Investment Reporting Specialist

We’re looking for an Investment Reporting Specialist to join Legal & General – a leading UK financial services group and major global investor. Legal & General (L&G) is one of the world’s largest asset managers, providing powerful asset origination capabilities across pension risk transfer, life insurance, and workplace pensions.

Join one of Europe’s largest asset managers and play a key role in delivering exceptional client reporting services. As an Investment Reporting Specialist, you’ll work within our Client Reporting Group, part of Global Client Services Operations, ensuring accurate and timely reporting for a diverse global client base. This role combines technical expertise with client‑focused service, helping shape solutions that enhance the client experience.

What you’ll be doing:

• Managing end‑to‑end production and delivery of daily, weekly, monthly and quarterly client reports
• Overseeing collation and timely delivery of data to clients within SLA and regulatory guidelines
• Demonstrating strong investment management knowledge and understanding of LGIM’s products and mandates
• Working with large and complex data structures to support bespoke reporting requirements
• Representing client reporting internally and externally, partnering with relationship teams and client service solutions
• Attending client review calls and onboarding meetings, capturing requirements and providing reporting expertise
• Collaborating with internal teams to define scalable processes and enhance client experience
• Project‑managing ad‑hoc queries, data requests and client change through to completion

Qualifications:

• Strong experience working with large data sets, ideally within investment management
• Ability to question the status quo and solve complex problems independently
• Proven stakeholder management skills, building relationships at all levels
• Exceptional attention to detail with high levels of accuracy and thoroughness
• Proficient IT skills, especially MS Excel and PowerPoint (knowledge of VBA, Python, Power BI and SQL advantageous)
• Excellent written and verbal communication skills
• Experience acting as a subject‑matter expert and supporting management when required
• A proactive mindset with a focus on delivering client‑centric solutions

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 (option to buy and sell holiday)
• Competitive family leave
• Electric car scheme – hire a brand‑new electric car through a tax‑efficient salary sacrifice (permanent employees only)
• Various discounts on our own products and at a range of high‑street stores and online
• Well‑designed workspaces that support wellbeing and collaboration

At L&G, we believe it’s possible to generate positive returns today while building a better future for all. If you join us, you’ll be part of an inclusive culture with opportunities to collaborate across diverse backgrounds, supported by leaders who care about your growth. We support flexible working, including part‑time, term‑time and job shares where demand allows. It doesn’t matter if you don’t meet every single criterion; think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

Job Details:

• Seniority level: Not Applicable
• Employment type: Full‑time
• Job function: Finance