Investment Analyst
We’re looking for an Investment Analyst to join our Core Capital Portfolio Management team within LGAS. This is an opportunity to work across a diverse, multi‑asset portfolio spanning public and private markets, supporting long‑term institutional retirement solutions. You’ll be part of a collaborative, inclusive environment where different perspectives are valued, and where you can develop your analytical, technical and stakeholder engagement skills while contributing to meaningful investment outcomes.
What you’ll be doing:
- Analysing portfolio and fund performance, exposures, risks and liquidity against targets and mandates
- Managing and assuring portfolio, fund and position data quality through reconciliation and robust controls
- Monitoring total portfolio metrics and contributing to scenario and positioning discussions
- Supporting the assessment, recommendation and execution of new investments alongside internal partners
- Monitoring liquidity and cashflow forecasts and supporting agreed liquidity actions
- Partnering with Finance to support monthly processes, forecasts, business planning and management information
- Preparing analysis and materials to support investment monitoring forums and governance decisions
- Coordinating trade instructions and associated operational and documentation activities
Who we’re looking for:
- Experience in investment analysis, portfolio reporting or investment operations within an asset management, insurance or pensions environment
- A good understanding of portfolio and fund analytics, including performance, risk and liquidity
- Knowledge of fund structures, cashflows and valuation concepts, with exposure to private markets being beneficial
- Strong data skills with experience in reconciliation, controls and data management
- An interest in process improvement and using technology to enhance efficiency and insight
- Advanced Excel skills and the ability to produce clear, insightful management information
- Clear written and verbal communication skills for working with a range of stakeholders
- A collaborative mindset with the ability to manage priorities and deliver to deadlines
Benefits
- The opportunity to participate in our annual, performance‑related bonus plan and valuable share schemes
- Generous pension contribution
- Life assurance
- Healthcare Plan (permanent employees only)
- At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
- Competitive family leave
- Participate in our electric car scheme, which offers employees the option to hire a brand‑new electric car through tax efficient salary sacrifice (permanent employees only)
- We offer a range of discounts for our own products and at a range of high street stores and online
- We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience
We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part‑time, term‑time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.
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