Senior Investment Analyst TAA and Portfolio Oversight in London

Senior Investment Analyst – TAA and Portfolio Oversight with the Institutional Retirement Investments team at Legal & General. The Tactical Asset Allocation (TAA), Sovereigns and Portfolio Oversight team is responsible for monitoring, steering and overseeing exposures and flows across asset classes in the matching portfolio, including cross‑asset trading and associated portfolio optimisation opportunities. For sovereign bonds and related interest rate products, the role extends to oversight of the investment mandate.

Key responsibilities include:

• Understanding the investment process, the portfolio and the framework for holistic portfolio oversight, and mapping this to monitoring requirements across flows, exposures, risk appetite, limits and asset allocation preferences.
• Commissioning and steering the development of tools to monitor portfolio positioning across multiple perspectives and levels of granularity, including aggregating data sources and calculating bespoke metrics.
• Monitoring the portfolio using both newly developed and established tools and providing updates on developments, including proposing actions to maintain intended positioning.
• Building relationships and collaborating with key stakeholders such as Investments Operations, Quantitative Developers and relevant teams across Asset Management to understand data, systems and future developments.
• Contributing to the development of TAA activities, cross‑asset trading and portfolio management opportunities that align with Institutional Retirement objectives and comply with strategic and group limits.
• Collaborating with ALM, Asset Management, Investment Operations, Investment Strategy and Finance to enhance portfolio and market analytics and ensure timely MI for tactical portfolio optimisation.
• Applying a pragmatic and flexible approach to delivering reliable information and portfolio insights within a complex data environment.
• Operating within mandates and risk limits and embedding Conduct Risk and Consumer Duty principles to support good customer outcomes.

Qualifications:

• Strong quantitative skills demonstrated through a quantitative degree or postgraduate qualification (progress towards CFA or equivalent desirable).
• Working knowledge of developing tools using SQL, Python and Excel.
• Understanding of portfolio analytics, portfolio management concepts and fixed income markets.
• Experience working with large, complex datasets across multiple sources.
• Background as a front‑office portfolio analyst or experience in a second‑line or operational role supporting portfolio management tools.
• Strong communication and influencing skills with the ability to work collaboratively across teams.
• High levels of judgement, analytical capability and adaptability in a changing environment.
• A commitment to acting with integrity, diligence and strong customer focus.

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. 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).
• Wide range of discounts for our products and at a range of high‑street stores and online.
• Commitment to creating net‑zero carbon workplaces by 2030, investing in sustainable, modern offices across the UK designed to bring people together and elevate the in‑person experience.