Index & ETF Investment Specialist – Technology & Automation
- Full-time
- Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US)
- L&G Business Unit: Legal & General Investment Management
- L&G sub Business Unit: LGIM
- Primary Location: London, One Coleman Street
- Job Family: Investments
What you’ll be doing
- Developing and enhancing in‑house business development and sales‑enablement tools that support distribution and investments
- Automating processes and proactively solving issues for internal stakeholders
- Analysing and attributing portfolio performance
- Automating analyses of portfolio breakdowns, index construction, index changes, and portfolio transitions
- Automating the production of regular fund holding, attribution, and risk reports
- Participating in ad‑hoc quantitative and qualitative research, and preparing materials for investment reports and product positioning
- Supporting Distribution and Investment Specialists with client servicing, including responding to client requests, preparing materials for client and consultant presentations, and contributing to new business pitches
- Over time, taking on a more externally‑facing support role, helping to generate pipeline, supporting sales conversations, and contributing to new business development across the Index & ETF platform
- Acting as an embedded technical partner to Distribution, ensuring the team can scale its commercial activity with high‑quality, data‑driven materials and insights
Who we’re looking for
- Proven knowledge of Python including its libraries such as pandas and NumPy
- Understanding of financial markets, with a genuine interest in developing expertise within the Index and ETF ecosystem
- Broad understanding of asset classes, with a focus on index strategies preferred
- Demonstrating strong programming capability, including Python and VBA, with the ability to build new functionality and debug complex issues across the Microsoft stack
- Applying financial and investment knowledge, with experience in investment management, index strategies or benchmarks strongly preferred
- Developing and enhancing processes to improve efficiency and support client requests, using creative problem‑solving to design effective solutions
- Communicating and collaborating effectively with Distribution and commercial teams, while proactively managing multiple priorities in a high‑pressure environment
Benefits
- The opportunity to participate in our annual, performance‑related bonus plan and valuable share schemes
- 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 many discounts we offer – both for our own products and at a range of high street stores and online
- We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience
StudySmarter Expert Advice🤫
We think this is how you could land Index & ETF Investment Specialist – Technology & Automation in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to LegalAndGeneral.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on LegalAndGeneral's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at LegalAndGeneral
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with LegalAndGeneral.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at LegalAndGeneral will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former LegalAndGeneral employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
