Investment Reporting Specialist

Legal & General is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.

We’re recruiting for an Investment Reporting Specialist to join our Client Reporting Team, sitting in the Global Client Services Operations hub. This team provides data analysis and report production across a diverse range of product and bespoke requirements.

What you'll be doing:

• Providing solutions to client requirements, working closely with client relationship peers, product specialists and investment desk support teams, defining scalable processes and seeking ways to further enhance client experience
• Owning and managing end to end production and delivery of daily, weekly, monthly & quarterly client deliverables and reports, ensuring they are delivered accurate and in a timely manner 
• Providing the reformation of data and ability to work with large and complex data structures to support bespoke requirements
• Overseeing the collation and the timely delivery of data to clients, ensuring services are delivered within agreed SLA guidelines, and in compliance with relevant regulatory guidelines and industry standards
• Representing client reporting and our service offering internally and externally, partnering with Client Service Solutions and the relationship team by demonstrating an understanding of the client’s strategy and our capabilities
• Attending and contributing to client review calls, and new client on-boarding meetings. Being on-hand to discuss any reporting or strategy points, capturing any key requirements as a result of discussions, taking the opportunity to demonstrate a focus on delivering excellent client focused service and expertise
• Working with areas of expertise around the business to project manage ad-hoc queries, data requests and client change, through to completion in line with client expectation

Who we're looking for:

• Proficient IT skills, primarily with MS Excel and (VBA and Python desirable)
• Strong experience of working within the investment management industry including providing an exceptional level of client service and support to clients
• Deep knowledge of industry investable instruments including Derivatives and the associated accounting and operational management of owning these in a client mandate
• Good understanding of the various investment vehicles and strategy types run by LGIM
• Solid track record of dealing with external and internal clients, building significant relationships with contacts up to and including senior levels
• Demonstrable ‘Solutions’ mind set, being able to bring to the table consistent positive approach to delivering for our clients 
• Knowledge of industry vendors and tools available to Investment Reporting teams

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.