Client & Fund Reporting Analyst - Cardiff

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

Recruiter: Andre Martin-Comrie: andre.martin-comrie@group.landg.com

Join our Client Reporting team within Legal & General’s Asset Management division, where we deliver high-quality reporting services across global mandates. This role is integral to providing exceptional client service and ensuring accurate, timely reporting that supports our diverse investment capabilities. If you’re detail-oriented, proactive, and passionate about delivering excellence, we’d love to hear from you.

What you’ll be doing:

• Managing end-to-end production and delivery of daily, weekly, monthly and quarterly client reports
• Collating and delivering accurate data and factsheets to clients, consultants and third parties
• Producing reporting outputs for a wide range of investment vehicles and platforms
• Learning and applying systems, processes and controls to maintain data accuracy and timeliness
• Coordinating with internal teams and external stakeholders to resolve queries and deliver client changes
• Monitoring competitor activity and regulatory requirements across multiple regions
• Updating and reviewing procedures, controls and documentation to mitigate risk
• Supporting team flexibility by sharing knowledge and upskilling colleagues
  
  

Who we’re looking for:

• Experience in asset management or a related financial services environment
• Strong understanding of investment vehicles and strategies
• Proven ability to produce accurate reporting outputs for internal and external stakeholders
• Excellent relationship-building skills with stakeholders at all levels
• High attention to detail and strong organisational skills
• Proficiency in MS Excel and other relevant IT tools
• Strong communication skills, both written and verbal
• Degree-level education or equivalent experience

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart
  
  

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.