DC Investment Analyst

Legal & General; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Annual bonus

Share schemes

Generous pension contribution

Life assurance

Healthcare plan

25 days holiday + holidays

Electric car salary sacrifice

Job summary

Legal & General in London seeks a motivated DC Investment Analyst to join the Distribution team. You will support DC Investment Directors, deliver high-quality investment content, and respond to client needs while gaining exposure to advisers and a broad range of investment solutions.

This role offers learning opportunities across investments, pensions and client engagement within a collaborative and fast-paced environment.

Qualifications

• Degree-educated or equivalent academic background.
• Progress towards, or interest in, IMC or CFA Level 1 desirable.
• Strong written and verbal communication with the ability to present information clearly.
• Experience preparing presentations, reports or client-facing materials.

Responsibilities

• Support DC Investment Directors in responding to client and adviser queries by preparing materials and coordinating input from internal stakeholders.
• Assist with creating and maintaining presentations, briefing notes, competitor insights and meeting materials.
• Coordinate with Distribution, Product and Investment teams to ensure accurate responses for RfPs and RfIs.
• Prepare for client and internal meetings, building agendas and following up on actions.
• Monitor market, client and adviser developments and share insights with stakeholders.
• Build knowledge of the DC market, investment solutions and wider industry trends.
• Develop strong internal relationships and support team priorities and deliverables.

Skills

Understanding of investment principles

Interest in DC investments

Strong written and verbal komunikation

Highly organised

Proactive, collaborative

Education

Degree-educated or equivalent

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.

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 looking for a motivated and detail-oriented DC Investment Analyst to join our Distribution team. This is an excellent opportunity to build a career within the defined contribution (DC) investment space, supporting senior stakeholders and gaining exposure to clients, advisers and a broad range of investment solutions.

You will play a key role in supporting DC Investment Directors, helping to deliver high-quality investment content, respond to client needs and contribute to the ongoing development of our DC proposition. This role offers strong learning opportunities across investments, pensions and client engagement within a collaborative and fast-paced environment.

What you’ll be doing:

• Supporting DC Investment Directors in responding to client and adviser queries by preparing materials and coordinating input from internal stakeholders
• Assisting with creating and maintaining presentations, briefing notes, competitor insights and meeting materials
• Coordinating with Distribution, Product and Investment teams to ensure accurate and consistent responses for RfPs and RfIs
• Supporting the preparation for client and internal meetings, including building agendas, collating materials and following up on actions
• Monitoring market, client and adviser developments and sharing relevant insights with stakeholders
• Building knowledge of the DC market, investment solutions and wider industry trends
• Developing strong internal relationships while proactively supporting team priorities and deliverables
• Ensuring investment materials are clear, accurate and appropriately reviewed while escalating technical queries where required

Who we’re looking for:

• Good understanding of investment principles and a strong interest in DC investments
• Awareness of the pensions and DC market, adviser landscape and key investment themes
• Degree-educated or similar academic background
• Progress towards, or interest in, professional qualifications such as IMC or CFA Level 1 desirable
• Strong written and verbal communication skills, with the ability to present information clearly
• Experience preparing presentations, reports or client-facing materials (academic or professional)
• Highly organised with the ability to manage multiple priorities and work to deadlines
• Proactive, collaborative and keen to learn, with a strong attention to detail and quality of delivery

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
• Generous pension contribution
• 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.