Asset Services Analyst

Legal & General; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

Legal & General is seeking a Senior Analyst to oversee asset services operations, ensuring high-quality service delivery. This role requires strong experience in investment operations and the ability to manage multiple tasks effectively. Join a dynamic team committed to excellence and responsible investment.

Benefits

Annual performance-related bonus plan

Life assurance

Healthcare Plan

At least 25 days holiday

Competitive family leave

Electric car scheme

Discounts for products and services

Qualifications

• Strong experience within Investment Operations.
• Understanding of Asset Services tasks.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Overseeing daily tasks including Income, Claims, Corporate Actions.
• Collaborating with team members and outsourced providers.
• Monitoring service delivery KPIs and KRIs.

Skills

Client focus

Communication

Project management

Education

IMC or IOQ qualifications

Tools

TLM

Quasar

Corporate Action systems

Job description

• Permanent or Fixed Term Contract: Permanent
• L&G Business Unit: Legal & General Investment Management
• L&G sub Business Unit: LGIM
• Primary Location: Cardiff, Four Central Square
• Job Family: Finance

Company Description

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.

Job Description

Join our dynamic team where we are committed to excellence in asset services oversight. We are looking for a dedicated and detail-oriented Senior Analyst to partner with our outsource providers and ensure the delivery of top-notch operational service targets. If you are passionate about asset management and thrive in a collaborative environment

What you’ll be doing:

• Overseeing daily tasks including Income, Claims, Corporate Actions, Proxy, Class Actions, and Asset Transfers
• Collaborating with team members and outsourced providers to meet service standards and deadlines
• Assisting with the delivery of agreed retained services
• Monitoring daily and weekly service delivery KPIs and KRIs
• Investigating and resolving queries or issues, escalating as necessary
• Identifying and implementing procedural and process improvements
• Ensuring end-to-end understanding of operational tasks and their impacts
• Managing operational risks and ensuring compliance with policies and regulatory requirements

Qualifications

Who we’re looking for:

• Demonstrate strong previous experience within Investment Operations
• Strong understanding of Asset Services tasks, including Corporate Actions, Income, Proxy voting, and Claims
• Experience with TLM, Quasar, and Corporate Action systems
• Knowledge of Outsourced Service Models
• Ideally holds IMC or IOQ qualifications
• Ability to work under pressure and meet strict deadlines
• Strong client focus and excellent communication skills
• Proven ability to manage multiple initiatives and projects

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
• 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

Additional Information

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.