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For Companies At a Glance
- Tasks: Collaborate on investment strategies and create engaging content for clients and stakeholders.
- Company: Join Legal & General, a leader in asset management with a focus on innovation.
- Benefits: Enjoy competitive pay, generous holidays, healthcare, and an electric car scheme.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: Experience in asset management and strong communication skills are essential.
- Other info: Flexible working options available to suit your lifestyle.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Asset Allocation Investment Specialist role at Legal & General (L&G).
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.
Seniority level
- Not Applicable
Employment type
- Full-time
Job function
- Finance
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Asset Allocation Investment Specialist employer: Legal & General
Contact Detail:
Legal & General Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Asset Allocation Investment Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset management world, especially those who know L&G. A friendly chat can sometimes lead to insider info or even a referral, which can give you a leg up in the hiring process.
✨Tip Number 2
Prepare for interviews by diving deep into L&G’s DC strategies. Understand their products and be ready to discuss how your skills can enhance their messaging and client engagement. Show them you’re not just another candidate, but someone who truly gets what they do.
✨Tip Number 3
Practice your pitch! You’ll need to articulate complex investment ideas clearly, so rehearse explaining your past experiences and how they relate to the role. Keep it concise and engaging – think of it as telling a story that highlights your strengths.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team at L&G and are keen to be part of their mission.
We think you need these skills to ace Asset Allocation Investment Specialist
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Asset Allocation Investment Specialist role. Highlight your experience in asset management and how it relates to the DC strategies we focus on at L&G.
Showcase Your Communication Skills: Since this role involves translating complex investment ideas into clear language, give examples of how you've done this in the past. Use your written application to demonstrate your strong communication skills right from the start!
Be Detail-Oriented: Attention to detail is key in our industry. Ensure your application is free from typos and errors, and that all information is accurate. This reflects your ability to maintain quality in your work, which is crucial for the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people and shows your enthusiasm for joining our team at L&G!
How to prepare for a job interview at Legal & General
✨Know Your Numbers
As an Asset Allocation Investment Specialist, you'll need to be numerate and analytical. Brush up on your financial metrics and be ready to discuss how you interpret data. Familiarise yourself with key performance indicators related to Defined Contribution pensions and multi-asset investing.
✨Master the Messaging
You'll be supporting the creation of investment content, so practice articulating complex investment ideas in a clear, client-friendly manner. Prepare examples of how you've successfully communicated investment strategies or fund performance in the past.
✨Showcase Your Collaboration Skills
This role involves working closely with various teams. Think of instances where you've collaborated effectively with others, whether it's fund managers or marketing teams. Be ready to share how you contributed to successful projects and maintained quality deliverables.
✨Embrace Technology
With a growth mindset being essential, highlight your willingness to embrace new technologies. If you have experience with Python or MS Copilot, make sure to mention it. Discuss how you've used technology to improve processes or enhance team efficiency in previous roles.
