Client Reporting Analyst

Legal & General; Cardiff; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Life assurance

Healthcare Plan

25 days holiday plus holidays carry

Job summary

Legal & General looks for a Client Reporting Analyst to join the Client Reporting team and own end-to-end client reporting delivery, data collation and data requests. You’ll gain deep knowledge of data, systems and mandates while ensuring accuracy and timeliness of quarterly investment reports, audit and LDI reporting.

This collaborative role blends client interaction, analytical problem solving and operational excellence, with opportunities to develop cross-functional skills and contribute to a

Qualifications

• Good academic background, preferably degree qualified.
• An understanding of the investment management industry.
• Significant attention to detail and able to demonstrate high levels of accuracy and thoroughness.
• Prior experience in the production of reports (not necessarily in the finance/investment industry) is preferrable but not essential
• Strong workflow management experience
• Proficient IT skills, primarily with MS Excel and PowerPoint
• Excellent written and verbal communication skills
• Proactive and proven to work on your own initiative

Responsibilities

• Overseeing the collation and timely delivery of client and consultant data, ensuring services are delivered within agreed service levels and in line with relevant regulatory requirements and industry standards
• Applying investment management knowledge and maintaining an understanding of products, clients, competitors and the wider market to support high-quality client outcomes
• Collaborating with subject matter experts across the business to coordinate and deliver ad hoc queries and data requests, managing activities through to completion in line with client expectations
• Promoting a robust control environment by documenting processes and controls, ensuring the accuracy, quality and timeliness of client deliverables while mitigating operational risk
• Supporting team flexibility and capability development by sharing knowledge, cross-training colleagues and enhancing skills to meet the needs of the wider Client Service Operations network
• Reviewing, maintaining and improving procedures, controls and processes, updating documentation and completing control and error logs as required, while prioritising clients' best interests and effective risk management

Skills

Investment knowledge

Attention to detail

Communication

Proactivity

Workflow management

Education

Degree preferred

Tools

MS Excel

PowerPoint

Job 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.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

Who we are

We are one of Europe’s largest asset managers and a major global investor across public and private markets.

Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns.

Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.

Job Description

We are recruiting for a Client Reporting Analyst to join our Client Reporting team and play a key role in delivering high-quality reporting and insights to some of our most important clients and consultants. You'll develop a strong understanding of our data, systems and investment mandates while taking ownership of the end-to-end delivery of accurate and timely client reporting.

This is a highly collaborative role that combines client interaction, analytical problem-solving and operational excellence, with responsibility for a broad range of deliverables including quarterly investment reports, audit and LDI reporting, platform reporting, regular reporting activities and ad hoc client requests.

What you’ll be doing

• Overseeing the collation and timely delivery of client and consultant data, ensuring services are delivered within agreed service levels and in line with relevant regulatory requirements and industry standards
• Applying investment management knowledge and maintaining an understanding of products, clients, competitors and the wider market to support high-quality client outcomes
• Collaborating with subject matter experts across the business to coordinate and deliver ad hoc queries and data requests, managing activities through to completion in line with client expectations
• Promoting a robust control environment by documenting processes and controls, ensuring the accuracy, quality and timeliness of client deliverables while mitigating operational risk
• Supporting team flexibility and capability development by sharing knowledge, cross-training colleagues and enhancing skills to meet the needs of the wider Client Service Operations network
• Reviewing, maintaining and improving procedures, controls and processes, updating documentation and completing control and error logs as required, while prioritising clients' best interests and effective risk management

Who we’re looking for:

• Good academic background, preferably degree qualified
• An understanding of the investment management industry
• Significant attention to detail and able to demonstrate high levels of accuracy and thoroughness
• Prior experience in the production of reports (not necessarily in the finance/investment industry) is preferrable but not essential
• Strong workflow management experience
• Proficient IT skills, primarily with MS Excel and PowerPoint
• Excellent written and verbal communication skills
• Proactive and proven to work on your own initiative

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 many discounts we offer – both for our own products and at a range of high street stores and online
• We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience

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 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.