Investment Reporting Specialist

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, and strive to build a better society, while improving the lives of our customers and creating 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, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

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 is an opportunity to combine 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. 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)
• We offer many discounts for our own products and at a range of high‑street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information

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.

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