We鈥檙e currently recruiting for a Senior Investment Analyst - TAA and Portfolio Oversight to join our Institutional Retirement Investments team at L&G
The Tactical Asset Allocation (TAA), Sovereigns and Portfolio Oversight team has responsibility for monitoring, steering and overseeing exposures and flows across asset classes in the matching portfolio, including cross-asset trading and associated portfolio optimisation opportunities. For sovereign bonds and related interest rate products, this responsibility extends to oversight of the investment mandate
This role has a primary responsibility of monitoring the asset allocation and positioning of the portfolio using a range of perspectives and metrics. The role holder will scope out and guide improvements to our suite of tools to monitor the portfolio and use these tools to conduct ongoing portfolio oversight
What you'll be doing:
- Understanding the investment process, the portfolio and the framework for holistic portfolio oversight, and mapping this to monitoring requirements across flows, exposures, risk appetite, limits and asset allocation preferences
- Commissioning and steering the development of tools to monitor portfolio positioning across multiple perspectives and levels of granularity, including aggregating data sources and calculating bespoke metrics
- Monitoring the portfolio using both newly developed and established tools and providing updates on developments, including proposing actions to maintain intended positioning
- Building relationships and collaborating with key stakeholders such as Investments Operations, Quantitative Developers and relevant teams across Asset Management to understand data, systems and future developments
- Contributing to the development of TAA activities, cross鈥慳sset trading and portfolio management opportunities that align with Institutional Retirement objectives and comply with strategic and group limits
- Collaborating with ALM, Asset Management, Investment Operations, Investment Strategy and Finance to enhance portfolio and market analytics and ensure timely MI for tactical portfolio optimisation
- Applying a pragmatic and flexible approach to delivering reliable information and portfolio insights within a complex data environment
- Operating within mandates and risk limits and embedding Conduct Risk and Consumer Duty principles to support good customer outcomes