Client & Fund Reporting Analyst - Cardiff

Legal & General (L&G) is a leading UK financial services group and major global investor, providing powerful asset origination capabilities across public and private markets. Join our Client Reporting team within Legal & General’s Asset Management division, where we deliver high‑quality reporting services across global mandates. This role is integral to providing exceptional client service and ensuring accurate, timely reporting that supports our diverse investment capabilities. If you’re detail-oriented, proactive, and passionate about delivering excellence, we’d love to hear from you.

What you’ll be doing:

• Managing end‑to‑end production and delivery of daily, weekly, monthly and quarterly client reports
• Collating and delivering accurate data and factsheets to clients, consultants and third parties
• Producing reporting outputs for a wide range of investment vehicles and platforms
• Learning and applying systems, processes and controls to maintain data accuracy and timeliness
• Coordinating with internal teams and external stakeholders to resolve queries and deliver client changes
• Monitoring competitor activity and regulatory requirements across multiple regions
• Updating and reviewing procedures, controls and documentation to mitigate risk
• Supporting team flexibility by sharing knowledge and upskilling colleagues

Qualifications:

• Experience in asset management or a related financial services environment
• Strong understanding of investment vehicles and strategies
• Proven ability to produce accurate reporting outputs for internal and external stakeholders
• Excellent relationship‑building skills with stakeholders at all levels
• High attention to detail and strong organisational skills
• Proficiency in MS Excel and other relevant IT tools
• Strong communication skills, both written and verbal
• Degree‑level education or equivalent experience

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
• Participation in our electric car scheme, offering employees the option to hire a brand‑new electric car through tax‑efficient salary sacrifice (permanent employees only)
• Many discounts on our own products and at a range of high‑street stores and online
• Modern, collaborative workspaces designed with wellbeing in mind (as of 2023)

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.