Investment Reporting Specialist

Join one of Europes largest asset managers and play a key role in delivering exceptional client reporting services. As an Investment Reporting Specialist youll 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 youll 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 LGIMs 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 :

Who were looking for:

• 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

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 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