Senior International Investment Reporting Specialist (Hybrid) at
This role is for an International Investment Reporting Specialist at LegalAndGeneral. The successful candidate will join a client-focused team, serving as a key SME to discuss clients’ investment reporting requirements. They will work closely with various teams to deliver accurate, timely reports and data according to clients’ needs.
Remote
United Kingdom
Full Time
✅ Pros
- Competitive salary 💰
- Hybrid working arrangement 🏠+🏢
- Generous benefits package 🎁
⛔ Cons
- A wide range of responsibilities 📚
- Working with complex data structures 💻
- Requires deep industry knowledge 🧠
🔧 Skills
Investment management knowledge
Proficiency in MS Excel and PowerPoint
Understanding of investment vehicles and strategies
Experience in client relationship management
Attention to detail
Proactive problem-solving
Strong communication skills
Ability to handle ad-hoc queries
🗣️ Impact
You'll directly engage with clients globally, ensuring their investment strategies are accurately reported. Your work will contribute to positive financial outcomes, shaping a sustainable future in the investment world.
👉 Responsibilities
- Manage end-to-end production and delivery of client reports
- Ensure timely delivery of data to clients within regulatory guidelines
- Attend client review calls and onboarding meetings to capture key requirements
- Provide solutions to client requirements and manage ad-hoc queries
🔍 Requirements
- Prior experience in the investment management industry
- Understanding of investment vehicles and strategies
- Track record of building significant relationships with clients
✨ Benefits
- Private medical insurance
- At least 25 days holiday
- Generous pension scheme
- Life assurance and Income Protection
Application process
10 min
1
Enter basic info about yourself
2
Complete short assessments
3
Send an application and get free feedback about your personality
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