Investment Governance & Reporting Coordinator

LegalAndGeneral; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services provider in the UK is seeking a proactive individual to join their Workplace Savings Product team. The role focuses on ensuring fund propositions meet compliance and customer needs while supporting governance reporting and investment oversight. Ideal candidates should have experience in asset management or employee benefits, strong attention to detail, and the ability to work collaboratively across teams. Competitive benefits, including a performance-related bonus and generous pension contributions, are offered.

Benefits

Annual performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare plan

At least 25 days holiday plus public holidays

Electric car scheme

Workplace discounts

Qualifications

• Experience working within a provider asset manager or employee benefits consultancy.
• Awareness of Workplace Savings products and market dynamics.
• Understanding of corporate client needs and investment governance.
• Confidence working with data and reporting systems.

Responsibilities

• Supporting the management and closure of Workplace Savings funds in line with governance processes.
• Demonstrating up-to-date knowledge of fund propositions and regulatory developments.
• Carrying out data reporting and investment oversight including responsible investment metrics.
• Producing materials for board and committee meetings on investment-related matters.

Skills

Attention to detail

Organisational skills

Data interpretation

Regulatory knowledge

Collaborative mindset

Job description

A financial services provider in the UK is seeking a proactive individual to join their Workplace Savings Product team. The role focuses on ensuring fund propositions meet compliance and customer needs while supporting governance reporting and investment oversight. Ideal candidates should have experience in asset management or employee benefits, strong attention to detail, and the ability to work collaboratively across teams. Competitive benefits, including a performance-related bonus and generous pension contributions, are offered.