Head of Investment Asset Reporting

Legal & General 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 a Head of Investment Asset Reporting to lead the Investment Asset Data sub-function in the Investment Operations team of our Institutional Retirement division. 

Covering production of Investment Asset reporting for key stakeholders in Finance and Investments; ensuring high data quality and operational excellence throughout delivery. 

Acting as a lead conduit between key stakeholders’ requirements and operational delivery of Investment Asset Data populated reporting, whilst adhering to data management framework and principles.

What you'll be doing:

• Acting as the lead Investment Operations business partner for Finance engagement and delivery to a high standard, whilst also supporting the teams partnership across other key stakeholders in Investments, with wider Investment Operations sub-team leads
• Enhancing of the use (and number of) external sources of data, reducing potential for discrepancies and improving data quality to identify opportunities for possible savings in licenses
• Managing Internal stakeholders – liaising with local business units to identify operational improvements and synergies. Identifying of all stakeholders and required communication channels to manage any downstream impacts
• Maintaining the process for sub-teams to raise change management requests, providing any technical support necessary and engaging with MSPs where necessary
• Taking the lead in all matters regarding the management of employees, ensuring that management discretion is used in a consistent manner and that the area follows the Group’s policies and procedures including the Partnership Agreement to maximise business performance
• Driving and coordinating senior stakeholder engagements with the aim of developing and documenting strategic team targets, acting as a trusted partner and challenger to business unit leaders, ensuring end to end/downstream operational considerations are made that inform market leading data quality principles
• Being responsible for strategic leadership; shaping and delivering on our divisional strategic focus areas, including making LGRI a great place to work. Ensuring that management discretion is used in a consistent manner and that the area follows the Group’s policies and procedures to maximise business performance
• TCF (Treating Customers Fairly) Ensuring that the principles of Conduct Risk and Treating Customers Fairly (TCF) are embedded into your day-to-day operations to deliver good customer outcomes at all times. Ensuring that all business processes and internal controls within your role are designed and performed in a way that delivers good customer outcomes and demonstrates effective management of Conduct Risk

Who we're looking for:

• Strong knowledge of PRT, asset management markets, and industry trends
• Relevant experience of leading an Investment Asset Data reporting function
• Understanding of financial services organisational constructs and regulatory environments
• Deep understanding of investments data, issues and processes required to deliver fit-for-purpose investments data
• Analytical and problem-solving skills to assess service delivery, data and change management results and activity
• Organisation and time management skills to process and monitor large volumes of information and documents on an ongoing basis
• Strong stakeholder management skills, experience in working alongside senior executives in both group and local business units, comfortable engaging effectively with C-suite executives
• High-level attention to detail with ability to organise, prioritise, and manage multiple tasks within set deadlines, across multiple locations
• Understanding of modern technology, agile change delivery, operating model assessment and design techniques as well as relevant technology software skills to utilise software to keep track of important data and reports

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   
• Private medical insurance (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 
• 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 

Legal & General is a leading financial services group and major global investor, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.

We aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

If you join us, you’ll be part of a welcoming 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 strive to be open, mindful and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs.

If you’re open to find out more, we'd love to hear from you.