Client Reporting & Insights Analyst

Legal And General Group; Cardiff; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Annual bonus

Generous pension

Life assurance

Healthcare plan

25 days holiday + holidays

Employee discounts

Job summary

Legal & General Group in the UK seeks a Client Reporting Analyst to join our Client Reporting team. You’ll deliver high-quality reporting and insights to key clients and consultants, owning end-to-end delivery of accurate client reporting.

This role blends client interaction, analytical problem-solving and operational excellence, requiring strong data turning and knowledge of investment mandates, with collaboration across business areas to meet regulatory and service standards.

Qualifications

• Good academic background, preferably degree qualified.
• Understanding of the investment management industry.
• Significant attention to detail with high accuracy.
• Experience producing reports is desirable.
• Strong workflow management experience.
• Proficient IT skills, especially MS Excel and PowerPoint.
• Excellent written and verbal communication.
• Proactive and capable of working on your own initiative.

Responsibilities

• Overseeing the collation and timely delivery of client and consultant data, ensuring services meet SLAs and regulatory requirements.
• Applying investment management knowledge to support high-quality client outcomes.
• Coordinating with SMEs across the business to deliver ad hoc data requests through to completion.
• Documenting processes and controls to promote a robust control environment.
• Supporting knowledge sharing and cross-training within the team.
• Reviewing procedures and updating control logs, prioritising client interests and risk management.

Skills

Data collation

Investment knowledge

Excel

PowerPoint

Attention to detail

Reporting experience

Communication skills

Proactive work style

Education

Degree preferred

Tools

MS Excel

PowerPoint

Job description

Legal & General Group in the UK seeks a Client Reporting Analyst to join our Client Reporting team. You’ll deliver high-quality reporting and insights to key clients and consultants, owning end-to-end delivery of accurate client reporting.

This role blends client interaction, analytical problem-solving and operational excellence, requiring strong data turning and knowledge of investment mandates, with collaboration across business areas to meet regulatory and service standards.