Investment Reporting Analyst

We’re recruiting for an Investment Reporting Analyst to join our Client focussed reporting team, responsible for interacting with clients and client teams to create bespoke reports. Serving as key subject matter expert to discuss the client’s reporting requirements related to their investment strategy. 

The Client Reporting Group within Global Client Services Operations sits under the Global Chief Operating Office within L&G Asset Management. 

The reporting function delivers client and fund reporting services across global mandates and client bases. This role sits within a team tasked with providing first class service for Asset Management's clients ranging from data analysis and report production across a diverse range of product and bespoke requirements. A key requirement of this role is to be able to demonstrate solution-based thinking and identify opportunities to add value to the client experience.

This role is a 12 month fixed term contract. 

What you’ll be doing:

• Owning and managing the end-to-end production and timely delivery of accurate daily, weekly, monthly, and quarterly client reporting, including investment reports, regulatory reporting, ad-hoc requests, and routine reporting tasks
• Overseeing and owning the collation and timely delivery of client data, ensuring adherence to SLA/IMA agreements, regulatory requirements, and industry standards
• Solving client requirements by collaborating with relationship teams, product specialists, and investment support functions to define scalable processes and enhance the client experience
• Demonstrating strong investment management technical knowledge and a detailed understanding of L&G Asset Management's products, brand, competitors, clients, decision-making processes, and long-term objectives
• Reforming and manipulating large, complex data sets to support bespoke client requirements
• Representing client reporting and service capabilities internally and externally, partnering with Client Service Solutions and relationship teams to align with client strategy and deliver tailored solutions

Who we’re looking for:

• Strong experience of working with large data sets. Preferably from an investment management background but not essential
• A desire to question the status quo and work on their own initiative showing good investigative skills when complex queries arise and a strong ability to problem solve
• Good experience in managing external and internal stakeholders, building significant relationships with contacts up to and including senior levels
• Significant attention to detail and able to demonstrate high levels of accuracy and thoroughness.  (Examples to be discussed in potential interviews)
• Proficient IT skills, primarily with MS Excel and PowerPoint (VBA, Python, Power BI and SQL plus but not essential)
• Excellent written and verbal communication skills

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 many discounts we offer – both for our own products and at a range of high street stores and online

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.