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Since its launch in April 2016, LPPI has successfully designed and launched a suite of asset class-based investment funds which can be utilized to deliver clients' strategic asset allocations. LPPI's investment professionals are seasoned global investors whose experience span assets classes and investment styles, with deep buy/sell side asset management and capital markets experience.
We currently have an opportunity for a senior equity analyst to join our team. Reporting to the Portfolio manager, this is a strategic role in shaping the future of our investment team.
As you would expect from a pension organization LPP offer employees access to an excellent pension scheme with up to 12% employer contributions.
We offer a 37-hour working week, with flexibility in working pattern for the right candidates. LPP provides an environment of continuous personal and professional development to support employees in reaching their full potential to deliver our vision 'to be a leading pension services business. This role will be based out of our London office based in Union street
Assist in the development, implementation and management of the agreed liquid investments portfolio and particularly the internally managed equity portfolio. Build and stress test, appropriate internal financial models to monitor performance and prepare appropriate corresponding management reports to facilitate decision making forums. Build knowledge and capability across the investments function in order to support the wider team in the monitoring of external equity investment mandates in addition to carrying out other investment administration activities as directed for Corporate Management Team, Investment Committee and Board meetings.
Actively assist in the development, implementation, on-going monitoring and improvement of the internally managed equity strategy in accordance with the Investment Strategy Statement ensuring that all investments meet the level of expected returns.
Working with colleagues, contribute to LPPI's stated objectives by maximising expected returns from liquid assets and ensure equity investments are:
Consistent with the Fund's investment aims/expected returns and within acceptable risks.
Managed by the 'best of breed' managers contributing to the manager selection whilst looking for new mandates and continually monitoring and reviewing existing managers against their respective levels of return.
Placed within appropriate funds which match the LPPI's investment profile and cash flow requirements.
Providing value for money by managing the fund's expense ratio efficiently.
Improving the fund managers' accountability and asset transparency.
Support the wider team in all aspects of investment research, execution, administration and operational activities as directed.
To monitor the internally managed Equity portfolio as directed by the Investment manager, Equities.
To build, develop and maintain internal financial models for all direct equity holdings including other equity sector and strategy models as directed.
To analyse company accounts and financial statements, ensuring all holdings are appropriately stress tested in line with LPPI requirements.
Prepare and implement all administration, draft reporting, record maintenance (including corporate actions, dividend payments and reinvestments) associated with the concentrated Equity Portfolio.
To contribute to the due diligence process and prepare the appropriate accurate documentation to facilitate IC members decision making.
To assist the wider team in the monitoring of external equity portfolios.
Provide all necessary accounting and administration information to the Investment Operations and Finance Team as directed in order to aid the preparation of annual accounts and Committee reporting.
Act as key liaison for all internal and external auditing matters arising in relation to the concentrated Equity Portfolio.
To contribute to the quarterly and annual Equity Portfolio reporting process and other reports as required and/or directed by senior team members.
To continually develop both knowledge and skill in the professional investments arena by maintaining up to date information in relation to market development and regulation changes, through the attendance of external seminars and other professional courses as necessary.
Actively support LPP's equality programme, both internally and externally, along with all other corporate policy initiatives, as directed
To be a proactive, self-motivated team player who has the ability to manage a high personal workload with multiple deadlines.
Eager and have a willingness to go above and beyond what is typically required on the job and the ability to think critically and make appropriate decisions.
To share our passionate about equity investing.
To demonstrate a positive attitude on a daily basis.
Conscientiousness: A keen eye for detail and a strong commitment to quality.
Effective communication skills including the ability to influence and build good working relationships at all levels both internally and externally.
Capability to develop and follow an investment process based on sound principles and demonstrable conformance therein.
Knowledge and skills to build a fully integrated corporate financial model to support the due diligence process.
The ability to build positive and productive working relationships with fund managers and other external partners as required.
An understanding of the breadth of the diversity agenda including embedding good practice and an understanding of LPP's commitment to combating discrimination and promoting equality of opportunity.
Ideally two years equity analytical experience gained within a relevant and similar organisation.
Degree level educated ideally gained within a business, finance and/or investment related discipline.
Ideally CFA qualified or working towards completion of CFA or other related qualification and willing to study further as necessary.
Fully versed in equity valuation techniques.
Good level of numerical, analytical and report writing skills including a working knowledge of MS office tools to assist in the communication of key messages and to facilitate discussions and decision making.
Experience of building professional network and seek business opportunities within respective asset classes.
Reasonable adjustment will be made to working arrangements to accommodate a person with a disability who otherwise would be prevented from undertaking the work.