Passive Investment Analyst: Markets, Risk & Responsible Investing

LGPS Central; Rough Hills; Sur place; GBP 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

Enhanced pension scheme

Hybrid working

Employee wellbeing support

Awards and recognition

Résumé du poste

LGPS Central is seeking an Investment Analyst to support the Passive Investment Team in managing internally run passive equity and gilt portfolios. The role reports to the Investment Director in Wolverhampton and focuses on portfolio analysis, performance monitoring, and collaboration with internal and external stakeholders.

Key responsibilities include assisting strategy implementation, maintaining mandates and compliance, and contributing to Responsible Investment initiatives across

Qualifications

• Experience supporting investment processes within public markets, ideally passive strategies.
• Understanding of passive investment principles, index-tracking strategies and portfolio management processes.
• Strong analytical skills with the ability to interpret portfolio data, performance information and risk metrics.
• Ability to document analysis, conclusions and rationale clearly and concisely.
• High degree of professional ethics, integrity and judgement.
• Highly organised, proactive and able to manage multiple priorities effectively.
• Keen to contribute across all aspects of the role and provide support to the Investment Director and Portfolio Managers when required.
• Strong interpersonal, collaborative and communication skills.
• Proficiency in Microsoft Excel and investment systems such as Bloomberg.
• Ability to evaluate portfolio performance and risk objectively and present findings to stakeholders.

Responsabilités

• Assist the Passive Team Investment Director and Portfolio Managers in implementing the strategy and investment process of LGPS Central's internally managed passive equity and gilt portfolios to meet Partner Fund objectives.
• Support the Investment Director and Portfolio Managers by helping ensure investments are managed within agreed mandates, benchmarks, regulatory requirements and corporate policies.
• Monitor portfolio performance, tracking error and key risk metrics, providing analysis and challenge where appropriate.
• Assist in the integration and maintenance of Responsible Investment and Stewardship policies across passive portfolios, working closely with Risk and Compliance colleagues.
• Support portfolio implementation activities including rebalancing, benchmark changes, index events and corporate actions.
• Promote LGPS Central within the investment community and Partner Funds.
• Embrace a culture of high-performing, collaborative, research-based and responsible investing across LGPS Central.
• Take ownership of allocated projects, building effective relationships across investment teams, operations, risk functions and the wider business.

Connaissances

Public markets experience

Passive investing principles

Analytical skills

Communication skills

Excel

Bloomberg

Formation

Bachelor's degree in Finance or Economics

IMC and CFA qualification or equivalent

Outils

Bloomberg

Description du poste

LGPS Central is seeking an Investment Analyst to support the Passive Investment Team in managing internally run passive equity and gilt portfolios. The role reports to the Investment Director in Wolverhampton and focuses on portfolio analysis, performance monitoring, and collaboration with internal and external stakeholders.

Key responsibilities include assisting strategy implementation, maintaining mandates and compliance, and contributing to Responsible Investment initiatives across