Distribution Analyst

Distribution Analyst

Full-Time 40000 - 50000 £ / year (est.) Home office (partial)
Legal And General Group

At a Glance

  • Tasks: Lead CRM insights and manage sales pipelines to drive growth in Private Markets.
  • Company: Join Legal & General, a leading UK financial services group with a global impact.
  • Benefits: Enjoy competitive pay, generous holidays, healthcare, and an electric car scheme.
  • Other info: Flexible working options available in a supportive, inclusive culture.
  • Why this job: Make a real difference by turning data into actionable insights and improving client relationships.
  • Qualifications: Experience with Salesforce CRM and strong analytical skills are essential.

The predicted salary is between 40000 - 50000 £ per year.

<div><h2>Company Description</h2> <p>Legal & General (L&G) is a leading UK financial services group and major global investor.</p> <p><b>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.</b></p> <p>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.</p> <p>Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.</p> <h2>Who we are</h2> <p>We are one of Europe’s largest asset managers and a major global investor across public and private markets.</p> <p>Asset Management is a critical driver of our Group strategy.

The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns.</p> <p>Our investment philosophy and processes are focused on creating value over the long term.

We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.</p> <h2>Job Description</h2> <p>We’re looking for a Distribution Analyst to lead on CRM & insights to support the continued growth of our Private Markets business.

This role combines Salesforce ownership, sales pipeline management, client intelligence and commercial insights to help our distribution teams build stronger client relationships and identify new opportunities.</p> <p>Working closely with sales, client relationship, product and investment teams, you’ll play a key role in turning CRM data into actionable client and market insights, improving sales effectiveness and supporting strategic business growth.</p> <p>You’ll play a key role in turning data into actionable insights, managing sales pipelines, and enhancing how we engage with clients and consultants.

Alongside this, you’ll help drive efficiencies through improved processes and the use of emerging technologies, including AI.</p> <h2>What you’ll be doing</h2> <ul> <li>Acting as the subject matter expert for Salesforce within the Private Markets distribution team, driving best practice, data quality and user adoption</li> <li>Owning and managing the sales pipeline, ensuring opportunities, client activity and reporting remain accurate and meaningful</li> <li>Producing client, consultant and market insights that help shape distribution strategy and identify growth opportunities</li> <li>Developing Salesforce dashboards and reporting that provide actionable intelligence to sales and relationship teams</li> <li>Supporting client targeting, engagement planning and business development activity through CRM-driven insights</li> <li>Preparing briefing materials, client profiles and meeting packs for senior stakeholders and client-facing teams</li> <li>Partnering with Product, Investment and Distribution teams to improve how client and opportunity data is captured and utilised</li> <li>Identifying opportunities to automate reporting and enhance decision-making through digital tools and AI-enabled solutions</li> </ul> <h2>Who we’re looking for</h2> <ul> <li>Experience working with Salesforce CRM in a sales, distribution, client strategy or commercial insights environment</li> <li>Strong understanding of sales pipelines, opportunity management and CRM reporting</li> <li>Experience generating client, consultant or market insights that support business development activity</li> <li>Ability to translate data into practical recommendations for sales and relationship management teams </li><li>Understanding of institutional investment management, private markets or broader financial services</li> <li>Strong stakeholder management skills with experience supporting senior sales or client-facing professionals</li> <li>Highly organised, with the ability to manage multiple workstreams and priorities simultaneously</li> <li>Interest in improving processes, leveraging technology and adopting AI-enabled ways of working</li> </ul> <h2>Benefits</h2> <ul> <li>The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes</li> <li>Generous pension contribution</li> <li>Life assurance</li> <li>Healthcare Plan (permanent employees only)</li> <li>At least 25 days holiday, plus public holidays, 26 days after 2 years’ service.

There’s also the option to buy and sell holiday</li> <li>Competitive family leave</li> <li>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)</li> <li>There are many discounts we offer – both for our own products and at a range of high street stores and online</li> <li>We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience</li> </ul> <h2>Additional Information</h2> <p>At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.</p> <p>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.</p> <p>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.</p> <p>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.</p></div> #J-18808-Ljbffr

Distribution Analyst employer: Legal And General Group

Legal & General (L&G) is an exceptional employer, offering a dynamic work environment that fosters collaboration and innovation. With a strong commitment to employee growth, L&G provides numerous benefits including a competitive pension scheme, healthcare plans, and flexible working options, all within a culture that values diversity and inclusion. Located in the UK, employees can enjoy modern, sustainable offices designed to enhance the workplace experience while contributing to a net-zero carbon future.

Legal And General Group

Contact Details:

Legal And General Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Distribution Analyst

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Legal And General Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Distribution Analyst

Salesforce CRM
Sales Pipeline Management
Client Intelligence
Commercial Insights
Data Analysis
CRM Reporting
Stakeholder Management

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Legal And General Group.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Legal And General Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Legal And General Group

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Legal And General Group.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Legal And General Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Legal And General Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.