Reporting and Valuation Team Manager

TN United Kingdom; Cardiff; On-site; GBP 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Valuation Reporting Manager to lead their Cardiff team. This role involves overseeing portfolio valuations, managing a dedicated team, and ensuring compliance with financial reporting standards. The ideal candidate will have a strong entrepreneurial mindset, excellent communication skills, and a robust understanding of financial instruments. Join a company that values inclusivity and offers flexible working options, where your contributions will directly impact client satisfaction and operational efficiency. This is a fantastic opportunity to drive change and improve processes in a supportive environment.

Benefits

Flexible Working Options

Career Development Support

Inclusive Culture

Collaborative Environment

Qualifications

• Experience managing teams and driving operational excellence.
• Strong understanding of financial instruments and reporting.

Responsibilities

• Lead and manage the valuation reporting team in Cardiff.
• Ensure accuracy and compliance in portfolio valuations and reports.

Skills

Portfolio Valuation Principles

Financial Reporting Requirements

Communication Skills

Proficient IT Skills

Entrepreneurial Mindset

Education

Bachelor's Degree in Finance

Professional Qualification (CFA, ACCA)

Tools

Bloomberg

FactSet

SQL

Power BI

Vermilion

Job description

Reporting and Valuation Team Manager, Cardiff

Client: LegalAndGeneral

Location: Cardiff, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Description

We are seeking an experienced Valuation Reporting Manager to lead the valuation and reporting function in Cardiff, ensuring the accurate delivery of portfolio valuations and client reports. The role involves managing a team, overseeing reconciliations, and handling complex financial instruments such as derivatives (swaps, repos, futures/forwards, options, etc.). The successful candidate will drive operational excellence, regulatory compliance, and process improvements within the valuation and reporting framework.

What you’ll be doing:

• Managing the team providing daily management, coaching, and guidance to your direct reports. Provide inspirational leadership and management, on an individual and team basis, using your extensive experience to motivate and coach the team.
• Building strong relationships with key stakeholder managers and data/information owners. Ensuring regular meetings take place to discuss clients, processes, improvements, and share best practices. Manage internal and external supplier relationships including SLA/service monitoring.
• Promoting a procedural and control mindset to ensure tasks and controls are consistently documented and reflected to allow top-rate accuracy, quality, and timeliness of regulatory reporting and data provided whilst mitigating risk.
• Overseeing the production and review of client and valuation reports, ensuring data accuracy and consistency across all reporting deliverables and that all tasks are sent within SLA.
• Acting as the key escalation point for reporting and valuation issues, liaising with custodians, external valuation agents, or internal stakeholders.
• Assisting in the production of audit packs and spearheading projects to improve processes. Work closely with the wider client reporting teams to ensure reporting meets client requirements and SLAs.
• Maintaining strong data governance processes, ensuring accuracy and integrity of valuation and reporting data. Identifying opportunities to streamline and automate reporting processes, improving efficiency and reducing operational risk.

Qualifications

Who we’re looking for:

We seek someone with an entrepreneurial mindset, eager to drive change and improve processes. The role supports both international and UK-based clients.

Benefits include:

• Prior supervisory experience
• Strong understanding of portfolio valuation principles and financial reporting requirements
• Bachelor’s degree in finance, accounting, economics, or related field
• Professional qualification (e.g., CFA, IMC, ACCA, CIPM) preferred
• Experience with reporting tools and financial data systems (e.g., Bloomberg, FactSet, SQL, Power BI, Vermilion) is advantageous
• Proficient IT skills, especially with MS Excel and PowerPoint
• Excellent communication skills
• Proactive and able to work independently

Additional Information

At L&G, we believe in generating 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 across diverse backgrounds and experiences. Our leaders care about your future and wellbeing, supporting your career development and success.

We value outcomes over attendance and offer flexible working options including part-time, term-time, and job shares, where feasible.

Don’t worry if you don’t meet every criterion. Focus on your strengths, potential, and how you connect with our purpose.