Fund Analyst

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VN-20152

Permanent

London

Competitive salary, benefits and bonus

31 December 2021

Legal & General Investment Management is a top 20 global fund manager. Its Real Assets division is one of the largest real estate fund managers in the UK, with c.150 professionals managing £36 billion of assets across commercial property, private residential, infrastructure, property lending and corporate credit.

The Real Assets long income funds, comprising the Annuity Portfolio and LPI Fund, have over £7bn invested in a diversified cross sector of UK property equity assets, incorporating alternative asset classes. The funds have become fully established over the last ten years, are a core product in the Real Assets stable and continue to have significant growth aspirations over the next few years. They are consequently regarded as flagship funds for the Real Assets business.

We are recruiting a Property Fund Analyst to provide fund analysis and financial modelling to the property fund management team (property equity direct investments). 

The successful candidate will have the benefit of working on two of Real Assets rapidly growing property equity funds with plenty of scope for career development in a challenging and rewarding role

 

  • Long income property pricing and modelling which includes detailed cashflow modelling of prospective transactions to aid the investment decision making process.
  • Create, maintain and evolve fund models to assess the impact of transactions on portfolio level risk and return metrics.
  • Analyse the relative value of property versus fixed income investments, including the selection of comparator bonds and application of methodology.
  • Providing analysis and insight in the areas of interest rate and inflation market data.
  • Modelling and analysing fund performance as compared to MSCI real estate benchmarks.
  • Assist in the preparation of annual fund strategy and financial model forecasts together with client reporting, investor communications and presentation preparation.
  • Assist with portfolio monitoring, including tracking tenant credit ratings within the portfolio.
  • Work with the wider platform to implement new technology solutions to enhance financial modelling analysis and simplify access to data.
  • Attend external valuation meetings, providing technical input and evaluating valuers models and understanding the valuation methodology used.
  • Significant experience in building and using Excel financial models.  Experience with Visual Basic is an advantage.
  • Experience of liability matching,  fixed income  and property asset classes.
  • Understanding of investment return calculations, preferably for commercial property and residential property investments.
  • An ability to clearly communicate complex ideas in written formats and verbally in both formal client and informal settings.
  • Self-motivated, energetic and pro-active with a willingness to work independently on analytical assignments.
  • A diligent and responsible approach to checking financial modelling assumptions, results and forecasts.
  • Insightful when approaching fund analysis tasks to support fund manager and transaction managers to create value or solve problems.
  • Efficiently prioritising tasks and managing a workload for multiple stakeholders.
  • Studying towards the CFA charterholder, or similar professional qualification, is an advantage but not necessary.

 

Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, at least 25 days’ holiday (with potential to rise to 26 days), private medical insurance, performance related bonuses, a variety of share schemes, discounts at both a huge range of high street stores and our own great products. Your hard work will be rewarded when you join us.

About L&G

As a company, to be one of the world's largest Asset Managers, homebuilders, pension providers and insurances brands, we are diverse by our very nature. And we're a company that wants to use our diversity and influence to make society better in the long term - for everyone. To do this we need to be a company that welcomes everyone, where everyone can succeed. That means we're committed to building an inclusive culture in L&G where we can all perform at our best, no matter who we are, what we do or where we do it. So whoever you are, wherever you are, whatever your story, we'd love to hear from you.

About the business area

LGIM manages fixed income, equity, multi-asset, liability-driven investment, property and alternative solutions on behalf of its clients. Located across the globe, our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. In order to meet the complex and evolving investment needs of our clients, we focus on remaining at the forefront of investment product innovation and maintaining our reputation as experts across all asset classes.

Our commitment to Equal Opportunities

We’re an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, gender identity or age.

Does this opportunity excite you but you’re not 100% sure if you meet all the requirements for the role? Or are you concerned that ‘normal’ office hours aren’t possible given your personal circumstances? We’re aware that candidates, especially women, can be put off from applying for a job unless they tick every box, or candidates who are parents or have other caring responsibilities may not think they can achieve the flexibility they need. If this is you, we’re keen to connect; and whilst we can’t accommodate every flexible working request, we’ll try to find a practical solution. So why not apply?

 

How to find out more

If you’d like more information about this opportunity please contact Sarah Sayeed at Sarah. Sayeed@landg.com (LinkedIn: https://www.linkedin.com/in/sarah-sayeed-b6000775). Please note direct applications via email cannot be accepted for this role; only applications submitted through our careers website will be considered.

About L&G

As a company, to be one of the world's largest Asset Managers, homebuilders, pension providers and insurances brands, we are diverse by our very nature. And we're a company that wants to use our diversity and influence to make society better in the long term - for everyone. To do this we need to be a company that welcomes everyone, where everyone can succeed. That means we're committed to building an inclusive culture in L&G where we can all perform at our best, no matter who we are, what we do or where we do it. So whoever you are, wherever you are, whatever your story, we'd love to hear from you.

About the business area

LGIM manages fixed income, equity, multi-asset, liability-driven investment, property and alternative solutions on behalf of its clients. Located across the globe, our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. In order to meet the complex and evolving investment needs of our clients, we focus on remaining at the forefront of investment product innovation and maintaining our reputation as experts across all asset classes.

Our commitment to Equal Opportunities

We’re an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, gender identity or age.

Does this opportunity excite you but you’re not 100% sure if you meet all the requirements for the role? Or are you concerned that ‘normal’ office hours aren’t possible given your personal circumstances? We’re aware that candidates, especially women, can be put off from applying for a job unless they tick every box, or candidates who are parents or have other caring responsibilities may not think they can achieve the flexibility they need. If this is you, we’re keen to connect; and whilst we can’t accommodate every flexible working request, we’ll try to find a practical solution. So why not apply?

 

How to find out more

If you’d like more information about this opportunity please contact Sarah Sayeed at Sarah. Sayeed@landg.com (LinkedIn: https://www.linkedin.com/in/sarah-sayeed-b6000775). Please note direct applications via email cannot be accepted for this role; only applications submitted through our careers website will be considered.