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Investment Analyst ESG, Global Equities

Website Local Pensions Partnership Investments

Pension Fund

Investment Analyst ESG, Global Equities

London, UK

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 

The candidate will form part of the direct public equity investment team at LPPI and will play a key role in the further integration of ESG analysis into our investment process, portfolio monitoring of ESG risks, client reporting and voting and engagement with portfolio holdings.

Key Responsibilities 

Investment Analysis

– Work closely with colleagues in the Public Equity team, particularly the Senior Analyst, ESG to improve understanding, evaluation and integration of material ESG factors into investment analysis and decision-making

– Contribute to the investment due diligence process and prepare the appropriate accurate ESG analysis to the Portfolio Managers, including presenting conclusions at stock discussions

Portfolio Monitoring

– Monitor material ESG issues across the internal equity portfolios and escalate concerns to the portfolio managers

– Evaluate internal equity portfolios exposure to material ESG risk factors

Client Reporting

– Contribute to the quarterly and annual internal equity portfolio ESG reporting process and other reports as required and/or directed by senior team members

– Work collaboratively with the Cross Asset LPPI Responsible Investment team, particularly on firm-wide projects such as net zero and PRI

Active Ownership (Engagement and Voting)

– Help deliver internal equity portfolio engagement plans, including communicating with engagement targets and coordinating existing engagement collaborations

– Participate in proxy voting processes, including advising on decision-making and ultimate voting execution

Corporate Processes and Industry Understanding

– Help to improve current ESG procedures, including data collection, analysis, monitoring, and reporting

– To continually develop both knowledge and skill in the ESG field by maintaining up to date information in relation to market developments and regulatory changes, through the attendance of external seminars and other professional courses as necessary

Standard Responsibilities

– Actively coach and inspire, listening with curiosity and building an inclusive environment.

– Create a culture of giving and receiving timely feedback across the team.

– Sponsor LPPI’s employee engagement and wellbeing programme within own team.

– Role model the LPPI values and associated behaviours and demand the same of the team

– Identify positive and negative behaviours and set clear expectations around conduct. Have courageous conversations.

– Engage in manager-led people processes, invest time in individual conversations and complete deliverables within set timeframes.

– 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 

– To be a proactive, self-motivated team player who has the ability to manage a high personal workload with multiple deadlines.

– Prioritise effectively, and handle ad-hoc requests from various team members.

– Eager and willing to go above and beyond what is typically required on the job and the ability to think critically and make appropriate decisions.

– A strategic, analytical, and practical commercial mindset.

– To share our passion about equity investing.

– Knowledge of ESG concepts and ability to synthesise analysis in a practical way.

– Conscientiousness: A keen eye for detail and a strong commitment to quality.

– Effective communication skills, including the ability to influence and build good working relationships at all levels both internally and externally.

– Capability to develop and follow an investment process based on sound principles and demonstrable conformance therein.

– The ability to build positive and productive working relationships with fund managers and other external partners as required.

– 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.

– High standards of ethics and integrity.

– Demonstrated experience in ESG investing, sustainability and high proficiency in ESG and sustainability data, frameworks, reporting, and industry best practices.

– Thorough understanding of fundamental investment analysis, including comprehension of business models and valuation principles.

– Degree level educated; ideally CFA qualified or working towards completion of CFA or other related qualification and willing to study further as necessary.

– Good level of numerical, analytical and report writing skills including a working knowledge of MS office tools to assist in the communication of key messages and to facilitate discussions and decision making.

Reasonable adjustment will be made to working arrangements to accommodate a person with a disability who otherwise would be prevented from undertaking the work.