Senior Investment Specialist

3 weeks ago

London, United Kingdom eFinancialCareers Full time

Legal & General Capital (LGC) is the principal investment arm of Legal & General Group Plc (L&G). It was founded in 2013 and has a mandate to:

- Actively invest L&G’s own balance sheet to generate attractive risk-adjusted returns for its shareholders
- Invest in sectors which drive positive change in society

Housing is a major focus within LGC and we are looking for a Senior Investment Associate to join the LGC Housing team during an exciting period of growth. LGC Housing’s investment approach is to establish and invest in housing platforms, but the team willalso selectively consider direct real estate investment through joint venture structures.

LGC has already successfully built and are currently scaling a number of market-leading businesses including L&G Affordable Homes, CALA (UK Top 10 housebuilder) and Inspired Villages, delivering retirement villages across the UK as well as other strategicinvestments in modular housebuilding and the single and multi-family build to rent sectors. The business is supported in its ambitions to grow the platform further, including international expansion.

You will be a key contributor to scaling the platform and will benefit from:

- Joining a highly skilled and growing team with approachable leaders
- Diverse exposure and increasing responsibility
- An agile (hybrid) work environment

What you'll be doing

**nderwriting**
- Develops, reviews and challenges complex financial models with ability to assess absolute and relative return metrics and draw conclusions from the model
- Ability to assess a business plan or opportunity (qualitative and quantitative) and present findings to senior team
- Ability to conduct due diligence workstreams and consider impact on underwrite

**Market Research and Strategy**
- Materially inputs into strategy and research papers, and identifies where further analysis is required
- Presents, with guidance, a strategy / investment thesis
- Builds internal and external network to inform knowledge of market

**Transaction Execution**
- Actively participates in due diligence meetings with management teams and advisors
- Ability to consider how to structure an investment and support on negotiating new transactions
- Oversees and manages specific external parties (lawyers, tax advisors) and internal stakeholders
- Materially contributes to LGC Investment Committee memos (including strategy papers and investment recommendations)
- Coordinates specific execution workstreams and broader project management

**Investment Management**
- Supports the senior team in dealing with operational matters, monitoring performance, reviewing board materials and shareholder approval requests for existing investments/joint ventures
- Disciplined financial analysis, modelling and performance monitoring at the asset and sector level, and reporting key performance information to the investment team order to drive well informed and value-enhancing decisions
- Maintains detailed knowledge of entire Housing portfolio across risks, opportunity and financial performance.
- Coordinates with various stakeholders in the group (including Finance, Legal and Risk) with respect to monitoring ongoing investments
- Builds strong relationships with our management teams

What we're looking for
- Relevant work experience across principal investing, investment funds / trusts, corporate finance and / or M&A, preferably with some exposure to the real estate and / or housing sectors
- Professional financial or real estate qualification desirable
- Strong and demonstrable track record of interacting well with a wide range of stakeholders with excellent written and verbal communication skills
- Track record of managing transaction workstreams with the ability to identify risks and concerns
- Solid depth and breadth of modelling skills and can run accurate underwriting models, both asset and corporate level
- Energetic, highly motivated individual with an interest to learn and progress

  • Senior Investment Specialist/ Product Specialist

    4 weeks ago

    London, United Kingdom Non-disclosed Full time

    Senior Fixed Income Investment Product Specialist, Asset Management, London Senior Fixed Income Investment Product Specialist, Asset Management, London Non-disclosed London, United Kingdom Our client, a top 10 leading global asset manager, is looking to hire a senior fixed income investment product specialist to join their team in London. The...

  • Investment Analyst

    1 week ago

    London, United Kingdom Omnam Investment Group Full time

    Investment Analyst / Senior Investment Analyst Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed. Company: OMNAM Location: LondonAbout the jobOmnam Group is looking for an advanced modeller and investment analyst to join our growing investment management team in London....

  • Investment Analyst

    2 weeks ago

    London, United Kingdom Omnam Investment Group Full time

    Investment Analyst / Senior Investment Analyst   Company: OMNAM   Location: London About the job Omnam Group is looking for an advanced modeller and investment analyst to join our growing investment management team in London. This is an exciting opportunity for an established professional with an appetite for growth and increased responsibilities in the...

  • Investment Analyst

    1 week ago

    London, United Kingdom Omnam Investment Group Full time

    Job DescriptionInvestment Analyst / Senior Investment Analyst  Company: OMNAM Location: LondonAbout the jobOmnam Group is looking for an advanced modeller and investment analyst to join our growing investment management team in London. This is an exciting opportunity for an established professional with an appetite for growth and increased responsibilities...

  • Investment Analyst

    1 week ago

    London, United Kingdom Omnam Investment Group Full time

    Investment Analyst / Senior Investment Analyst   Company: OMNAM   Location: London About the job Omnam Group is looking for an advanced modeller and investment analyst to join our growing investment management team in London. This is an exciting opportunity for an established professional with an appetite for growth and increased responsibilities in the...

  • Investment Analyst

    2 weeks ago

    London, United Kingdom Omnam Investment Group Full time

    Investment Analyst / Senior Investment Analyst  Company: OMNAM Location: LondonAbout the jobOmnam Group is looking for an advanced modeller and investment analyst to join our growing investment management team in London. This is an exciting opportunity for an established professional with an appetite for growth and increased responsibilities in the field...

  • Investment Analyst

    2 weeks ago

    London Area, United Kingdom Omnam Investment Group Full time

    Investment Analyst / Senior Investment Analyst  Company: OMNAM Location: LondonAbout the jobOmnam Group is looking for an advanced modeller and investment analyst to join our growing investment management team in London. This is an exciting opportunity for an established professional with an appetite for growth and increased responsibilities in the field...

  • Investment Analyst

    2 weeks ago

    London Area, United Kingdom Omnam Investment Group Full time

    Investment Analyst / Senior Investment Analyst  Company: OMNAM Location: LondonAbout the jobOmnam Group is looking for an advanced modeller and investment analyst to join our growing investment management team in London. This is an exciting opportunity for an established professional with an appetite for growth and increased responsibilities in the field...

  • Investment Analyst

    2 weeks ago

    London Area, United Kingdom Omnam Investment Group Full time

    Investment Analyst / Senior Investment Analyst  Company: OMNAM Location: LondonAbout the jobOmnam Group is looking for an advanced modeller and investment analyst to join our growing investment management team in London. This is an exciting opportunity for an established professional with an appetite for growth and increased responsibilities in the field...

  • Investment Analyst

    2 weeks ago

    London Area, United Kingdom Omnam Investment Group Full time

    Investment Analyst / Senior Investment Analyst   Company: OMNAM   Location: London About the job Omnam Group is looking for an advanced modeller and investment analyst to join our growing investment management team in London. This is an exciting opportunity for an established professional with an appetite for growth and increased responsibilities in...

  • Senior Investment Specialist

    4 weeks ago

    London, United Kingdom Vanguard Full time

    As a Senior Investment Specialist on the Enterprise Advice (EA) portfolio construction methodology research team you will initiate research projects that enhance Vanguard's impact in the advice industry. You will serve as an internal expert in developing recommendations and perspectives on complex investment issues that are used internally and externally...

  • Senior Investment Specialist

    3 weeks ago

    London, United Kingdom eFinancialCareers Full time

    **The Role** - Head of the Investment Specialist team reporting directly to the Global Head of Business Development & Client Relationship Management, and responsible for helping to grow business with both asset owners (for core index solutions) and asset managers (forsatellite index solutions), - Feed into the overall strategy of the business from a...

  • Client Service Specialist

    4 weeks ago

    London, United Kingdom Insight Investment Full time

    Insight Investment is looking for a Client Service Specialist to join the team in London. The Client Service Specialist is both the daily representative of Insight Investment to its clients and also the client’s advocate internally at Insight. This role will sit within the Pooled Fund Client Service team, servicing clients who access Insight’s...

  • Client Service Specialist

    4 weeks ago

    London, United Kingdom Insight Investment Full time

    Insight Investment is looking for a Client Service Specialist to join the team in London. The Client Service Specialist is both the daily representative of Insight Investment to its clients and also the client’s advocate internally at Insight. This role will sit within the Pooled Fund Client Service team, servicing clients who access Insight’s...

  • Sustainable Investment Specialist

    3 weeks ago

    London, Greater London, United Kingdom Evelyn Partners Full time

    Job DescriptionAs the Sustainable Investment Specialist you will play a crucial role in integrating sustainable investment factors (such as climate factors, biodiversity, nature) into Evelyn Partners investment products and central investment process. You will work in collaboration with the Stewardship and Strategy teams to research sustainability themes...

  • LDI Specialist

    1 week ago

    London, United Kingdom Insight Investment Full time

    Job DescriptionInsight Investment are currently looking for an experienced LDI Specialist to join the Solution Design team in London. The team evolve investment strategies for both current and prospective clients as well as developing new products, services and investment ideas to meet future needs.Role Responsibilities• Understand Insight products and...

  • LDI Specialist

    4 weeks ago

    London, United Kingdom Insight Investment Full time

    Insight Investment are currently looking for an experienced LDI Specialist to join the Solution Design team in London. The team evolve investment strategies for both current and prospective clients as well as developing new products, services and investment ideas to meet future needs. Role Responsibilities • Understand Insight products and strategies and...

  • LDI Specialist

    1 week ago

    London, United Kingdom Insight Investment Full time

    Insight Investment are currently looking for an experienced LDI Specialist to join the Solution Design team in London. The team evolve investment strategies for both current and prospective clients as well as developing new products, services and investment ideas to meet future needs. Role Responsibilities • Understand Insight products and strategies and...

  • Client Service Specialist

    4 weeks ago

    London, United Kingdom Insight Investment Full time

    Insight Investment is looking for a Client Service Specialist to join the team in London. The Client Service Specialist is both the daily representative of Insight Investment to its clients and also the client’s advocate internally at Insight. This role will sit within the Pooled Fund Client Service team, servicing clients who access Insight’s investment...

  • Client Service Specialist

    1 week ago

    London, United Kingdom Insight Investment Full time

    Job DescriptionInsight Investment is looking for a Client Service Specialist to join the team in London. The Client Service Specialist is both the daily representative of Insight Investment to its clients and also the client’s advocate internally at Insight. This role will sit within the Pooled Fund Client Service team, servicing clients who access...