Investment Reporting Analyst

Legal and General; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

Legal and General seeks an Investment Reporting Analyst for a 12-month fixed-term contract in London. The successful candidate will manage client reports, collaborate with teams, and ensure data accuracy. Key skills include client relationship management and proficiency in Excel.

Benefits

Annual performance-related bonus plan

Life assurance

Healthcare Plan (permanent employees only)

25+ days holiday, plus public holidays

Competitive family leave

Electric car scheme

Employee discounts at high street stores

Well-being focused office spaces

Qualifications

• Experience in investment management or financial services reporting.
• High attention to detail and commitment to data accuracy.
• Strong organisational and workflow management skills.

Responsibilities

• Managing the end-to-end production and delivery of client reports.
• Collaborating with internal teams to understand reporting needs.
• Driving process improvements and scalable solutions.

Skills

Client relationship management

Data accuracy

Organisational skills

Communication skills

Proficiency in Microsoft Excel

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Investment Reporting Analyst - 12 month FTC

• Full-time
• Permanent or Fixed Term Contract: Fixed Term Contract
• L&G Business Unit: Legal & General Investment Management
• L&G sub Business Unit: LGIM
• Primary Location: London, One Coleman Street
• Job Family: Back Office Ops

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.

L&G Asset Management is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.

At Legal & General, we’re committed to delivering exceptional service to our clients across the globe. As part of our Client Reporting team, you’ll play a key role in shaping the way we communicate investment insights and data to our clients. We’re looking for someone who thrives in a collaborative environment, values precision, and is passionate about delivering high-quality reporting solutions.

What you’ll be doing:

• Managing the end-to-end production and delivery of client reports and data
• Collaborating with internal teams and clients to understand and meet reporting needs
• Attending client meetings and capturing reporting requirements
• Working with large and complex data sets to support bespoke reporting
• Contributing to new client onboarding and review discussions
• Driving process improvements and scalable solutions for reporting
• Ensuring compliance with regulatory and service level requirements
• Promoting a culture of accuracy, control, and continuous improvement

Who we’re looking for:

• Experience in investment management or financial services reporting
• Proven ability to build and maintain client relationships
• A solutions-focused mindset with a proactive approach to challenges
• High attention to detail and commitment to data accuracy
• Strong organisational and workflow management skills
• Proficiency in Microsoft Excel, Word, and PowerPoint (VBA/Python a plus)
• Excellent communication skills and a collaborative team spirit

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
• 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 the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

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, term-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.