Investment Asset Change Senior Analyst

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.

L&G Institutional Retirement looks after around 700,000 institutional customers who have their retirement benefits secured with us. Operating continuously in the UK market from our entrance in 1987, we are the UK’s longest-running insurer.

Our Institutional Retirement division provides pension risk transfer (PRT) solutions for UK and US defined benefit (DB) schemes, and reinsurance solutions from our global hub in Bermuda. We work with companies, DB pension schemes and their advisors to help them secure and protect scheme members’ retirement benefits.

Joining us means you’ll support customers’ financial security in retirement; help companies to settle their pension liabilities and focus on growing their businesses; and enable investment for the long term to back our pension promises.

We're recruiting for an Investment Asset Change Senior Analyst to cover the delivery of business analysis and investment asset change impacting operating models within Investment Operations. You will support the Investment Asset Change Manager and Business Stakeholders in managing complex transformation effectively.

This senior business analysis role is focused on onboarding new asset types and asset managers, and supporting other operational process change to achieve Institutional Retirement’s strategic investment objectives and develop Investment Operations capabilities.

What you'll be doing:

• Leading operational analysis and delivering end-to-end process change, as necessary, to onboard and report new asset classes successfully for our Investment and Investment Operations teams
• Collaborating with L&G’s divisions, group functions, and external partners to understand and document current business practices and future-state target operating models for new assets and/or asset managers. This includes producing process flowcharts, narratives, and data/governance documentation that demonstrate sound process design and control principles
• Implementing continuous improvement initiatives in the Investment Operations function. Working with the Investment Asset Change Manager to enhance or evolve the new asset change onboarding framework to ensure its flexible and facilitates large-scale change
• Overseeing the analysis of external data sources used to support ongoing enhancements, minimizing discrepancies, improving data quality, and identifying cost-saving opportunities
• Maintaining and owning key internal stakeholder relationships to ensure initiatives are understood and impacted. Presenting proposals for operational processes and data reporting; and co-ordinating stakeholders to encourage synergies and value-add
• Ensuring high-quality, consistent analytical outputs across change program delivery and adhering to all Group policies and procedures to maximize business performance; ensuring appropriate MI, processes, and systems are in place to support Investments and Finance
• Fulfilling Consumer Duty accountabilities by reviewing system or process changes that impact internal and external customers with business stakeholders to determine the impact and any associated risks to customer outcomes

Who we're looking for:

• Either IIBA Certified Business Analysis Professional (CBAP) or BSC ISEB Foundation Certificate in Business Analysis is desirable. Alternatively, investment and/ or financial (part) qualifications would be advantageous e.g. CFA, CAIA, Accounting (ACCA, CIMA), IMC (or similar)
• Experienced in business analysis, change management, including governance, leadership and delivery of change management activities
• Good understanding of investments products and a knowledge of financial and capital reporting processes required to deliver fit-for-purpose investments data
• Experience in investment asset data and successful large-scale change management in a comparable financial environment, including governance, leadership and delivery of change management activities
• Proven track record in delivering business change with hands-on experience in requirements gathering, operating model development, business process mapping, effective workflows, data sourcing, reporting and an understanding of robust operational controls
• Analytical and problem-solving skills to assess service delivery, data and change management results and activity
• Good written and verbal communication skills to share information, discuss relevant analysis and write reports. As well as strong stakeholder management skills, experience and ability in dealing with external service providers and internal customers
• Experience in Asset origination and onboarding end-to-end delivery

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.