Index & ETF Investment Specialist – Technology & Automation

Index & ETF Investment Specialist – Technology & Automation

Full-Time 55000 - 65000 £ / year (est.) Home office (partial)
Legal And General Group

At a Glance

  • Tasks: Develop and enhance tools for business development and automate key processes.
  • Company: Join a forward-thinking company focused on sustainability and inclusivity.
  • Benefits: Enjoy competitive pay, bonuses, generous holiday, and health benefits.
  • Other info: Flexible working options available to support your lifestyle.
  • Why this job: Make a real impact in the finance world while growing your skills.
  • Qualifications: Strong Python skills and a passion for financial markets are essential.

The predicted salary is between 55000 - 65000 £ per year.

We are recruiting for an Index & ETF Investment Specialist to play a hybrid role, deeply technical in nature, yet firmly embedded within the commercial engine of L&G. This role will support the development and enhancement of in‑house business development and sales‑enablement tools that help automate and industrialise the production of decks, competitor analysis, market insights and other high‑impact materials across the full Index and ETF range. Alongside this, the role will increasingly contribute to pipeline generation, commercial activity, and business growth in partnership with Distribution and other client‑facing teams. The role will work closely with Portfolio Management, Distribution, Marketing, Product and Compliance. The role will make a visible impact on product research, positioning, and the commercial success of the Index & ETF franchise. This varied role will utilise strong programming skills, automating processes, solving problems, and building internal relationships to actively contribute to the commercial growth of the business.

What you’ll be doing:

  • Developing and enhancing in-house business development and sales‑enablement tools that support distribution and investments
  • Automating processes and proactively solving issues for internal stakeholders
  • Analysing and attributing portfolio performance
  • Automating analyses of portfolio breakdowns, index construction, index changes, and portfolio transitions
  • Automating the production of regular fund holding, attribution, and risk reports
  • Participating in ad-hoc quantitative and qualitative research, and preparing materials for investment reports and product positioning
  • Supporting Distribution and Investment Specialists with client servicing, including responding to client requests, preparing materials for client and consultant presentations, and contributing to new business pitches
  • Over time, taking on a more externally-facing support role, helping to generate pipeline, supporting sales conversations, and contributing to new business development across the Index & ETF platform
  • Acting as an embedded technical partner to Distribution, ensuring the team can scale its commercial activity with high‑quality, data‑driven materials and insights

Who we’re looking for:

  • Proven knowledge of Python including its libraries such as pandas and NumPy
  • Understanding of financial markets, with a genuine interest in developing expertise within the Index and ETF ecosystem
  • Broad understanding of asset classes, with a focus on index strategies preferred
  • Demonstrating strong programming capability, including Python and VBA, with the ability to build new functionality and debug complex issues across the Microsoft stack
  • Utilising development tools and frameworks, including GitHub for version control and pipelines, with exposure to Flask, JavaScript and HTML/CSS advantageous
  • Applying financial and investment knowledge, with experience in investment management, index strategies or benchmarks strongly preferred
  • Developing and enhancing processes to improve efficiency and support client requests, using creative problem‑solving to design effective solutions
  • Communicating and collaborating effectively with Distribution and commercial teams, while proactively managing multiple priorities in a high‑pressure environment

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 many discounts we offer – both for our own products and at a range of high street stores and online
  • 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

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.

Index & ETF Investment Specialist – Technology & Automation employer: Legal And General Group

L&G is an exceptional employer, offering a dynamic work environment where innovation meets collaboration. As an Index & ETF Investment Specialist, you'll benefit from a culture that prioritises employee growth, with access to performance-related bonuses, generous holiday allowances, and a commitment to sustainability. Our inclusive workplace fosters diverse perspectives, empowering you to make a meaningful impact while enjoying flexible working options tailored to your needs.

Legal And General Group

Contact Details:

Legal And General Group Recruitment Team

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We think you need these skills to ace Index & ETF Investment Specialist – Technology & Automation

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pandas
NumPy
VBA
Financial Markets Knowledge
Index Strategies
Asset Classes Understanding

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