Investment Reporting Manager

Were recruiting for a Qualified Actuary or CFA to join our Investment Reporting Team as an Investment Reporting Manager.

Our Investment Reporting Team (IRT) are responsible for the asset cashflow projection and discount rate methodology & calculation under both IFRS and SII and sits within our Institutional Retirement Division.

As an Investment Reporting Manager you will own the production of IFRS and Solvency II reporting metrics focusing on the asset side of the balance sheet. You will also provide timely and high-quality deliverables analysis and commentary on results while managing stakeholder relationships and supporting other reporting activities. You will also be responsible for the direct line management of 1-2 junior member of IRT.

This is a hybrid working opportunity which means you can split your working week between your home and our Central London office to find a work/life balance that works for you.

What youll be doing:

• Producing IFRS IP and SII MA as well as ALM and sensitivity metrics including incorporating any supporting analysis and commentary and presenting & disseminating these results to stakeholders as required
• Taking accountability for the analysis of IFRS and SII investment variance & profit and loss attribution new business reporting ad-hoc stress and scenario testing model maintenance and developments PRA requests portfolio analysis / data requests new asset projection methodologies and ongoing methodology and assumptions reviews
• Building and maintaining effective relationships with stakeholders including but not limited to other teams in Institutional Retirement Finance Institutional Retirement Investments Group Finance and Auditors
• Owning the effective prioritisation and scheduling of activities required for business-as-usual reporting analysis process developments and allocating resources to meet ad hoc requests
• Leading managing and developing junior team members to maximise the performance of the team
• Supporting the strategic direction for the teams reporting systems processes and methodologies and take responsibility for reviewing process flows and wastage within models to identify opportunities for improvement in efficiency and effectiveness
• Owning the continual development implementation and maintenance of the teams reporting systems processes and methodologies ensuring that they are robust and that risks are assessed and appropriately controlled
• Ensuring that customers are treated fairly in line with Legal & Generals Customer Experience and TCF policies

Qualifications :

Who were looking for:

• Fully Qualified Actuary or CFA
• Strong understanding of IFRS and Solvency II reporting metrics
• Proficiency in asset modelling and cashflow projection with experience in VBA and R
• Strong analytical skills with the ability to review results for reasonableness
• Awareness of risk and regulatory requirements within the UK finance sector
• Experience of effective team management stakeholder management and mentoring
• Strong communication and stakeholder management skills with the ability to tailor messaging to suit the needs of the audience
• Ability to effectively review processes/systems and implement the required improvements

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
• 27 days holiday plus public holidays. 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 brand-new 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 part-time term-time 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 :

Full-time