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Investments Middle Office Analyst

  1. London
  2. Full-time
  3. Finance

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Company Description

The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients’ complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. We’re focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future.


Job Description

As a member of the L&G Retirement Institutional (LGRI) Investments Middle Office team, you will produce investment performance, portfolio analytics, credit, ratings and market risk and liquidity management information (“MI”) for use at all levels of the organisation and will also perform various operational and governance related activities for the wider LGRI Investments team, with particular emphasis on the growing Lifetime Mortgages (“LTM”) book

  • Portfolio MI Reporting Preparation of the weekly reporting pack for the Credit Working Group, monitoring various metrics and exposures (primarily traded Fixed Income assets and direct private credit investments) across the entire portfolio against tolerances and prior data from an extensive and complex set of data sources.
  • Lifetime Mortgage (“LTM”) Operational Cash Management & Monthly MI Reporting Reconciliation of redemption cash flows, SPV bank account reconciliation, submission of accounting templates, redemption journals and invoice payment requests. Management of ‘Available Funds’ for each securitisation issuance & preparation of timely IPD payments.
  • Work with Risk Solutions and Analytics (“RS&A”) and Finance to ensure asset valuation, investment and capital reporting are accurate. Preparation of quarterly SPV board presentation materials.
  • Development of Reporting Tools - Support the implementation of new reporting technology (e.g. Alteryx & PowerBI) to deliver production efficiencies, improve reporting quality and enhance analytical capabilities.
  • Reviewing BAU outputs and resolving queries from other business units including Risk Solutions and Analytics (“RS&A”), L&G Home Finance (“LGHF”), Financial Reporting & Ops (“FR&O”) and Finance teams.
  • Participating in team projects and initiatives as required.

 


Qualifications

  • Experience in middle office/investment reporting role or equivalent control function 
  • Good understanding of Financial Services / Mortgages / Investment products & processes, especially Fixed Income and/or Private Assets 
  • Experience in process improvement / data transformation 
  • Excellent MS Office skills (with Excel to macro level) 
  • Excellent organisational skills and attention to detail, with a demonstrated ability to work independently, prioritise, and manage a high-volume of tasks, deadlines, requirements.
  • Experience of analysing large volumes of data and able to manipulate information in Excel (use of Power BI/Tableau/other data analytics tools desirable) and should understand good practice to identify issues in source data and encourage accuracy of own work.
  • Strong communicator, able to build relationships across all levels of the organisation and challenge where appropriate.
  • Ability to use initiative to achieve outcomes and judge when escalation is the correct option.

Additional Information

The brand with the brolly is choosing today to change tomorrow.

Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. 

We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.

We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.

At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.

Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?

Great minds don’t have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation.

We don’t just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve.

We think it’s important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow.

We all work differently, and have different needs, which is why. we’re always open to discussing flexible working arrangements. Likewise, we’re committed to finding reasonable accommodations for candidates with specific needs during our recruiting process.

So whoever you are, wherever you are, whatever your story, we'd love to hear from you.

Great news! We will let you know when a new job like this has been added!

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