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Client Reporting Analyst
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VN-8731
Permanent
One Coleman Street, London
Competitive + Benefits + Bonus
30 June 2018
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
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
IMC
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
Detailed understanding of both Pension SORP FRS 102, IFRS13
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
Project management experience
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, 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.
About L&G
Legal & General Investment Management is one of Europe’s largest asset managers and a major global investor, with total assets of GBP 957 / EUR 1,090 / CHF 1,191 billion*. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors and retail investors
Throughout the past 40 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes including fixed income, equities, commercial property and cash. Our capabilities range from index-tracking and active strategies to liquidity management and liability-based risk management solutions.
*as at 30 June 2017, including derivative positions and advisory assets. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.
About the business area
LGIM manages fixed income, equity, multi-asset, liability-driven investment, property and alternative solutions on behalf of its clients. Located across the globe, our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. In order to meet the complex and evolving investment needs of our clients, we focus on remaining at the forefront of investment product innovation and maintaining our reputation as experts across all asset classes.
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.