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For Companies At a Glance
- Tasks: Oversee investment performance reporting and drive data innovation in a dynamic team.
- Company: Join Legal & General, a leading UK financial services group with a global impact.
- Benefits: Enjoy competitive salary, generous holiday, healthcare, and flexible working options.
- Other info: Be part of an inclusive culture that values diverse backgrounds and career development.
- Why this job: Shape operational processes and make a real difference in investment management.
- Qualifications: Degree-level education and experience in finance or operations required.
The predicted salary is between 55000 - 65000 £ 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 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 classes
- Engaging 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
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. 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.
Investments Middle Office - Senior Analyst employer: Legal And General Group
Contact Detail:
Legal And General Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investments Middle Office - Senior Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at Legal & General. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to investments and risk management. We recommend using the STAR method to structure your answers – it helps you showcase your experience effectively!
✨Tip Number 3
Show off your skills! If you’ve got advanced Excel or coding skills, be ready to demonstrate them. Maybe even bring a portfolio of your work to the interview to impress the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Legal & General.
We think you need these skills to ace Investments Middle Office - Senior Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Investments Middle Office role. Highlight your finance background, advanced Excel skills, and any experience with SQL or Python. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your previous experiences have prepared you for it. Be sure to mention your understanding of investment products and processes, as this will resonate with us.
Showcase Your Problem-Solving Skills: In your application, don’t shy away from sharing examples of how you've tackled challenges in the past. We love creative problem-solvers who can deliver process improvements and technical reporting solutions, so let us know how you've done this before!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values!
How to prepare for a job interview at Legal And General Group
✨Know Your Numbers
As a Senior Analyst, you'll be dealing with complex data and investment performance reporting. Brush up on your financial metrics and be ready to discuss how you've used data to drive decision-making in previous roles. This shows you understand the importance of numbers in the investment landscape.
✨Showcase Your Tech Skills
With advanced Excel skills and familiarity with SQL/Python being crucial, make sure to highlight any relevant projects or experiences where you've implemented these tools. Be prepared to discuss how you've used BI tools like Power BI to enhance reporting efficiency.
✨Demonstrate Process Improvement Experience
L&G values innovation in operational processes. Think of specific examples where you've successfully improved processes or implemented new technologies. Discuss the impact of these changes on efficiency and stakeholder satisfaction to show your proactive approach.
✨Engage with Stakeholders
Communication is key in this role. Prepare to talk about how you've engaged with various stakeholders in the past, especially in testing changes or onboarding new requirements. Highlight your ability to ensure positive outcomes for customers through effective collaboration.