Assistant Investment Analyst

Job Introduction

We are seeking a highly motivated individual to join our investment team and play a key role in helping to manage the Fund’s £20 billion investment portfolio.  The role is a full-time role and will focus on supporting the investment team to manage the funds £12 billion equity and £3 billion bond portfolios.  This is an ideal opportunity to contribute toward the quality management of the pension funds’ assets and pursue a career with one of the country’s leading LGPS investment teams.

Key Responsibilities:

• Assist senior investment managers in the daily and strategic management of the investment portfolio.
• Conduct analytical research into companies making use of stockbrokers’ research and other sources of information.
• Assist senior managers to undertake risk management such as sector and market weighting analysis for their markets and the portfolio as a whole.
• Assist senior managers to undertake performance analysis
• Support the Treasury Manager with daily cash management.
• Contribute to the delivery of a high-quality investment management service.

You will be: 

• Part Qualified or studying a recognised CCAB qualification or relevant stock market qualification (e.g. CFA or CISI), educated to degree level and has demonstratable experience in investment analysis.
• Experience of working within the professional area of a large financial organisation.
• A comprehensive understanding of financial markets, and economic data.
• Experience of carrying our independent analytical research and reporting.
• Excellent communication skills, both written and verbal, with the ability to convey complex investment matters clearly.

If you are a dedicated investment professional with a desire to help deliver a quality asset management service to the pension fund, we would love to hear from you.

Contact: 

If you would like more information or an informal discussion about this role, please contact Darran Ward at darran.ward@wypf.org.uk

How to Apply: 

To apply, please submit your application which will require a CV along with an expression of interest / cover letter of no longer than 500 words, explaining why you think you meet the criteria for this role.

*A basic Disclosure and Barring check will be undertaken for appointees to this post. 

*Please note that this post is subject to the Transfer of Undertakings (Protection of Employment) Regulations (TUPE). If appointed, your employment may transfer under TUPE and existing terms and conditions may apply.
Employee Offer

Equal Opportunities 

We are an equal opportunities employer and welcome applications from all suitably qualified candidates, regardless of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race (including colour, nationality, and ethnic or national origin), religion or belief, sex, or sexual orientation.

We are committed to creating an inclusive environment where everyone feels valued, respected, and able to thrive. If you require any adjustments to the recruitment process to support your application, please let us know, and we will work with you to meet your needs.

 The RESPECT Allyship Programme is available to all staff, which offers the opportunity to learn more about the diverse communities & groups and provides added benefits and resources to its members.