Were looking for an experienced IMO Senior Analyst to join our Institutional Retirement Investments Middle Office this role youll provide oversight and deliver high-quality investment performance reporting portfolio analytics and risk management insights. Youll play a key part in shaping operational processes driving data innovation and supporting strategic decision-making across a diverse investment landscape.
What youll be doing:
- Producing and overseeing portfolio MI reporting for senior stakeholders
- Managing and validating data while developing asset data models
- Leading operational process design and transition to support front office
- Implementing new reporting and workflow technologies to improve efficiency
- Representing the team in working groups and forums to optimise processes
- Coordinating coverage of BAU tasks and mitigating key person risk
- Supporting onboarding of new reporting requirements and asset classes
- Engaging stakeholders and testing changes to ensure positive customer outcomes
Qualifications :
Who were looking for:
- Degree-level education or equivalent experience
- Significant experience in finance or operations within financial services
- Strong understanding of investment products processes and trade lifecycle
- Advanced Excel skills (including VBA) and experience with SQL/Python
- Familiarity with BI tools such as Power BI and data platforms like Snowflake
- Proven ability to deliver process improvements and technical reporting solutions
- Excellent organisational and communication skills with a proactive approach
- Creative problem-solver with strong accountability and attention to detail
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
Were looking for an experienced IMO Senior Analyst to join our Institutional Retirement Investments Middle Office this role youll provide oversight and deliver high-quality investment performance reporting portfolio analytics and risk management insights. Youll play a key part in shaping operationa...
Were looking for an experienced IMO Senior Analyst to join our Institutional Retirement Investments Middle Office this role youll provide oversight and deliver high-quality investment performance reporting portfolio analytics and risk management insights. Youll play a key part in shaping operational processes driving data innovation and supporting strategic decision-making across a diverse investment landscape.
What youll be doing:
- Producing and overseeing portfolio MI reporting for senior stakeholders
- Managing and validating data while developing asset data models
- Leading operational process design and transition to support front office
- Implementing new reporting and workflow technologies to improve efficiency
- Representing the team in working groups and forums to optimise processes
- Coordinating coverage of BAU tasks and mitigating key person risk
- Supporting onboarding of new reporting requirements and asset classes
- Engaging stakeholders and testing changes to ensure positive customer outcomes
Qualifications :
Who were looking for:
- Degree-level education or equivalent experience
- Significant experience in finance or operations within financial services
- Strong understanding of investment products processes and trade lifecycle
- Advanced Excel skills (including VBA) and experience with SQL/Python
- Familiarity with BI tools such as Power BI and data platforms like Snowflake
- Proven ability to deliver process improvements and technical reporting solutions
- Excellent organisational and communication skills with a proactive approach
- Creative problem-solver with strong accountability and attention to detail
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
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