Finance Analyst

Legal & General; Greater London; Hybrid; GBP 55,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Pension plan

Life assurance

Healthcare

Holiday entitlement

Flexible working

Job summary

Legal & General, a leading UK financial services group, is recruiting a Senior Finance Analyst to join our Real Assets Finance team. You’ll support planning, forecasting, MI and financial controls across Real Asset funds and balance sheet investments.

The role offers exposure to real estate, infrastructure, venture capital and platforms, with opportunities to partner with investment and finance teams. Flexible working options are available.

Qualifications

• ACCA/ACA/CIMA qualification (or near-qualified)
• Strong accounting, financial planning and analysis knowledge including IFRS
• Confident Excel modelling; finance data handling
• Experience preparing high-quality financial analysis/reports
• Strong stakeholder management and communication

Responsibilities

• Prepare monthly MI, data tables and commentary
• Perform financial analysis, reconciliations and data quality checks
• Assist planning, forecasting and 5-year financial planning
• Review asset/investment performance against forecasts
• Support bi-annual asset valuation cycle
• Monitor liquidity and support payments/documentation
• Maintain strong financial control across reporting/data
• Build relationships with finance, investment and business stakeholders

Skills

Accounting

FP&A

Stakeholder management

Excel modelling

IFRS knowledge

Education

ACCA/ACA/CIMA

Tools

Onestream

Anaplan

Tableau

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.

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.

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’re recruiting for a Senior Finance Analyst to join us. We’re offering a competitive base salary.

We’re looking for a Senior Finance Analyst to join our Real Assets Finance team. This is a great opportunity for a qualified or near-qualified finance professional who enjoys working with data, building insight and partnering with stakeholders across investment and finance teams.

You’ll support financial planning, forecasting, management information and financial control activity across Real Asset funds and balance sheet investments. The Real Assets business is evolving, so you’ll have the chance to build knowledge across areas such as real estate, infrastructure, venture capital and platforms, rather than being limited to one narrow sector

What you’ll be doing:

• Preparing monthly management information, data tables and commentary
• Carrying out financial analysis, reconciliations and data quality checks
• Supporting planning, forecasting and the 5-year financial planning process
• Reviewing asset and investment performance against forecast and underwriting expectations
• Supporting the bi-annual asset valuation cycle
• Monitoring liquidity requirements and supporting payment and documentation processes
• Maintaining a strong financial control environment across reporting and data processes
• Building relationships with finance, investment and business stakeholders

Who we’re looking for:

• ACCA, ACA or CIMA qualified, ideally, although near-qualified candidates may be considered
• Strong accounting, financial planning and analysis knowledge, including IFRS
• Confident Microsoft Excel skills, including experience with modelling and finance data
• Experience preparing high-quality financial analysis, reports or papers
• Ability to work to tight deadlines while maintaining accuracy
• Strong stakeholder management skills and a clear communication style
• Financial services or asset management experience would be helpful but is not essential
• Knowledge of Onestream, Anaplan or Tableau would be useful

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.