Data Analyst
London, EC2M

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 that 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

This role sits within the Portfolio and Data Team, which is part of the Investment & Fund Operations team. The Data Analyst will work within the team and assist in executing the data governance framework for specific projects, ensuring data quality and compliance with relevant regulations.

This role is critical in delivering first-class, value-for-money investment outcomes aligned to our clients' interests by ensuring the accuracy and integrity of data used in decision-making.

This role will be integral in verifying, updating, and governing the data within our IBOR systems to ensure there is a golden source for the business. It will be interfacing with the business in providing this service and working closely with Investment Operations to ensure their processes feed in and align.

Key Responsibilities

- Assist and support the implementation and execution of the data governance framework as guided by the Data Governance Manager.
- Perform key data management processes to ensure data is trusted by the business as robust and verified.
- Perform ongoing data validation processes within the IBORs to ensure both historic and ongoing data validity, completeness, and accuracy are maintained.
- Proactively resolve data issues and look for remediation to ensure queries are resolved and managed appropriately.
- Continuously strive to improve data governance processes and procedures, working closely with the system providers to understand them.
- Create a culture of giving and receiving timely feedback across the team.
- Role model the LPPI values and associated behaviours and demand the same of the team.
- Invest time in learning and development, including pathways to promotion and role models via self-learning and completion of mandatory learning.
- Provide support to the wider Investment and Fund Operations team as required.

Requirements for the Role

- Demonstrable experience within data management or operations in an Asset/Investment Manager role.
- A good understanding of all investment data and ESG data.
- Attention to detail and accuracy in data input and management thereof.
- An understanding of an IBOR (worked on a relevant system) and how it works and is used by the business.
- Experience of dealing with internal teams, including investment, performance, and compliance.
- Skilled use and ability of MS Office, ideally in Microsoft Excel (more training could be provided).
- A strong academic track record with general proficiency in Maths and English.
- High degree of accuracy and attention to detail.
- High level of numerical and analytical skills.
- Conscientious with a view to looking to progress within a team and organisation.
- A real desire to understand the business we are in, and an enthusiasm for the asset management industry.
- An individual who will ask questions and challenge processes to seek a better outcome.
- Any experience in financial services is a bonus, but not essential.
- Good conduct that is consistent with the LPPI values-aligned behaviours.
- A team player who can interact confidently across the business.
- The ability to work through complex problems and challenges to provide innovative insights and solutions.
- Proactive, self-motivated team player who can manage a high personal workload with multiple deadlines.
- An ability to “roll up the sleeves” if necessary.
- A willingness to go above and beyond what is typically required on the job, along with the ability to think critically and provide thoughtful support.
- Demonstrates advanced analytical and problem-solving skills, with high attention to detail and a strong commitment to quality.
- Effective communication skills, including the ability to build good working relationships and influence at all levels, both internally and externally.
- The ability to work within a relatively unstructured environment and introduce a degree of structure.
- Promotes positive behaviour through own actions and attitude, with the ability to deliver solutions within a team environment and be a flexible and supportive team player.
- A confident yet approachable style.
- The ability to resolve issues in an appropriate manner.
- 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.

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

About LPPI (-%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 (-%Role purpose)

Portfolio Manager, Infrastructure (“PM”) is responsible for leading the underwriting and monitoring for the indirect funds activities of the LPPI Infrastructure Pooling Vehicle (“IPV”) at Local Pensions Partnership Investments (“LPPI”). The role is responsible for managing client capital committed to the IPV; this includes setting portfolio construction objectives, managing deployment and redemptions, working with direct infrastructure team colleagues and collaborating across the external manager and wider LPPI investment team to meet client requirements. The PM will be accountable for monitoring and reporting on the performance of the IPV, including directs as well as the balance sheet positions held by clients. The PM is tasked with ensuring that client commitments are invested, and the portfolio is managed in accordance with LPPI’s and clients’ strategic objectives, policies and relevant regulations.

Key Responsibilities (-%Key responsibilities)

• Setting strategy and implementation for the IPV, including portfolio construction, mix of funds, co-invest and direct investments (noting that GLIL commitments are treated as direct for these purposes); working in conjunction with senior colleagues;
• Responsible for sourcing and underwriting opportunities in funds and co-investments, making portfolio management recommendations for the IPV
• Ensuring that the IPV investment monitoring activities are performed to a high standard by the team;
• Managing and mentoring the indirect Infrastructure team
• Maintaining knowledge of the universe and networks, includes attending relevant conferences and events for infrastructure sector, as well as attending advisory committees, meetings and site visits;
• Supporting underwriting, investment decisions and monitoring as appropriate relating to indirect infrastructure covering other LPPI managed vehicles such as the Environmental Opportunities Fund (“EOF”) and the London Fund;
• Participate in marketing for both internal and external client activities;
• Working with internal LPPI teams to ensure that the IPV is managed in line with policies, the mandate objectives and restrictions including Responsible Investment commitments

Requirements for the role (-%Requirements for the role)

• Significant experience in sourcing, underwriting and managing infrastructure investments with third party fund managers;
• Significant experience of evaluating fund managers is a must, experience in co-investments a positive.
• Experience of making infrastructure investment recommendations, portfolio management and decision-making experience a positive
• Strong technical knowledge of Infrastructure investment strategies and relevant fund manager universes.
• Capability to deliver and operate within an institutional investment process, applying sound principles and developing improvements where appropriate;
• Highly effective communication, influencing and relationship management skills including personal credibility in delivering strategic information to peers, senior decision makers in LPPI and to relevant committees to facilitate high level decision making;
• The ability to build positive and productive working relationships with a variety of internal and external parties, including investors, advisers and clients;
• Excellent level of numerical, analytical and report writing skills
• A proactive, self-motivated team player who has the ability to handle a workload with multiple deadlines ensuring expectations are managed throughout;
• Advanced people management skills with the ability to lead, mentor and motivate more junior team members.
• Promotes positive behaviour through own actions and attitude with the ability to deliver solutions within a team environment and be a flexible and supportive team player;
• An understanding of the breadth of the diversity agenda including embedding good practice and an understanding of LPPI’s commitment to combating discrimination and promoting equality of opportunity.
• Good conduct that is consistent with the LPPI values- aligned behaviours

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