Client Reporting Analyst

We are recruiting for a Client Reporting Analyst to join our Client Reporting team and play a key role in delivering high-quality reporting and insights to some of our most important clients and consultants. Youll develop a strong understanding of our data systems and investment mandates while taking ownership of the end-to-end delivery of accurate and timely client reporting.

This is a highly collaborative role that combines client interaction analytical problem-solving and operational excellence with responsibility for a broad range of deliverables including quarterly investment reports audit and LDI reporting platform reporting regular reporting activities and ad hoc client requests.

What youll be doing

• Overseeing the collation and timely delivery of client and consultant data ensuring services are delivered within agreed service levels and in line with relevant regulatory requirements and industry standards
• Applying investment management knowledge and maintaining an understanding of products clients competitors and the wider market to support high-quality client outcomes
• Collaborating with subject matter experts across the business to coordinate and deliver ad hoc queries and data requests managing activities through to completion in line with client expectations
• Promoting a robust control environment by documenting processes and controls ensuring the accuracy quality and timeliness of client deliverables while mitigating operational risk
• Supporting team flexibility and capability development by sharing knowledge cross-training colleagues and enhancing skills to meet the needs of the wider Client Service Operations network
• Reviewing maintaining and improving procedures controls and processes updating documentation and completing control and error logs as required while prioritising clients best interests and effective risk management

Who were looking for:

• Good academic background preferably degree qualified
• An understanding of the investment management industry 
• Significant attention to detail and able to demonstrate high levels of accuracy and thoroughness
• Prior experience in the production of reports (not necessarily in the finance/investment industry) is preferrable but not essential
• Strong workflow management experience
• Proficient IT skills primarily with MS Excel and PowerPoint
• Excellent written and verbal communication skills
• Proactive and proven to work on your own initiative

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 many discounts we offer both for our own products and at a range of high street stores and online
• Were creating netzero carbon workplaces by 2030 by investing in our sustainable modern offices across the UK all designed to bring people together and elevate the inperson experience

#LI-CM1

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 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