Reporting and Valuation Team Manager

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 are seeking an experienced Valuation Reporting Manager to lead the valuation and reporting function in Cardiff, ensuring the accurate delivery of portfolio valuations and client reports. The role involves managing a team, overseeing reconciliations, and handling complex financial instruments such as derivatives (swaps, repos, futures/forwards, options etc). The successful candidate will drive operational excellence, regulatory compliance, and process improvements within the valuation and reporting framework.

What you’ll be doing:

• Managing the team providing daily management, coaching and guidance to your direct reports. Provide inspirational leadership and management, on an individual and team basis, using your extensive experience to motivate and coach the team
• Building strong relationships with key stakeholder managers and data/information owners. Ensuring regular meetings take place to discuss client(s), processes, improvements, and share best practices and manage internal and external supplier relationships including SLA/service monitoring
• Promoting a procedural and control mind-set to ensure tasks and controls are consistently documented and reflected to allow top rate accuracy, quality and timeliness of regulatory reporting and data provided whilst mitigating risk
• Overseeing the production and review of client and valuation reports, ensuring data accuracy and consistency across all reporting deliverables and that all tasks are sent within SLA
• Acting as the key escalation point for reporting and valuations issues, liaising with custodians, external valuation agents or internal stakeholders
• Helping assist on the production of audit packs and spearhead projects to improve the process. Work closely with the wider client reporting teams to ensure reporting meets client requirements and service level agreements (SLAs)
• Maintaining strong data governance processes, ensuring accuracy and integrity of valuation and reporting data. Identify opportunities to streamline and automate reporting processes, improving efficiency, and reducing operational risk

Who we’re looking for:

We are looking for someone with an entrepreneurial mindset, someone who wants to drive change and improve processes along the way. The function with support both international and UK based clients.

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:

• Prior experience of acting in a supervisory role capacity
• Strong understanding of portfolio valuation principles and financial reporting requirements
• Bachelor’s degree in finance, accounting, economics, or a related field
• Professional qualification (e.g., CFA, IMC, ACCA, CIPM) preferred
• Experience with reporting tools and financial data systems (e.g., Bloomberg, FactSet, SQL, Power BI, Vermilion) is an advantage
• Proficient IT skills, primarily with MS Excel and PowerPoint
• Excellent written and verbal communication skills
• Proactive and proven to work on your own initiative

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.