Client Reporting Analyst
- Contract Type
- Full Time
- Role Type
- Closing Date
- Company Info
Legal & General Investment Management is one of Europe’s largest asset managers and a major global investor, with total assets of GBP 957 / EUR 1,090 / CHF 1,191 billion*. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors and retail investors
Throughout the past 40 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes including fixed income, equities, commercial property and cash. Our capabilities range from index-tracking and active strategies to liquidity management and liability-based risk management solutions.
*as at 30 June 2017, including derivative positions and advisory assets. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.
- Department Info
LGIM manages fixed income, equity, multi-asset, liability-driven investment, property and alternative solutions on behalf of its clients. Located across the globe, our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. In order to meet the complex and evolving investment needs of our clients, we focus on remaining at the forefront of investment product innovation and maintaining our reputation as experts across all asset classes.
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
- Job Duties
Working as part of LGIM’s Client Reporting Team, the candidate would be responsible for providing an efficient and effective reporting service to our internal and external clients. The candidate will take ownership of regulatory report production and delivery of various data provisions for an allocation of institutional of institutional pension (DB and DC) and non-pension clients.
Provide an exceptional level of reporting support to pooled Institutional, Segregated and Unit Trust clients. Acting as the first port of call for all enquiries managed by the Client Reporting Team, whilst maintaining excellent working relations with internal key business areas at all times. This will include preparing and checking regulatory reports, audit packs and data provision to clients, administrators and consultants using your knowledge of internal systems and our product range.
Attend team meetings and conference calls where required with the London office and take responsibility for projects, client reporting changes and operational meetings when opportunities arise.
Provide high level technical support, demonstrating an understanding of a pooled and segregated product range such as Equities, Fixed Income, Property, Multi Asset and Cash. Having an understanding of client benchmarks and concepts such as Liability Driven Investments and familiarity of DC Platforms. Develop and maintain knowledge of the current investment market, economic issues and LGIM’s views, enabling you to discuss talk through queries with clients and consultants.
Continually seek areas of improvement, identifying efficiencies as well as taking an active role in projects that will enhance client service and benefit the business.
Manage end to end production and delivery processes within pre-set deadlines for your allocation of client audit/regulatory reports, providing wider service assistance as required by the team. Own and co-ordinate the successful resolution of client enquiries from start to finish, liaising and utilising expertise from around the business in order to meet deadlines.
Proactively work with areas of expertise around the business to deal with ad-hoc queries, data requests and client change, through to completion and in line with client expectations.
- Skills Required
A good academic background
Degree qualified though not essential
IMC/IAQ – desirable but not essential
Demonstrable track record of dealing with external clients
An aspiration to understand current investment, market and economic issues
Desirable – working within the pensions Institutional (DB&DC) and Unit Trust investment product knowledge
Excellent interpersonal skills
Excellent written and verbal communication skills
Good understanding of Microsoft Excel, including experience with Pivot tables and Look-Ups
Proactive and proven to work on own initiative
Ability to work effectively under pressure with large volumes
High attention to details
Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, at least 22 days’ (with potential to rise to 25 days) holiday, performance related bonuses, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.
Please contact firstname.lastname@example.org with any queries.