Senior Analyst - Investments Middle Office

LegalAndGeneral; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services group in Greater London seeks an experienced IMO Senior Analyst. In this role, you will oversee high-quality investment performance reporting and portfolio analytics while driving data innovation. Key responsibilities include producing MI reporting for senior stakeholders, managing data validation, and leading operational process design. The ideal candidate will have significant finance experience and advanced skills in Excel, SQL, and Python. Enjoy a competitive package including bonuses, generous pension contributions, and flexible working options.

Benefits

Annual performance-related bonus

Generous pension contribution

Life assurance

Healthcare Plan

At least 25 days of holiday, plus public holidays

Flexible working options

Discounts at various retailers

Qualifications

• Significant experience in finance or operations within financial services.
• Proven ability to deliver process improvements and technical reporting solutions.
• Strong understanding of investment processes and trade lifecycle.

Responsibilities

• Produce and oversee portfolio MI reporting for senior stakeholders.
• Lead operational process design and transition to support front office.
• Implement new reporting and workflow technologies to improve efficiency.

Skills

Advanced Excel skills (including VBA)

Experience with SQL

Experience with Python

Understanding of investment products

Excellent organisational skills

Strong communication skills

Creative problem-solving

Proactive approach

Education

Degree-level education or equivalent experience

Tools

Power BI

Snowflake

Job description

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Company 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.

Recruiter: [e-mail]

Job Description

We're looking for an experienced IMO Senior Analyst to join our Institutional Retirement Investments Middle Office team. In this role, you'll provide oversight and deliver high-quality investment performance reporting, portfolio analytics, and risk management insights. You'll play a key part in shaping operational processes, driving data innovation, and supporting strategic decision-making across a diverse investment landscape.

What you'll be doing:

• Producing and overseeing portfolio MI reporting for senior stakeholders
• Managing and validating data while developing asset data models
• Leading operational process design and transition to support front office
• Implementing new reporting and workflow technologies to improve efficiency
• Representing the team in working groups and forums to optimise processes
• Coordinating coverage of BAU tasks and mitigating key person risk
• Supporting onboarding of new reporting requirements and asset classesEngaging stakeholders and testing changes to ensure positive customer outcomes

Qualifications

Who we're looking for:

• Degree-level education or equivalent experience
• Significant experience in finance or operations within financial services
• Strong understanding of investment products, processes and trade lifecycle
• Advanced Excel skills (including VBA) and experience with SQL/Python
• Familiarity with BI tools such as Power BI and data platforms like Snowflake
• Proven ability to deliver process improvements and technical reporting solutions
• Excellent organisational and communication skills with a proactive approach
• Creative problem-solver with strong accountability and attention to detail

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 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

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.

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