Manager, Client Performance & Reporting, L&G Asset Management, America
Chicago, IL - USA
Job Summary
The L&G Performance and Reporting team is responsible for delivering marketleading client reporting and performance solutions across the firms suite of investment offerings. This mandate includes client reporting and performance attribution supporting both external clients and internal investment management teams.
The team partners closely with Client Solutions Portfolio Management Marketing Operations and Technology to deliver highquality scalable and timely reporting outcomes. A continued focus on modernization automation and operational excellence is central to supporting L&Gs objective of providing a superior and consistent client experience.
Role Description
The Manager of Client Performance and Reporting will be responsible for overseeing the delivery and ongoing evolution of reporting and performance services provided to internal and external clients across LGIMAs credit index and LDI investment strategies.
This role will play a key leadership position in driving change initiatives with a strong focus on embracing technology automation and process enhancement to improve scalability efficiency and control. The Manager will oversee daytoday delivery while also shaping the future state of reporting and performance capabilities.
The position includes accountability for engagement with thirdparty performance and reporting platforms strengthening governance and processes around these systems and leading initiatives to streamline and automate workflows where possible. The Manager will also own the relationship with L&G London counterparts ensuring alignment effective collaboration and consistency across regions.
- Oversee the delivery of client reporting performance measurement and attribution across the firm ensuring accuracy timeliness and consistency.
- Lead mentor and develop team members fostering a culture of accountability continuous improvement and operational excellence.
- Contribute to the strategic direction and longterm growth of the Client Reporting and Performance function with a focus on modernization and scalability.
- Manage and deliver change initiatives and project work including sideofdesk projects in partnership with Technology and other stakeholders.
- Own and maintain the relationship with L&Gs LGIM London counterparts ensuring strong collaboration alignment of standards and effective crossregional delivery.
- Partner closely with Investment teams Client teams Marketing Operations Technology and Compliance to enhance reporting quality system reliability automation and overall operational scalability.
Qualifications :
- Undergraduate degree in a quantitative discipline such as Finance Economics Computer Science Statistics or Engineering; advanced degree in a financial field and/or CFA preferred.
- Strong mindset focused on improving efficiency through process optimization standardization and automation.
- Excellent quantitative reasoning problemsolving skills and a high attention to detail with a strong focus on accuracy and quality.
- 8 years of relevant industry experience including at least 2 years in a people management or team leadership role.
- Solid understanding of capital markets and the investment management industry experience in fixed income preferable.
- Strong understanding of performance measurement methodologies and attribution models.
- Proven experience with performance calculations across asset classes and strategies.
- Familiarity with client reporting delivery within an investment management organization.
- Intellectually curious and intuitive with the ability to challenge existing processes and drive continuous improvement.
- Demonstrated organizational and project management skills with the ability to manage multiple priorities and complex initiatives concurrently.
- Selfconfident leader capable of operating independently while also collaborating effectively within a team environment.
- Excellent written and verbal communication skills with the ability to engage effectively with senior management and global stakeholders.
- Highly proactive and clientfocused with a strong commitment to meeting internal and external deliverables and deadlines.
- Strong individual initiative with a demonstrated ability to take ownership and drive work forward.
- Flexible and adaptable with the ability to thrive in a changing and growing organization.
- Experience with market data and portfolio tools such as Bloomberg and FactSet.
- Experience with SQL VBA or other programming languages is a plus.
Additional Information :
$100000 - $130000
The starting salary offer will vary based on multiple factors including but not limited to the applicants education job-related experience skills and abilities geographic location and market factors. This position is also eligible to participate in the companys annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA short term disability long term disability dental insurance vision care life insurance Healthcare Dependent and Limited Care Flexible Spending Accounts 401K vacation sick time an employee assistance program and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury critical illness and hospital indemnity insurance and pet insurance.
EOE Statement
As an EOE employer L&G Asset Management America will extend equal opportunity to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity ancestry national origin age disability medical condition genetic information marital status pregnancy military status and/or any other characteristic protected under applicable federal state or local laws governing non-discrimination in employment. (2025)
Remote Work :
No
Employment Type :
Full-time
About Company
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 th ... View more