Portfolio Analyst, Investment Strategy

About LPPI

One of the key priorities at LPPI is ensuring that our people work every day in an empowered, supportive, diverse and inclusive culture. Practically, this means recognising and valuing the uniqueness of every individual in terms of background, experience, beliefs and circumstances. This starts with the recruitment process, where we partner with agencies who share our common goal and advertise on a variety of job boards to access the broadest spectrum of candidates. And once successful applicants are on board, we trust our people to work in the way that works best for them, which typically involves a mix of office and home working plus an engagement model to ensure frequent two-way feedback.

We are very proud of our culture at LPPI and the benefits it brings to both our people and the business. But don’t just take our word for it! Recently, we invited our entire workforce to describe in three words what is great about us and they said - our people, flexibility and collaboration.

If you would like to join a company that is inclusive and forward-thinking, please read on.

Role Purpose

LPPI’s asset management, OCIO and client communication functions depend upon information around asset and client portfolios. The Investment Team today lacks a dedicated resource to ensure that performance drivers and risks are clearly understood. Oversight of portfolio exposures is improving; however, understanding where active exposures lie is resource intensive and we have an ambition as a group to markedly improve our internal and external communication in this area.

The Portfolio Analyst will work within the FAARRI group and collaborate closely with the wider Investment Team, the Client Management Team, the IP&A Team and the IFO Team. The Portfolio Analyst will be intimately familiar with inter and intra asset class drivers of performance and exposure, absolute and benchmark relative, spanning regional, industry, factor, RI, and where relevant deal specific contributors. The Portfolio Analyst will lead in relevant areas of content generation and be a respected first port of call for a range of internal and external portfolio enquiries.

Key Responsibilities

1. Investment Team owner of performance and exposure data.
2. Oversee output of client reporting from custodians and LPPI’s IP&A team. Work to interpret and manipulate data to understand performance drivers and communicate narrative to various stakeholders including clients, LPPI portfolio managers and LPPI Investment Committee.
3. Working closely with LPPI’s Client Management, IP&A and IFO, the Portfolio Analyst is a respected voice who is the first person on the FAARRI Team sought out for client questions around performance and exposure.
4. The Portfolio Analyst is responsible for delivering various internal and client commentaries concerning performance and exposure. They will form solid relationships with asset class Portfolio Managers and be trusted to resolve or escalate external portfolio queries as appropriate.
5. The Portfolio Analyst will work with LPPI’s Responsible Investment Team and Portfolio Managers as appropriate to help the RI team improve integration of RI considerations and LPPI’s RI portfolio lenses.
6. The Portfolio Analyst will contribute as appropriate towards LPPI’s data function goals including serving on relevant working groups.
7. Support the Senior Analyst, Investment Strategy in maintaining and updating regular client liquidity projections including downside stress-test analysis.
8. Support the Senior Analyst, Investment Strategy in maintaining client FX exposures for currency hedging programme.
9. Serve as an analytical resource for the team, staying abreast of investment themes, client preferences, best practices.
10. Provide insight to portfolio management teams on the exposure impact of potential new investments.

Requirements for the role

1. Demonstrated experience in financial services.
2. Relevant academic qualification (BSc/MSc) from quantitative areas such as finance, mathematics, sciences, engineering or computer science, or equivalent experience.
3. Good analytical skills.
4. Strong communication skills (written and oral).
5. Proactive, enthusiastic and committed team player.

Reasonable adjustment will be made to working arrangements to accommodate a person with a disability who otherwise would be prevented from undertaking the work.