Investments Middle Office Analyst

Legal & General; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare Plan

At least 25 days holiday

Discounts on products and services

Access to electric car scheme

Job summary

A leading financial services group in the UK is seeking an Investments Middle Office Analyst. The role involves producing portfolio reporting, managing data, and enhancing operational efficiency in a dynamic investment environment. Candidates should have a degree or equivalent, with a strong background in middle office reporting and advanced Excel skills. This is a full-time position that offers a supportive culture focused on positive outcomes and flexible working opportunities.

Qualifications

• Degree-level education or equivalent required.
• Experience in middle office or investment MI reporting is crucial.
• Strong understanding of fixed income or private assets is preferred.

Responsibilities

• Produce portfolio MI reporting for stakeholders.
• Manage data validation and develop asset data models.
• Run operational processes to enhance decision-making.

Skills

Middle office reporting

Financial services knowledge

Advanced Excel skills

Data analytics

Process improvement

Data accuracy

Organizational skills

Communication skills

Education

Degree-level education or equivalent experience

Tools

Excel (including macros/VBA)

Job description

Join to apply for the Investments Middle Office Analyst role at Legal & General

Legal & General (L&G) is a leading UK financial services group and major global investor.

We have safeguarded 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, underpinning our retirement and protection solutions.

Job Description

Join our Institutional Retirement Investments Middle Office team and play a key role in delivering high-quality investment performance, portfolio analytics, and risk management insights. This is an exciting opportunity to work at the heart of our operations, supporting strategic decision-making and driving process improvements across a dynamic investment environment.

What you’ll be doing:

• Producing portfolio MI reporting for senior stakeholders across Investments and Risk
• Managing and validating data while supporting the development of asset data models
• Running operational processes to enhance front office decision-making
• Implementing new reporting and data workflow technologies to improve efficiency
• Contributing to the optimisation of our product-led operating model
• Providing cross-coverage for critical reporting and operational activities
• Engaging stakeholders and testing changes to ensure positive customer outcomes
• Supporting continuous improvement initiatives across systems and processes

Qualifications

• Degree-level education or equivalent experience
• Strong background in middle office or investment MI reporting roles
• Good understanding of financial services and investment asset classes, especially Fixed Income or Private Assets
• Advanced Excel skills (including macros/VBA) and familiarity with data analytics tools
• Experience in process improvement and data automation
• Ability to analyse large data sets and maintain high accuracy standards
• Excellent organisational and communication skills with a proactive approach
• Creative problem-solver with a strong sense of accountability and attention to detail

Benefits

• 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, with the option to buy and sell holiday
• Competitive family leave
• Participation 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)
• Discounts on our own products and at a range of high‑street stores and online
• Well‑designed workspaces that support wellbeing and collaboration

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, 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.

Recruiter

[e-mail]

Seniority level

Not Applicable

Employment type

Full‑time

Job function

Finance