Equity Analyst

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Role: Equity Analyst

LGIM is the investment management arm of Legal & General Group, a FTSE 100 company. We are one of Europe’s largest asset managers and a major global investor, with global assets of £894bn/U$1,105bn/ €1,047 billion*.  Our success comes from our focus on clients - providing them with services and solutions that meet their needs. We offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of institutional and retail investors.

LGIM is one of the world’s leading providers of index fund management. We are at the forefront of developments in liability-driven risk management solutions for defined benefit pension schemes, a leading provider of defined contribution solutions and also offer wide range of strategies to help our clients manage their investment objectives. LGIM continues to innovate as markets evolve, building strong relationships with clients including pension scheme, sovereign wealth funds, wealth managers and other professional investors.

We understand that our scale brings responsibilities. We play an active role in the companies we invest in, from exercising shareholder voting rights to directly engaging with companies at a board level. By engaging with businesses, we aim to unlock value for investors and shape the future and sustainability of financial markets.

In addition to having a leading position in the UK, we have selectively expanded into new markets across Europe, the Middle East, Asia and the US. We believe that translating our capabilities to reflect the needs of our international clients will mean we are well placed to help them achieve their objectives.

*as at 31 December 2016, including derivative positions and advisory assets. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.

Role Responsibilities:

This role is for an Equity Analyst / Deputy Fund manager position in the Global Income team. The team manages long-only, high conviction funds with an investment horizon of around 3 years. The investment approach has a clear focus on paying an attractive price for a stock based on bottom-up fundamental research on the company and its industry. This value approach naturally leads to a market-beating level of income for the funds.

The employee will work closely with the senior Fund Managers who run the UK and Europe-ex-UK funds. This will involve analysing potential new investment ideas and existing stock holdings, and assisting in all the aspects of managing the funds. The role offers a significant opportunity to make a valuable contribution to the portfolios, team process and performance.  Ultimately the joiner should become the lead manager for a fund, when experience and opportunity allow.

The employee is also expected to work closely with the other members of the Active Equities team and also other senior team members across LGIM.  They will interact on a regular basis with external companies’ senior management, Investor Relations and sell-side research providers; therefore, excellent communication and presentation skills are essential to be successful in the role.

Excellent academics, experience operating across multiple sectors and an in-depth understanding of detailed investment research are highly desirable.  Being highly numerate and IT literate are essential to the role. The successful candidate should combine good levels of technical expertise and substantial levels of fundamental research ability.

Required Skills:

  • Educated to degree-level, and CFA or ACA likely

  • In-depth investment experience, including equities

  • Previous experience from within an Investment Management company - preferably with Pan European, Europe, or UK experience

  • Highly numerate and analytical - and IT literate (including strong Excel skills)

  • Ideally experience of Bloomberg

  • Efficient with time and able to prioritise and focus on most important issues

  • Self-starter, resilient, accurate. Likely to be an able presenter, confident