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)

LPPI have a large roadmap of change to deliver as part of their Technology & Data roadmap over the next two to three years. This includes looking at the assessment, procurement, and implementation of an investment tool across our asset classes as well supporting initiatives to review our core underlying data and existing systems within LPPI. The Programme / Project Manager would be responsible for running this programme of work and supporting the COO in the delivery of the Technology & Data roadmap.

The role will also work closely with the Business Change Manager (BCM), ensuring they align the programme to the LPPI Change Framework and act as an advocate for the Business Change Office.

This role is a 12 month Fixed-Term Contract

Key Responsibilities (-%Key responsibilities)

Reporting to the Business Change Manager, the Programme / Project Manager will be responsible for leading and managing the delivery of the above-mentioned initiative with core responsibilities as follows:

• Design and create combined programme/project governance and structure based on what is already in place, the revised Technology & Data roadmap, and with reference to the LPPI Change Framework.
• Take ownership of the Steering Committees; this role will set agendas and chair the Steering Committees to ensure timely and appropriate decision making to meet project objectives.
• Take an active part in shaping the solutions being designed and challenge others to ensure results are optimised in line with our target operating model. Bring disparate teams across LPPI together to ensure whole business solutions are delivered. Raising escalations to COO and/or Project Steering Committee in a timely manner.
• Full project life cycle ownership: successful project delivery will include full implementation from initiation to deployment for one major or several minor initiatives simultaneously.
• Budget ownership and monitoring throughout project lifecycle.
• Managing any Change Requests required due to scope or budget changes.
• Determining resourcing required to support the project delivery, and coordinating approval, hiring and oversight of any dedicated project resources
• Ensuring clear timelines and milestones are agreed with key stakeholders; and where these are not met that there is clear escalation and rationale for change in timelines.
• Provide leadership for the project team and assigned business resource by motivating team members to meet project goals, adhering to their responsibilities and project milestones.
• Develop and manage all aspects of project engagement from planning, external vendor relationships, communications, resources, legal agreements, change, risks, and issues.
• Provide timely, quality communication across the business and manage stakeholder engagement.

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

• Experience in leading and managing complex projects across multiple business functions at an investment management company.
• Excellent understanding of project and programme management principles, methods, and techniques.
• Experience with data management/ governance projects, and system implementations
• Deep understanding of the end-to-end processes, systems and data models employed within investment management companies.
• Understanding and experience of client facing functions within investment management companies.
• Ability to think creatively, challenge the status quo, and lead the problem-solving thought process for complex proposition development.
• Ability to communicate technical topics with a non-technical audience.
• Excellent stakeholder management.
• 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

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)

LPPI have a multi-year roadmap of change to deliver as part of their Technology & Data roadmap, for which the data integrity will be a critical part to drive success and the overall growth of the business.

This role sits within the Data Management Team within Investment & Fund Operations, which is part of the Chief Operating Officer’s team. The Data Strategy and Implementation Manager is responsible for implementing and managing the data governance framework, 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 is a 6 month Fixed Term Contract.

Key Responsibilities (-%Key responsibilities)

• Design, implement and manage the data governance framework
• Centralise core data management activities (asset and fund related), eliminating data silos across the business
• Document the data governance strategy and data governance activities specific to the stewardship of data to drive consistency
• Recommend solutions to resolve issues in data policies, data usage, data quality, and metrics, help and support data governance presentations, metrics, dashboards, and overall progress communications, and evaluate and recommend data governance supporting technologies
• Produce a business data directory
• Ensure data is trusted by the business as robust, prior to implementation of key portfolio analytics systems
• Design and implement ongoing data validation processes within the team, to ensure both historic and ongoing data validity, completeness and accuracy is maintained
• Ensure data quality and compliance with relevant regulations
• Collaborate with stakeholders to define and implement data governance policies and procedures, particularly as it relates to key technology projects in planning and implementation phases
• Coordinate data management activities with third parties
• Manage the data governance team, including Data Analysts and Data Stewards
• Provide training and support to ensure adherence to data governance policies and procedures
• Monitor and report on data governance metrics
• Continuously improve data governance processes and procedures

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

• Proven experience in data governance and data management within the asset management industry
• Relevant experience in system implementations and associated data management control processes and documentation
• Extensive experience in developing data strategies, short and long term strategic plans
• Knowledge of relevant regulations and industry standards
• Strong leadership and team management skills
• Excellent communication and collaboration skills
• Strong analytical and problem-solving skills
• Bachelor's degree in a related field
• Certified Data Management Professional (CDMP) or equivalent is preferred
• Ability to engage with stakeholders at all levels of the organisation
• Experience in implementing and managing data governance frameworks
• 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.

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)

The Senior Analyst role sits within the Infrastructure Investment team at Local Pensions Partnership Investments (“LPPI”). The Infrastructure Investment team is responsible for investing and managing client investments in LPPI Infrastructure IPV, GLIL Infrastructure, client-held fund investments and The London Fund.

The person’s role is to support the Infrastructure Investment team in all origination, execution, asset and portfolio management activities, primarily in indirect investments (funds and co-investments). The role encompasses analytical, communication as well as administrative tasks that enable the broader Infrastructure Investments team to deliver on its mandate and grow as a platform.

Key Responsibilities (-%Key responsibilities)

• Originate, evaluate and propose suitable investment opportunities (mainly funds and co-investments) which align with the infrastructure team’s mandate. Undertake due diligence which encompasses business plans, sensitivity analysis, valuation and fund manager capabilities, as well as legal / commercial negotiations with external parties as required.
• Support portfolio monitoring and management activities (mainly funds and co-investments) and track such activities into internal systems. Take ownership of certain monitoring areas and fund management relationships, as well as data management (e.g. performance, fees) and ESG initiatives.
• Maintain and update an internal portfolio model on at least a quarterly basis to support performance assessment, portfolio construction and reporting activities.
• Provide ad-hoc analytical support to other members of the infrastructure team as required.
• Draft investment papers, meeting notes, Board pack comments and conference minutes as required.
• Lead on capturing relevant information as a part of investment stewardship process (engagement with managers and companies on ESG issues) for inclusion in LPPI’s quarterly Responsible Investment (“RI”) reporting to clients and external disclosure on stewardship (PRI / UK Stewardship Code).
• Engage with the internal Investment Strategy team and other internal teams to support Strategic Asset Allocation and Client Commitment analysis.
• Draft monthly asset commentary reports, quarterly and annual Infrastructure portfolio reports, Investment Committee papers, and ad-hoc reports as required and/or directed by senior team members.
• Liaise with wider LPPI functions, including RI, Compliance, Finance, ODD, CoSec and Legal teams and facilitate efficient information flow among the teams to ensure smooth origination, execution and asset and portfolio management processes.
• Support closing processes for all types of investments by working with wider LPPI functions including Operations, Finance, CoSec, Legal and Communications teams.
• Ensure that all relevant investment documentation is properly saved and easily accessible.
• Prepare the relevant governance / approval notes to enable facilitate investment decisions.
• Assist with preparing KYC packs as requested by the third parties during investment execution process.
• Report on and keep log of any issues uncovered with the tools, systems, data and information supporting the investment strategy, investment due diligence and monitoring procedures.
• Provide relevant information to the Investment Performance Analytics team to facilitate fee reporting and analysis workstream.
• Act as key liaison for all internal and external auditing matters arising in relation to infrastructure investments.
• Build and maintain manager and investor networks; promoting LPPI as a partner and active LP. Represent LPPI in external settings as appropriate.
• Continually develop both knowledge and skill in the professional investments arena by maintaining up to date information in relation to market development and regulation changes, through the attendance of external seminars and other professional courses as necessary.
• Actively coach and inspire, listening with curiosity and building an inclusive environment.
• 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 the courageous conversations.
• Engage in manager-led people processes, invest time in individual conversations and complete deliverables within set timeframes.

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

• Demonstrated experience either on infrastructure deals or wider M&A gained at a Corporate, Investment Advisory, Financial Advisory or a Consultancy firm.
• Educated to graduate level (or similar) ideally gained within a Business, Finance and or investments related discipline.
• Potentially working towards final stages of completion of a relevant Investments / Finance related qualification (e.g. CFA) with a desire to actively maintain professional knowledge as required for the role.
• Understanding of and experience implementing a typical investment due diligence process, from origination to portfolio management.
• Strong understanding of the infrastructure market: themes, opportunity set, fund managers, whilst maintaining awareness of broader private markets trends.
• Knowledge and skills to build and / or operate a financial model.
• Understanding of private markets valuations and underwriting techniques.
• Effective communication skills including the ability to influence and build good working relationships at all levels both internally and externally with potential partners and advisers.
• Excellent 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.
• Strong attention to detail in analytical, numerical and written work produced, combined with ability to synthesis analysis into effective communication internally and externally.
• A proactive, self-motivated team player capable of managing a high personal workload across multiple mandates / portfolios with multiple deadlines.
• Promotes positive behaviour through own actions and attitude with the ability to innovate within a team environment and be a flexible and supportive team member.
• Ability to build a professional network and seek business opportunities with fund managers and external advisors.
• 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 adjustment 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)

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 (-%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 plan, including communicating with engagement targets and coordinating existing engagement collaborations
• Participate in proxy voting process, 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 the 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 (-%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.
• Prioritize 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 synthesize 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.

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)

The Portfolio Manager (“PM”) role sits within the Direct Infrastructure Investment team at Local Pensions Partnership Investments (“LPPI”). The Direct Infrastructure Investment team is responsible for investing and managing client capital committed to LPPI Infrastructure IPV, GLIL Infrastructure Fund and directly owned infrastructure assets.

The PM’s responsibilities span the full investment cycle from deal sourcing, through to investment analysis, deal execution and asset management. The person takes ultimate responsibility for all elements of the investment underwriting process, including due diligence, structuring, and financial, regulatory, legal and tax, commercial and technical due diligence for potential new acquisitions. The PM is expected to lead on performance reporting and value-creation within existing portfolio businesses. The person is expected to act as a mentor for junior team members, promoting their development and growth and fostering a dynamic and supportive working environment. The individual reports to Head of Investments, GLIL Infrastructure.

Over time, the individual is expected to build knowledge and capability across the investments function in order to lead the wider team through the professional development of junior staff and the monitoring of investment mandates.

Key Responsibilities (-%Key responsibilities)

1. Work with a broader team on identification and origination of new infrastructure investments in the UK and across Europe (strategic and tactical), by analysing sectors and companies, considering alternative options and preparing presentation materials as required.

2. Identify new investment themes (industries, geographies), lead on assessment of their attractiveness and suitability for the investment portfolio, present findings to the Investment Committee to seek approval.

3. Lead on the execution of direct investment opportunities through:

a. Leading deal teams on a day-to-day basis while remaining hands-on across the entire execution process, including due diligence, valuation, structuring and transaction documentation;
b. Critically appraising investment opportunities and their value drivers and risks;
c. Opining on and reviewing business plans and valuation analysis prepared by colleagues and external advisers to assess financial returns and risk profiles of the proposed investments;
d. Opining on capital structure options and leading on external financing for transactions;
e. Overseeing the preparation of Investment Committee papers and taking a lead role in presenting findings and recommendations to the Investment Committee for approval;
f. Facilitating productive engagement with wider LPPI functions, including Responsible Investment (“RI”), Compliance, Operations / Middle office, Finance and Legal teams to ensure smooth execution;
g. Negotiating contracts in cooperation with internal and external partners including confidentiality agreements, purchase and sale agreements, shareholder agreements, tax agreements, financing agreements and engagement agreements with external advisors; with a particular focus on key governance provisions for either LPPI Infrastructure IPV or GLIL Infrastructure Fund.

4. Lead on the execution of co-investment opportunities with third-party Infrastructure fund managers by:

a. Leading the co-investment deal team and providing feedback and support as required;
b. Opining on the robustness of the proposed investment case, appropriateness of the investment for the portfolio and robustness of the proposed Fund manager;
c. Facilitating productive engagement with wider LPPI functions, including ODD, Legal, Compliance and RI teams to make sure that the co-investment is properly structured and all of the required internal approvals are received prior to Investment Committee;
d. Producing and presenting Investment Committee papers;
e. Working with IC members on key commercial documents and terms.

5. Contribute to the Asset Management function by:

a. Sitting on the boards of investee companies and working closely with fellow shareholders to provide strong governance and drive value creation by providing direction to executive management;
b. Building relationships and effectively collaborating with key internal and external stakeholders;
c. Independently representing Fund capital, fulfilling director duties and making recommendations with limited input by the Investment Director;
d. Critically assessing a situation (financial outputs, competitive environment, potential variables) and developing a strategy to achieve desired outcomes;
e. Maintaining and assessing budgets and business plans compared with the original underwriting case.

Please note that this list is not exhaustive and only points to the core responsibilities within the role

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

1. Significant and demonstrated transaction experience either on infrastructure deals or wider M&A gained at a Corporate, Investment Advisory, Financial Advisory or a Consultancy firm.
2. Educated to graduate level (or similar) ideally gained within a Business, Finance and or investments related discipline.
3. Post-graduate level qualified or has completed of a relevant Investments/Finance related qualification (CFA) with desire to actively maintain professional knowledge as required for the role.
4. A track record of origination, execution and asset management of infrastructure investments.
5. Effective communication skills including the ability to influence and build good working relationships at all levels both internally and externally with potential partners and advisers.
6. Excellent presentation skills (both preparation and delivery).
7. Strong technical knowledge including financial analysis, valuation techniques, financing market dynamics.
8. Established negotiation, commercial, analytical and problem-solving skills.
9. Leadership capability to mentor, coach and develop junior team members.
10. Comfortable working as a part of a wider team and on a self-directed and self-motivated basis.
11. 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 member.
12. 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 adjustment will be made to working arrangements to accommodate a person with a disability who otherwise would be prevented from undertaking the work.