Client Data Analyst

at  LegalAndGeneral

Company Description
Legal & General is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.
Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.
Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.
Job Description
We’re super excited to inform you that we are now recruiting two Client Data Analysts within our Asset Management Business in our new offices in Central Square of sunny Cardiff! This will be a fantastic opportunity to support Asset Management across all aspects of the client journey lifecycle where you’ll be providing efficient administration and operational servicing to deliver an excellent client experience.

What you’ll be doing:

• Managing and maintaining Client Data records and information where you’ll be working closely with stakeholders and our clients to ensure client information is up to date
• Warehousing data from one platform to another
• Ensuring our Platforms and Data Masters that hold client records, including contacts and distribution lists across Platforms and Data Masters are accurate and relevant
• You’ll have the unique opportunity of investigating client data issues and identifying root causes, collaborating with all Stakeholders to gain a complete understanding of the problem and solution to ensure good customer outcomes
• Evaluating processes and procedures and implementing continual improvement initiatives
• Working with wider Data teams ensuring designs for masters meet requirements and are scalable and sustainable
• Implementing data controls for Client Data across Platforms and Data Masters

Qualifications

Who we’re looking for:

• Knowledge of client data within investment management
• Understanding of investment strategies and products
• Previous experience of working in asset management is essential
• Experience of dealing with client information
• Experience of maintaining client data records

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
• Private medical insurance (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s 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
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information
Legal & General is a leading financial services group and major global investor, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.
We aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.
If you join us, you’ll be part of a welcoming 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 strive to be open, mindful and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs.
If you’re open to find out more, we’d love to hear from you

What you’ll be doing:

• Managing and maintaining Client Data records and information where you’ll be working closely with stakeholders and our clients to ensure client information is up to date
• Warehousing data from one platform to another
• Ensuring our Platforms and Data Masters that hold client records, including contacts and distribution lists across Platforms and Data Masters are accurate and relevant
• You’ll have the unique opportunity of investigating client data issues and identifying root causes, collaborating with all Stakeholders to gain a complete understanding of the problem and solution to ensure good customer outcomes
• Evaluating processes and procedures and implementing continual improvement initiatives
• Working with wider Data teams ensuring designs for masters meet requirements and are scalable and sustainable
• Implementing data controls for Client Data across Platforms and Data Master

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
• Private medical insurance (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s 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
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the hear