About LPPI (-%About LPPI)

One of the key priorities at LPPI is ensuring that our people work every day in an empowered, supportive, diverse and inclusive culture. Practically, this means recognising and valuing the uniqueness of every individual in terms of background, experience, beliefs and circumstances. This starts with the recruitment process, where we partner with agencies who share our common goal and advertise on a variety of job boards to access the broadest spectrum of candidates. And once successful applicants are on board, we trust our people to work in the way that works best for them which typically involves a mix of office and home working plus an engagement model to ensure frequent two-way feedback.

We are very proud of our culture at LPPI and the benefits it brings to both our people and the business. But don’t just take our word for it! Recently, we invited our entire workforce to describe in three words what is great about us and they said - our people, flexibility and collaboration.

If you would like to join a company that is inclusive and forward-thinking, please read on.

Role Purpose (-%Role purpose)

The Analyst, Client Management will work with the Senior Analyst, Client Management to ensure that a high level of service is delivered to LPPI’s clients. The role will involve supporting on the day-to-day interactions with clients, contributing to the production of client data/reporting to both internal and external stakeholders and supporting with the delivery and execution of client projects. This is a fantastic opportunity for an Analyst looking for client exposure in a small, dynamic environment with a supportive and collaborative team.

Key Responsibilities (-%Key responsibilities)

• Support the day-to-day interface for our current clients, including liaising with internal stakeholders and the managing client interaction through scheduling.
• Support the SACM in delivering client-based reporting and reviewing/writing investment commentary.
• Understanding the client’s unique circumstances, investment objectives and constraints and applying portfolio and risk analytics to support investment decisions and portfolio outcomes.
• When necessary, attend client meetings with the SACM to provide portfolio analysis and reviews.
• Supporting ad hoc research and contribute to articles and white papers on relevant topics of interest.
• Ensuring all appropriate client communications and reporting is uploaded to LPPI’s CRM system
• Supporting the SACM in the execution and delivery of client projects
• Contributing to the delivery of a range of investment reporting, including writing investment commentary and helping to oversee the ongoing accuracy and quality of the content.
• Checking a variety of client deliverables before they leave the building - across multiple teams. A keen eye for both numeric and written accuracy is required.
• Contributing to the growth and development of the broader business across LPPI.
• Create a culture of giving and receiving timely feedback across the team.
• Role model the LPPI values and associated behaviours and demand the same of the team
• Invest time in learning and development including pathways to promotion and role model via self-learning and completion of mandatory learning.

Requirements for the role (-%Requirements for the role)

• Demonstrated analytical experience.
• Degree level educated, with demonstrable interest in investment.
• Highly effective communication, influencing and relationship management skills including personal credibility in delivering information to peers.
• Good level of numerical, analytical and report writing skills, including the ability to use MS office tools to assist in communication of key messages to facilitate decisions.
• Broad understanding of investment performance reporting and ability to interrogate and calculate if necessary
• A proactive, self-starter who is a strong team player with the ability to manage a high workload with multiple deadlines ensuring expectations are managed throughout.
• The ability to understand and support the LPPI’s commitment to combat discrimination and promote equality of opportunity.
• Knowledge of the political landscape, history and direction of LGPS asset pooling.
• Pragmatic flexibility to grow into the role profile.
• A sound understanding of financial markets, and ideally experience with: Pension funds, asset allocation, investment management, derivatives and investment risk / hedging strategies (i.e. currency hedging).
• Training towards CFA encouraged but not compulsory
• Ability to work through complex problems and challenges to provide innovative insights.
• Proactive, self-motivated team player who can manage a high personal workload with multiple deadlines. An ability to “roll up the sleeves” is necessary.
• A willingness to go above and beyond what is typically required on the job and the ability to think critically and provide thoughtful support.
• A keen eye for detail and a strong commitment to quality.
• Effective communication skills including the ability to build good working relationships at all levels both internally and externally.
• An understanding of the breadth of the diversity agenda including embedding good practice and an understanding of LPP’s commitment to combating discrimination and promoting equality of opportunity.