Working with both internal and external clients - we are looking for a new member of the team who has a background within the Investment Industry to join the Transfers Team.

To project manage business as usual stock transfers to/from products for which LGIM is the Asset Manager.  This involves working with clients/consultants, external and internal asset managers, custodians and transfer agents together with LGIM Distribution and operations teams to ensure that transfers are well-managed, risk-controlled events which deliver excellent client outcomes.

Principal Accountabilities:

• To act on instructions received from clients/consultants
• To provide potential transfer portfolios to internal portfolio management teams for analysis
• To provide cost estimates using this analysis (these are checked by the Manager – Transfers Team)
• To provide the Allocation Strategy Management team with details of transfers to enable them to make appropriate investment decisions
• To work with LGIM Investment Operations to ensure successful and timely delivery of stocks and any residual cash
• To answer post-event queries
• To identify potential transition opportunities and pass these to the Head of Transitions Project Management
• To produce accurate and timely reports of transfers

• Good product knowledge across the range of L&G products
• Moderate knowledge of non-L&G products
• An understanding of Investment Management processes across Operations and Fund Management
• Good organisational skills
• Good verbal and written communication skills
• Good attention to detail
• Good Excel skills
• Ability to work as part of a team
• High levels of accuracy
• Flexibility, able to adapt well to change
• Strong inter-personal skills
• Calmness under pressure
• Ability to manage a number of events simultaneously

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, at least 22 days’ (with potential to rise to 25 days) holiday, performance related bonuses, 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.