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Assistant Portfolio Manager

  • Job
    Full-time
    Mid & Senior Level
  • Data
    Banking & Finance
  • London
  • Quick Apply

AI generated summary

  • You should have strong qualifications, CFA progress preferred, fixed income and derivatives experience, macroeconomic analysis skills, IT proficiency (Bloomberg, VBA, Python), and excellent communication.
  • You will assist in managing client portfolios, optimizing performance, monitor trades, manage liquidity, prepare materials, and collaborate with teams to meet client objectives while ensuring compliance.

Requirements

  • Strong academic/professional qualifications background and/or experience gained in similar positions required.
  • Completed or working towards the CFA qualification preferred, demonstrating a commitment to advancing knowledge and ethical standards in investment management
  • Experience in fixed income markets including an understanding of related derivatives
  • Ability to analyse macroeconomic trends, industry dynamics, and company factors, applying insights effectively
  • High level of IT proficiency, with use of Bloomberg, VBA, and working knowledge of Python an advantage
  • Clear and concise communication skills, with the ability to articulate thoughts and ideas logically
  • Demonstrated ability to engage with others, fostering a collaborative and positive team environment

Responsibilities

  • Working with senior portfolio managers to assist in the design and management of bespoke and pooled Buy & Maintain mandates, including the implementation of derivative overlays to align with client objectives and constraints while ensuring a risk-controlled approach
  • Contributing to the optimisation of client portfolios with the aim of delivering outstanding performance and client satisfaction
  • Working closely with the Implementation team, Client teams, and the Global Trading team to facilitate a smooth and efficient onboarding process for new or transitioning clients
  • Monitoring and analyse portfolio performance, rating activity, and collaborate with credit analysts and other teams to recommend and implement necessary trades
  • Managing liquidity and collateral requirements, ensuring portfolios remain within defined risk parameters
  • Assisting in the preparation and review of marketing materials and reporting documentation, maintaining high-quality standards and accuracy
  • Collaborating with LGIM teams to ensure robust delivery of client objectives. Contribute to improvements in portfolio management processes, systems, and services
  • Ensuring that all actions taken in managing client portfolios align with LGIM procedures and the Treating Customers Fairly policy

FAQs

What is the main responsibility of an Assistant Portfolio Manager at LGIM?

The main responsibility of an Assistant Portfolio Manager at LGIM includes assisting in the management of investment grade credit portfolios, collaborating with senior portfolio managers, contributing to the design and management of client mandates, and ensuring a high standard of client experience throughout the client life-cycle.

What qualifications are preferred for this position?

Candidates are preferred to have strong academic/professional qualifications and/or experience in similar positions, with completed or ongoing CFA qualification, experience in fixed income markets, and a high level of IT proficiency.

Is experience with derivatives important for this role?

Yes, experience in fixed income markets, including an understanding of related derivatives, is important for this role.

How does LGIM support employee development in investment management?

LGIM supports employee development by encouraging candidates to pursue the CFA qualification and providing opportunities to collaborate and learn from senior portfolio managers and other teams within the organization.

What tools and technologies should applicants be proficient in?

Applicants should have a high level of IT proficiency, particularly with Bloomberg. Familiarity with VBA and a working knowledge of Python are considered an advantage.

What kind of work environment can candidates expect?

Candidates can expect a collaborative and positive team environment, as well as well-designed workspaces that promote connection and wellbeing.

What are the benefits offered to employees?

Benefits include performance-related bonuses, generous pension contributions, life assurance, private medical insurance, a minimum of 25 days holiday plus public holidays, competitive family leave, and participation in an electric car scheme, among others.

What type of clients will an Assistant Portfolio Manager be working with?

An Assistant Portfolio Manager will work with a range of clients, including defined benefit and defined contribution pension schemes as well as insurance companies.

Will the Assistant Portfolio Manager be involved in client onboarding?

Yes, the Assistant Portfolio Manager will work closely with the Implementation team and Client teams to facilitate a smooth and efficient onboarding process for new or transitioning clients.

How important is communication in this role?

Clear and concise communication skills are very important in this role, as engaging with stakeholders and articulating thoughts logically is essential for successful portfolio management and client servicing.

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Finance
Industry
5001-10,000
Employees
1836
Founded Year

Mission & Purpose

Established in 1836, we are one of the UK’s leading financial services groups and a major global investor, with international businesses in the US, Europe, Middle East and Asia. With over £1 trillion in total assets under management, we are the UK’s largest investment manager for corporate pension schemes and a UK market leader in pensions de-risking, life insurance, workplace pensions and retirement income. We have also invested over £20 billion in direct investments such as homes, urban regeneration, clean energy and small business finance. Through nearly two centuries of rapid change, we’ve been there, improving the lives of our customers, and building a better society for the long term.