Analyst (Fixed Income) London (GB)

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.
Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.

Brief Role Objective:

• Work closely with the Deputy Chief Investment Officer to undertake bond issuer and economic analysis to further support the Fixed Income Committee in the ongoing analysis of bond holdings and potential new investments
• Work closely with the fixed income portfolio management team

Key Responsibilities:

• Research, monitor and select new credit ideas.
• Propose and present analysis to the Fixed Income Committee.
• Generate monthly / ad hoc performance reports for the team and maintain research screens.
• Build and maintain relationships with key internal stakeholders responsible for client portfolios to ensure that the approved list and ongoing research is relevant to the business needs.
• Provide appropriate research notes to support investment ideas appropriate for both key stakeholders (portfolio managers / risk / compliance etc.) and regulatory requirements.
• Support the investment process and recommending improvements where applicable.
• Ensure that all processes, analysis, models and spreadsheets are documented, maintained and stored in line with company policies.
• Assist with the promotion of the firm’s brand name externally within the fund management community

Technical Requirements:

• Minimum 3 year experience in financial markets, primarily in broad fixed income
• Some experience doing either credit research or portfolio management
• Prior experience of using Bloomberg and its excel functionality
• Competent user of MS Excel and the remainder of the MS Office Package.
• IMC and/or CFA would be advantageous (CFA Level 1 minimum)

Other skills, competencies and attributes:

• Strong numerical and analytical skills, specifically in the context of fixed income research and/or portfolio management.
• A capable presenter with excellent communication skills; both written and verbal.
• Ability to work within a team and train more junior members.
• Strong organisational skills with the ability to prioritise and meet critical deadlines.
• Ability to liaise with Investment Managers on ad hoc requests regarding investment collectives.
• An understanding of operational due diligence and knowledge of private client investment preferable.