Client Reporting & Insights Specialist

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 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