At a Glance
- Tasks: Collaborate on investment strategies and create impactful content for clients and stakeholders.
- Company: Join Legal & General, a leading UK financial services group with a global impact.
- Benefits: Enjoy competitive salary, generous holiday, healthcare, and electric car scheme.
- Other info: Flexible working options and a culture that values diversity and inclusion.
- Why this job: Make a difference in asset management while developing your career in a supportive environment.
- Qualifications: Experience in asset management or investment consulting; strong analytical and communication skills.
The predicted salary is between 36000 - 60000 £ per year.
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.
Job Description
We’re currently looking to hire an Asset Allocation Investment Specialist to join L&G Asset Management and our Asset Allocation team
You’ll be part of L&G’s Asset Allocation team, which manages over £100 billion across pooled and segregated multi-asset funds. As an Asset Allocation Investment Specialist (AAIS) with a Defined Contribution (DC) focus, you will act as a key interface between L&G’s Asset Allocation investment team and a broad range of internal and external stakeholders
You will support the positioning and messaging of our popular DC strategies — including our Lifetime Advantage Fund range and Target-Date Fund ranges — and help articulate investment views, fund performance, and strategic developments to clients, consultants, and internal team
What you’ll be doing:
- Collaborating with fund managers and senior specialists to develop and refine messaging for DC multi-asset strategies
- Supporting the creation of high-quality investment content, including presentations, commentaries, factsheets, and bespoke client materials
- Acting as a point of contact for technical client and consultant enquiries, particularly related to DC strategies and fund positioning
- Assisting in the development of new business materials, including RFPs, pitch decks, and marketing collateral as well as running and interpreting analytics to support quarterly and ad hoc reporting needs, ensuring accuracy and clarity
- Contributing to the evolution of our DC strategy by helping shape messaging around regulatory developments
- Collaborating with marketing, sales, and product teams to ensure consistent and impactful communication across channels
- Supporting internal initiatives such as product launches, fund reviews, and strategic projects related to DC growth.
- Maintaining and improving internal processes and templates to enhance team efficiency and consistency
Qualifications
Who we’re looking for:
- Experience in asset management, investment consulting, or a related financial services role
- Experience in the investment industry with exposure to Defined Contribution pensions and multi-asset investing
- Numerate and analytical skills, with attention to detail and proficiency in Excel; familiarity with coding or data tools is a plus
- Strong written and verbal communication skills, with the ability to translate complex investment ideas into clear, client-friendly language
- Experience managing long term projects while maintaining quality of day to day deliverables
- Experience with Python and/or MS Copilot.
- A growth mindset, with a willingness to embrace technology and contribute to process improvements
- Progress toward CFA, IMC, or other relevant qualifications
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. 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.
Asset Allocation Investment Specialist in City of London employer: Legal And General Group
Legal & General (L&G) is an exceptional employer, offering a dynamic work environment where innovation and collaboration thrive. With a strong commitment to employee wellbeing, generous benefits including a competitive pension scheme, healthcare plan, and flexible working options, L&G fosters a culture of inclusivity and growth. As part of the Asset Allocation team, you will have the opportunity to engage with diverse stakeholders and contribute to impactful investment strategies, all while being supported by leaders who prioritise your professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Asset Allocation Investment Specialist in City of London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Legal And General Group, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Legal And General Group.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Legal And General Group.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Legal And General Group, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Asset Allocation Investment Specialist in City of London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Legal And General Group want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Legal And General Group.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Legal And General Group will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Legal And General Group. Numbers speak louder than words!
How to prepare for a job interview at Legal And General Group
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Legal And General Group want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withLegal And General Group.
