Research Analyst - 12 month FTC

LGT Vestra LLP; Greater London; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading wealth management firm in London is seeking a Research Analyst for a 12-month fixed-term contract. The role involves conducting analysis on bonds and fixed income securities, with responsibilities including producing detailed research notes and collaborating with investment and wealth managers. Ideal candidates will hold a Bachelor's degree and have an interest in financial markets. Strong analytical skills, proficiency in Excel, and knowledge of data systems like Bloomberg are essential. Join us to contribute to a client-first approach.

Benefits

Employee Value Proposition

Unique company culture

Qualifications

• Bachelor’s degree or equivalent required.
• Completion or pursuit of IMC and/or CFA preferred.
• Strong analytical skills and interest in financial markets.

Responsibilities

• Conduct analysis on bonds and fixed income securities.
• Produce high-quality research notes for securities.
• Collaborate with investment teams on research.

Skills

Analytical skills

Organizational skills

Relationship building

Self-motivation

Proficiency in MS Excel

Understanding of financial markets

Education

Bachelor's degree or equivalent

Working towards or completed IMC and/or CFA

Tools

Bloomberg

Factset

Morningstar

Job description

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.

Your profile

Key Skills and Technical Requirements:>

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

Other Skills and Attributes:

• 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

Interested in the role? Complete the online application. We look forward to getting to know you.

Discover more about LGT Wealth Management

Employee Value Proposition

A place for people from all walks of life: our unique culture and values are what make our company stand out from other firms.

At LGT, we offer more than investment expertise - we bring a legacy of trust and long‑term thinking shaped by the values of the Princely Family of Liechtenstein. Discover the people and principles behind our client‑first approach.