Senior Performance Analyst

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.

This role sits within the Performance & Attribution function, delivering performance, attribution, and risk across LGIM Retail funds and strategies. We are looking for a Senior Performance Analyst who is an experienced, fully competent performance professional that has the knowledge and ability to support the team with dealing with complex queries and reconciliation issues.

If you are highly knowledgeable in Performance & Attribution and have experience in Python/SQL/VBA/Power BI, we’d love to hear from you.

In this role you will be responsible for: 

• Leading the board reporting process, including developing and checking the reports. Engaging with senior leaders to understand the business needs and develop the reports as necessary.  
• Being a subject matter expert in dealing with retail performance queries by acting as an escalation point for complex queries and ABOR/IBOR reconciliation issues.
• Supporting the performance analysts in calculating performance, attribution and ex-post risk across retail funds.
• Ensuring data relevant to LGIM funds is regularly attested to on platforms like Lipper and Morningstar
• Helping reduce key person dependencies through training and mentoring the performance analysts as required.
• Continually seeking to understand and satisfy our client’s requirements. Working closely with our partners in Product, Investments and Distribution, ensuring the performance service continues to evolve and brings real value to our clients.
• Maintaining and demonstrating a comprehensive knowledge of retail performance, including a clear understanding of LGIM’s product ranges / fund types and communicating and sharing this knowledge with the wider Performance team.
• Ensuring appropriate procedures and controls are in place for all performance processes and functions.
• Ensuring that all reports are independently checked and at a high standard before distribution.
• Deputising for the Performance Team Manager in meetings and projects.

• Prior experience in a Performance role 
• Extensive experience in dealing with retail queries 
• Experience of Lipper and Morningstar performance systems.
• Experience of leading performance projects and improving processes.
• Experience in programming and visualisation tools (Python, SQL, VBA, Power BI).
• Knowledge or experience in equity (index and active), multi- asset, and fixed income would be desirable 
• Performance analysis and ex post risk statistics. Understand and have experience in equity attribution.
• Ability to disseminate knowledge via presentations to the wider team.
• Excellent verbal communication skills to liaise with senior management.

When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.

If you join us, you’ll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave. 

You’ll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of – both for our own products and at a range of high street stores and online offerings. 

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.