Performance Analyst (12 month FTC) London (GB)

Category
Investment Management Product Development
Workload
Full Time (≥ 80%)
Posted on

About us

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.

Your challenge

Brief Role Objective:

The Performance Measurement team is an integral part of Propositions within LGT and provides performance, attribution and ex-post risk to many parts of the business and to our clients.

Key Responsibilities:

The key focus of this role is to support all internal business areas of LGT and external clients and consultants through the provision of comprehensive, accurate, timely, and relevant fund performance analysis. 

Key Regulatory Responsibilities:

As a member of the Performance Measurement Team you will:

  • Generate performance, attribution, ex-post risk along with investigating queries on both a regular and ad-hoc basis across all Funds, Models and Client portfolios.
  • Produce performance and attribution reports utilising various software packages (FactSet, MorningStar)
  • Undertake bespoke analysis to assist amongst others Investment Managers, Presentations, Client Relations
  • Assist with projects to deliver improvements to the team’s ability to provide industry leading investment analytics.
  • Support the performance team within LGT as appropriate

Your profile

Key Skills and Technical Requirements:

This role is suited to someone who has performance experience gained within a large asset management company dealing in multiple asset classes.

Knowledge of the above systems, in particular FactSet, would be beneficial

Core Skills

  • Highly numerate
  • Strong PC skills, particularly Excel
  • Good communication, interpersonal, and presentational skills
  • Attention to detail
  • Accuracy
  • Ability to respond to challenging deadlines and to deal with ad hoc demands from the business

Other Skills and Attributes:

  • Degree in subject with high analytical content e.g. Maths/Science/Economics

Interested in the role? Complete the online application. We look forward to getting to know you.

Contact

Alex Johnson

Alex Johnson

Senior Recruitment Advisor
LGT Wealth Management UK LLP

Discover more about LGT Wealth Management

LGTBenedit3

A message from our CEO

Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work.

Values worth sharing

Employee Value Proposition

A place for people from all walks of life: our unique culture and values are what make our company stand out from other firms. 

Our company

LGT Wealth Management is part of LGT Group, which is owned by the Princely Family of Liechtenstein.
Contact us