Pooled Index Investment Specialist

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 Asset Management 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 currently looking to hire a Pooled Index Investment Specialist to join L&G Asset Management.

This fantastic role is designed to support the growing business from a distribution perspective as a subject matter expert. You'll have the opportunity to support the growth of the business across multiple fund wrappers and regions, from ETFs, Unit Trusts to ICAVs

What you’ll be doing:

Participate in sales and marketing efforts (45%)

• Supporting sales teams to help drive AUM and revenues by participating in client meetings, responding to client queries and running ad hoc analysis, you’ll also help Sales to position our products in line with the changing markets’ environment and by providing content and market analysis
• Conducting training sessions for the sales team to educate them on the messaging, positioning of our fund ranges and new developments in the market

Contribute to the development of investment strategies (10%)

• Originating ideas based on client feedback, market research and internal discussions and monitor the market and regulatory changes for new opportunities
• Proactively working with various teams (sales, legal, marketing, product, portfolio management, IT, data management and others) within the firm to complete projects and identify synergies

Manage fund and marketing collateral (45%)

• Collaborating with Marketing and Events teams to help them prioritize specific asset classes and individual products as part of their Content pipeline.
• Maintaining and evolving product collateral (pitch books, cheatsheets, earnings reports, peer monitors)
• Preparing research and quantitative reports (performance, risk metrics, attribution, subsector analysis, stock analysis etc)
• Contributing towards periodic reports and commentary that help clients remain up-to-date with our products

Who we’re looking for:

• Prior Financial Services experience either on the buy-side or sell-side with demonstrated experience in Client Relationship Management or Sales preferred
• Currently pursuing the CFA designation or have a degree in Financial Markets, Asset Management, or a related discipline
• Strong communication and presentation skills, with the ability to build trust and rapport with a diverse client base
• Driven and enthusiastic, with a proactive approach to learning and professional development
• A self-starter who thrives in a collaborative team environment but is also comfortable working independently

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.