in Fixed Income, is preferred.

Responsibilities

• Assist in analysis and oversight of multi-manager portfolios.
• Research and monitor underlying holdings.
• Liaise with external and internal stakeholders.

Skills

Investment Analysis

Financial Analysis

Interpersonal Skills

Analytical Skills

Attention to Detail

Education

Degree Level Qualification

IMC Qualification

Working towards CFA

Job description

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Are you ready to take the next step in your investment management career? We are looking for a proactive and detail-oriented professional to join our Fixed Income team.

Currently based in Wolverhampton, in this role, you will work closely with Portfolio Managers and the Investment Director to support the delivery of high-quality investment outcomes across our Fixed Income funds. This is a fantastic opportunity to contribute to a responsible investment approach, gain exposure to a wide range of portfolio management activities, and help shape the future of our Fixed Income strategies.

Specific responsibilities of the role include assisting in the analysis and oversight of multi-manager portfolios, researching and monitoring of underlying holdings, as well as liaising with external and internal stakeholders.

About Us

LGPS Central (LGPSC) Ltd is the FCA-regulated asset manager for eight local authority pension funds. LGPSC is jointly owned on an equal shares basis by those Partner Funds, and it is responsible for managing almost £45bn of their assets. It is one of eight Local Government Pension Scheme (LGPS) asset pools in the UK.

LGPS Central’s Partner Funds are:

The company is committed to responsible investment and has made responsible investment a core part of the investment process in every asset class.

LGPS Central Limited is proud to be recognised for its commitment to inclusion and workplace culture, as demonstrated by the following accolades:

• Nominees of the Family Friendly Employer of the Year 2022 - Personnel Today Awards 2022
• Winner of the Cultural Awareness Initiative of the Year - FT Advisors Diversity in Finance Awards 2023
• Winner of Diversity and Inclusion Award - LAPF In Investments Award 2023

The candidate:

The ideal candidate will hold a degree level qualification and have gained the IMC qualification. You will also be working towards the CFA qualification. Relevant investment experience, especially in Fixed Income, would be preferred.You will be encouraged to continuously update your learning and knowledge in post.

Skills/Knowledge/Experience/Competence:

• Experience of investment/financial analysis, especially Fixed Income, preferably gained with an asset manager or other financial institution.
• Demonstrated skill in originating, analysing and recommending investments, documenting the rationale for making investments and monitoring them once selected.
• High degree of professional ethics, integrity and gravitas.
• Proven interest in Fixed Income investing.
• Excellent judgement and analytical skills.
• First class interpersonal, collaborative and communication skills.
• Ability to use initiative and take responsibility for workflow when required. A self-starter.

Qualifications

• IMC gained and working towards CFA or similar qualification or relevant investment experience would be a plus.

What do we offer?

We are proud to provide our people with a premium and exclusive benefits package and we are continually improving the rewards we offer. Here are a few of the valuable rewards that you will enjoy:

• An enhanced and generous Pension Scheme
• An extra paid Company Day in addition to paid holidays
• Welfare and family-friendly policies
• Enhanced pay for new parents
• Access to our Employee Assistance Programme - 24-7 Health & Wellbeing Support