Working as part of LGIM’s Client Reporting Team, the ideal candidate would be responsible for providing an efficient and effective reporting service to our internal and external clients.  The candidate will take ownership of  regulatory report production and delivery of various data provisions for an allocation of institutional of institutional (DB and DC) and Unit Trust clients

• Working as part of LGIM’s Client Reporting Team, the ideal candidate would be responsible for providing an efficient and effective reporting service to our internal and external clients.  The candidate will take ownership of  regulatory report production and delivery of various data provisions for an allocation of institutional of institutional (DB and DC) and Unit Trust clients
• Provide an exceptional level of relationship and reporting support to pooled Institutional and Unit Trust clients. Acting  as the first port of call for all escalated enquiries Client Reporting Manager whilst maintaining excellent working relations with internal key business areas at all times
• Manage end to end production and delivery processes within pre-set deadlines for your allocation of client reports providing wider service assistance as required by the team
• Own and co-ordinate the successful resolution of client enquiries from start to finish, liaising and utilising expertise from around the business in order to meet deadlines
• Provide high level technical support, demonstrating an understanding of a pooled product range such as Equities, Fixed Income, Property, Multi Asset and Cash. Having an understanding of client benchmarks and concepts such as Liability Driven Investments and familiarity of DC Platforms. Be able to answer complex queries as well as identify business opportunities and threats
• Indentify and follow up on process inefficiency, and technical development of peers opportunities with the intention of enhancing client service
• Attend fund manager, product briefings and conference calls where required and take sole responsibility for projects, client reporting changes and operational meetings when opportunities arise
• Demonstrate a high level of technical knowledge in areas such as LGIM products, brand, services and competitors in the market. Develop and maintain knowledge of the current investment market, economic issues and LGIM’s views, enabling you to discuss solutions with clients and consultants
• Prepare both regulatory and complex client reports, audit packs  and data provision to clients, administrators and consultants using your knowledge of  internal systems and our product range
• Proactively work with areas of expertise around the business to project manage ad-hoc queries, data requests and client change, through to completion and in line with client expectations
• Produce and check audit information legal documentation, reports and client specific data relevant to the clients investment strategy
• Proactively research and understand the strategy of our competitors, their market direction and the impact this has on our business
• Continually seek areas of improvement, identifying and implementing efficiencies as well as taking an active role in projects that will benefit both clients and the business

Academic Qualifications

Strong academic background

Degree qualified (preferably 2.1) or equivalent

Technical/Professional Quals

IMC - (preferably)

Experience

Experience within the investment management industry including providing an exceptional level of client service, Fund accounting, Regulations and client reporting  

Demonstrable track record of dealing with external clients and building significant relationships with external contacts up to and including senior levels

Training and presenting

Working within the pensions industry

Institutional (DB & DC) and Unit Trust client experience

Specialist knowledge/skills

Excellent overall investment knowledge including an understanding of the different investment vehicle options

Excellent interpersonal skills

Excellent negotiation skills

Excellent written and verbal communication skills

Detailed knowledge of current investment, market and economic issues

Excellent facilitation and meeting skills, being able to discuss complex/technical concepts

Excellent  IT skills

Detailed Institutional (DB & DC) and Unit Trust Investment product knowledge and Index funds knowledge

Competence/Characteristics

Highly team-orientated

Work to and share best practice

Highly organised

Proactive and proven to work on your own initiative

High attention to detail

Client focussed

Ability to work effectively under pressure and with large volumes

Can do attitude

Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, 22 days’ (with potential to rise to 26 days) holiday, discretionary performance related bonuses, paid overtime, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.