Investment Reporting Analyst

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, striving to build a better society, improve the lives of our customers, and create 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, UK and US life insurance, and UK workplace pensions and retirement income. Our global asset management business delivers complex, responsible investment solutions across public and private markets.

We’re recruiting for an Investment Reporting Analyst to join our Client focused reporting team, responsible for interacting with clients and client teams to create bespoke reports. You will be a key subject matter expert discussing the client’s reporting requirements related to their investment strategy. This role sits within a 12‑month fixed‑term contract.

What you’ll be doing:

• Owning and managing the end‑to‑end production and timely delivery of accurate daily, weekly, monthly and quarterly client reporting, including investment reports, regulatory reporting, ad‑hoc requests, and routine reporting tasks.
• Overseeing and owning the collation and timely delivery of client data, ensuring adherence to SLA/IMA agreements, regulatory requirements and industry standards.
• Solving client requirements by collaborating with relationship teams, product specialists and investment support functions to define scalable processes and enhance the client experience.
• Demonstrating strong investment management technical knowledge and a detailed understanding of L&G Asset Management’s products, brand, competitors, clients, decision‑making processes and long‑term objectives.
• Transforming and manipulating large, complex data sets to support bespoke client requirements.
• Representing client reporting and service capabilities internally and externally, partnering with Client Service Solutions and relationship teams to align with client strategy and deliver tailored solutions.
• Attending and contributing to client review calls and onboarding meetings, addressing reporting and strategy queries while capturing requirements and showcasing client‑focused expertise.
• Project managing ad‑hoc queries, data requests and client changes in collaboration with business stakeholders, ensuring delivery aligns with client expectations.

Who we’re looking for:

• Strong experience working with large data sets, preferably from an investment management background but not essential.
• A desire to question the status quo and work on your own initiative, showing good investigative skills and strong problem‑solving ability when complex queries arise.
• Good experience in managing external and internal stakeholders, building significant relationships with contacts up to and including senior levels.
• Significant attention to detail and ability to demonstrate high levels of accuracy and thoroughness.
• Proficient IT skills, primarily with MS Excel and PowerPoint (VBA, Python, Power BI and SQL plus but not essential).
• Excellent written and verbal communication skills.

Benefits:

• 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; 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.
• We’re creating net‑zero carbon workplaces by 2030, investing in sustainable, modern offices across the UK.

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, you’re empowered through initiatives that support career development and excellence. 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.