Reporting and Valuation Team Manager
Reporting and Valuation Team Manager
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Job Description
Are you ready to lead a highperforming team and drive excellence in investment reporting and valuations Were looking for a dynamic and experienced professional to join our Cardiffbased team. This is a fantastic opportunity to make a real impact by shaping processes enhancing client service and ensuring regulatory compliance across a diverse portfolio of investment products.
What youll be doing:
- Leading and coaching a team to deliver accurate valuations and client reports
- Overseeing the valuation of complex financial instruments and ensuring compliance with policies
- Managing relationships with internal teams custodians and external valuation agents
- Driving process improvements and automation to enhance operational efficiency
- Collaborating with technology teams to improve reporting systems and data governance
- Ensuring timely and accurate delivery of client reports and regulatory disclosures
- Supporting audit processes and contributing to strategic reporting initiatives
- Promoting a culture of continuous improvement quality and risk mitigation
Qualifications :
Who were looking for:
- Proven experience in investment reporting valuations or fund accounting
- Strong leadership skills with a track record of developing and mentoring teams
- Excellent understanding of financial instruments including fixed income and derivatives
- Familiarity with fund structures such as QIAIF SICAV ICAV and ETFs
- Strong analytical and problemsolving abilities with attention to detail
- Effective communicator with experience managing stakeholder relationships
- Knowledge of regulatory frameworks such as UCITS MiFID II and PPF
- Proficiency in Excel and reporting tools like Bloomberg FactSet or Power BI
Whatever your role we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:
- 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. Theres 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 brandnew electric car through tax efficient salary sacrifice (permanent employees only)
- There are the many discounts we offer both 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 its possible to generate positive returns today while helping to build a better future for all.
If you join us youll 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 parttime termtime and job shares. Although some roles have limited flexibility due to customer demand we accommodate requests when we can.
It doesnt matter if you dont 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.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
