Job description
The ETF Thematic Research Analyst role is specifically designed to help support our growing equity thematic ETF range from an investments, research and analytics perspective.
Our unique investment approach blends active research with active investment strategy design through a transparent and robust process. We are therefore looking for a candidate who ideally has a background in research; has keen interest in producing thematic and stock specific research and analytics; and can contribute towards our distribution efforts.
What you'll be doingThematic Equity Research (80%)
- Conduct research on technology, energy & resources and demographics themes and their relevance across different industries
- Contribute to thematic research, particularly identifying investment opportunities across the global economy for innovative and disruptive companies that are driving structural & foundational changes in the global economy
- Help scale our thematic engagement activities across the investment platform by collaborating on bottom-up research and analysis
- Consolidate and build up detailed stock coverage, and expand our existing proprietary database of companies with alternative datasets
- Assume wider responsibility for tracking thematic segments across our thematic universe and key players within those segments
- Closely follow trends and evolutions in individual themes and ensure our investment strategies continue to reflect them well
- Stay ahead of M&A activity and other corporate actions across our constituent universe
- Continuously track leaders within each thematic sub-segment, their key business areas and performance
- Produce investment theses, including models, and valuation methodologies
- Publish thought leadership pieces and generate content related to our themes through detailed articles and white papers
- Collaborate with 3rd party experts and explore new, unique and alternative datasets; interact with constituent companies to learn and understand their business models better
- Support ETF Investments and distribution teams in meetings to help drive AUM and revenues by participating in client meetings and client events as required
Contribute to the development and maintenance of investment strategies (20%)
- Proactively forge new relationships with research & data vendors
- Track the evolution of themes and identify emerging, growth and mature sub-segments
- Help with the research, development and maintenance of investment strategies
What we're looking for
- Prior buy-side or sell-side research experience is required
- Strong academic credentials; Masters level or higher in economics, econometrics or relevant quantitative finance discipline
- CFA Charterholder or working towards the qualification
- Strong interest in thematic investing and expertise in analyzing growth portfolios
- Advanced Excel user and some programming skills preferred
- Excellent numeracy skills and attention to detail
- Ability to work in a dynamic, fast-changing environment
- Confident communicator
- Desire to learn and open to different points of views
- An understanding of how indices work and are designed
- An ability to analyze and contextualize macroeconomic content that is relevant to our range of thematic ETFs using second-order thinking
When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.
If you join us, you’ll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave.
You’ll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of – both for our own products and at a range of high street stores and online offerings.
About L>he brand with the brolly is choosing today to change tomorrow.
Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands.
We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.
We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.
At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.
Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?
About the business areaThe world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients’ complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. We’re focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future.
Our commitments to youGreat minds don’t have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation.
We don’t just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve.
We think it’s important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow.
We all work differently, and have different needs, which is why. we’re always open to discussing flexible working arrangements. Likewise, we’re committed to finding reasonable accommodations for candidates with specific needs during our recruiting process.
So whoever you are, wherever you are, whatever your story, we'd love to hear from you.
How to find out moreIf this opportunity excites you but you’re not sure you meet all the requirements, or you’d like to know a bit more, please contact Lauren Ashworth at [email protected] (LinkedIn profile https://www.linkedin.com/in/lauren-a-534a8538/).
If you’d like to be considered for this role, please submit your application through our careers website as we’re not accepting email applications.