Company:
Blue Octopus Recruitment Ltd
Location: Leeds
Closing Date: 26/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Full time (we welcome flexible working discussions)
An opportunity to make a difference
Our purpose is to make a difference and were looking for a keen Equity Research Analyst with experience covering one-or-more sectors in the Listed Alternatives universe (Alternative Financials, Real Estate or Infrastructure/Utilities) to join our award-winning team.
As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. Were a £64bn asset manager, the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.
Our Investment Analysts conduct detailed fundamental research on companies in global equity and credit markets. The Research Team sits within the wider Investment Team which manages both internal (direct securities) and external (selecting fund managers) investment products with defined risk/return objectives across Public Equities, Fixed Income, Alternatives and Real Estate.
The team is growing and thats why we are now recruiting for a Listed Alternatives Investment Analyst working closely with Portfolio Managers to directly influence the performance outcomes of a key strategy.
The role what youll be doing
This role supports our internal Portfolio Managers, creating high quality investment research which enables sound investment decisions that fully integrate Responsible Investment principles and achieve long term investment returns.
As an Investment Analyst your role is hugely important and will include:
Conducting detailed fundamental research on companies in global listed alternatives sectors, generating investment recommendations in accordance with our Investment philosophy, investment process, and procedures.
Evaluating new investment ideas for inclusion in relevant portfolios.
Collaborating: We are a collegiate organisation, all team members play an active role in constructively and respectfully challenging the information, analysis and logic supporting the recommendations of research team colleagues and the investment approach of Internal Equity PMs, seeking to enhance performance of internal funds, sharing insight and subject matter expertise to develop the capability of others and strengthen our investment culture.
Active participation in investment team meetings, company meetings and conferences.
Engaging with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach.
About you - and the value youll bring to our team
Youll have a keen interest and understanding of investment markets, long-term investment, and a commitment to responsible investment and sustainability.
Youve got excellent analytical skills, both qualitative and quantitative.
Youll be a strong communicator with high levels of integrity and trustworthiness and be able to distil a wide range of often conflicting information in a concise and cohesive manner.
A natural problem solver with the ability to make decisions using imperfect information, youll understand financial income, cashflow and balance sheet models to support investment theses.
While you would ideally have had experience in at least one of: Alternative Financials (Private Equity Managers, Alternative Credit Managers, BDCs, CLOs), Real Estate or Infrastructure/Utilities, its not necessary to have worked in all areas as support and training will be provided to enable growth into those sectors not previously covered.
You can demonstrate planning, organisation, time and data management and administrative capabilities and have good communication skills.
Youre a pro-active, self-motivated team player with the ability to manage an interesting and variable workload and be willing to assist and support other team members when required.
So, if you are educated to degree level (or equivalent), have a suitable investment management qualification (or be studying towards one) and have proven investment analysis experience then we want to hear from you!
Why join us?
You will receive competitive remuneration and have access to excellent benefits:
Vitality Health Insurance for all employees
Employee Assistance Programme
A generous holiday allowance of 30 days a year, plus bank holidays
Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC)
Critical Illness Cover
Pension scheme
Stunning Leeds city centre location only a short walk to the train station
Cycle to work scheme
Life Assurance of 6 times of salary
Sustainable travel plans and public transport discounts
Range of discounts for Leeds gyms, shops and restaurants
Hybrid working
Onsite gym
We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development.
If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you.
Were looking for people with the right values, behaviours, skills and experiences and if you meet some of the roles criteria and are interested in finding out more about us and the team, wed love to hear from you.
About Us
We are a collaboration of 11 Local Government Pension Funds with a total asset value of c.£64 billion (as of the 31st of March 2024). We are a FCA regulated investment company created to pool the investments of like-minded Local Government Pension Scheme (LGPS) funds our Partner Funds. Established in 2018, we are the largest LGPS pools in the UK.
Our purpose is to make a difference for the Local Government Pension Scheme. We seek to do this by providing cost-effective and innovative investment opportunities delivering returns over the long term for our Partner Funds, their employers and over 1.1 million LGPS members.
Since launch, we have been awarded many accolades: Best Pool of the Year at the LAPF Investment Awards three years out of four, most recently winning Pool Innovation of the Year, named at the Professional Pensions UK Pensions Awards as Equity and Alternatives Manager of the Year, and our Climate Change report has won Pensions for Purpose awards two years in a row.
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