Investments Middle Office Analyst
Investments Middle Office Analyst

Investments Middle Office Analyst

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team to enhance investment performance and drive process improvements.
  • Company: Legal & General, a leading UK financial services group with a global impact.
  • Benefits: Competitive salary, performance bonuses, generous holiday, and healthcare plans.
  • Why this job: Be at the heart of investment operations and make a real difference.
  • Qualifications: Degree-level education and strong background in investment reporting required.
  • Other info: Flexible working options and a culture that values diversity and collaboration.

The predicted salary is between 36000 - 60000 £ per year.

Join our Institutional Retirement Investments Middle Office team and play a key role in delivering high-quality investment performance, portfolio analytics, and risk management insights. This is an exciting opportunity to work at the heart of our operations, supporting strategic decision-making and driving process improvements across a dynamic investment environment.

What you’ll be doing:

  • Producing portfolio MI reporting for senior stakeholders across Investments and Risk
  • Managing and validating data while supporting the development of asset data models
  • Running operational processes to enhance front office decision-making
  • Implementing new reporting and data workflow technologies to improve efficiency
  • Contributing to the optimisation of our product-led operating model
  • Providing cross-coverage for critical reporting and operational activities
  • Engaging stakeholders and testing changes to ensure positive customer outcomes
  • Supporting continuous improvement initiatives across systems and processes

Qualifications:

  • Degree-level education or equivalent experience
  • Strong background in middle office or investment MI reporting roles
  • Good understanding of financial services and investment asset classes, especially Fixed Income or Private Assets
  • Advanced Excel skills (including macros/VBA) and familiarity with data analytics tools
  • Experience in process improvement and data automation
  • Ability to analyse large data sets and maintain high accuracy standards
  • Excellent organisational and communication skills with a proactive approach
  • Creative problem-solver with a strong sense of 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, with the option to buy and sell holiday
  • Competitive family leave
  • Participation 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)
  • 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 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 Analyst employer: Legal & General

Legal & General is an exceptional employer, offering a dynamic work environment where employees can thrive in their careers while contributing to meaningful financial solutions. With a strong focus on employee wellbeing, generous benefits including performance-related bonuses, and a commitment to flexible working arrangements, L&G fosters a culture of inclusivity and collaboration. Join us to be part of a team that values your growth and empowers you to make a positive impact in the financial services sector.
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Contact Detail:

Legal & General Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investments Middle Office 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 might just set you apart from other candidates.

✨Tip Number 2

Prepare for the interview by brushing up on your knowledge of financial services and investment asset classes. Show us you know your stuff, especially about Fixed Income or Private Assets, and how they relate to the role.

✨Tip Number 3

Practice your Excel skills! Since advanced Excel is a must-have for this role, make sure you're comfortable with macros and VBA. We want to see you shine when it comes to data analytics.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.

We think you need these skills to ace Investments Middle Office Analyst

Portfolio MI Reporting
Data Validation
Asset Data Models Development
Operational Process Management
Reporting Technologies Implementation
Product-led Operating Model Optimisation
Stakeholder Engagement
Data Analysis
Advanced Excel Skills
Macros/VBA Proficiency
Data Analytics Tools Familiarity
Process Improvement
Data Automation
Organisational Skills
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investments Middle Office Analyst role. Highlight your experience in middle office or investment MI reporting, and don’t forget to showcase those advanced Excel skills! 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 explain why you're passionate about the role and how your background aligns with our mission at Legal & General. Be genuine and let your personality come through – we love a good story!

Showcase Your Analytical Skills: Since this role involves analysing large data sets, make sure to highlight any relevant experience you have with data analytics tools. We’re looking for creative problem-solvers, so share examples of how you've improved processes or enhanced decision-making in previous roles.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!

How to prepare for a job interview at Legal & General

✨Know Your Numbers

As an Investments Middle Office Analyst, you'll be dealing with a lot of data. Brush up on your financial metrics and portfolio MI reporting. Be ready to discuss how you've used data analytics tools in the past, especially with Excel macros or VBA.

✨Understand the Business

Familiarise yourself with Legal & General's operations and their approach to investment asset classes, particularly Fixed Income and Private Assets. Showing that you understand their business model will impress your interviewers and demonstrate your genuine interest in the role.

✨Showcase Your Problem-Solving Skills

Prepare examples of how you've contributed to process improvements or data automation in previous roles. Highlight your creative problem-solving abilities and how they can benefit the team at L&G. They value accountability and attention to detail, so make sure to emphasise these traits.

✨Engage with Stakeholders

Since the role involves engaging with senior stakeholders, practice articulating your thoughts clearly and confidently. Think of scenarios where you've successfully communicated complex information to non-technical audiences, as this will showcase your organisational and communication skills.

Investments Middle Office Analyst
Legal & General

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