Research Analyst - 12 month FTC London (GB)

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.

Brief Role Objective:

This role involves working within the fixed income research team to analyse bonds and fixed income securities, assessing their suitability for LGT Wealth Management while following our investment ethos. You will produce detailed research notes for new and existing securities that highlight their structure, sources of return, associated risks, and client suitability.

Key Responsibilities:

• Conduct bottom-up analysis using published issuer financial statements, credit metrics, and relevant market data; adept at detailed spreadsheet work and data quality standards
• Analyse fixed income instruments, including government and corporate, as part of ongoing research and upon request.
• Support sector or regional coverage responsibilities as directed.
• Maintain and update security spreadsheets and issuer databases.
• Clearly articulate why fixed income securities are selected and how they meet LGT Wealth Management criteria.
• Produce high-quality and client-friendly research notes, summarising investment rationale, risks, and rewards.
• Collaborate with colleagues across the Fixed Income and broader Investment teams; contribute to team discussions and shared initiatives, avoiding silos.
• Engage with the Fixed Income Investment Committee to assist with additions, removals, or renewals on the approved list.
• Work closely with wealth managers and portfolio managers to understand their requirements and provide research support.
• Attend client meetings with team members as needed, helping to explain fixed income positions and market views.

Key Skills and Technical Requirements:

• Bachelor’s degree or equivalent
• Working towards or completed IMC and/or CFA

Other Skills and Attributes:

• Intellectual curiosity
• Excellent written communication skills.
• An interest in financial markets and some understanding of the key market drivers
• Strong analytical skills.
• Good organisational skills with the ability to prioritise and meet deadlines.
• Personable, with the ability to build relationships with key external and internal stakeholders.
• Self-starter, motivated and confident in their ability to understand the investment process.
• Strong IT skills: particularly MS Excel, Word, PowerPoint and Outlook.
• Proficiency with financial data systems will be required, e.g. Bloomberg, Factset and Morningstar.
• Financial modelling and sensitivity analysis, using software such as MS Excel, is also advantageous