Client Implementation Analyst, L&G - Asset Management, America at LegalAndGeneral

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Sep, 26

Salary

65000.0

Posted On

12 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Implementation, Asset Management, Project Management, Risk Management, Client Onboarding, Regulatory Compliance, Salesforce, Pega, Microsoft Office, Transition Planning, Custodian Relationships, Stakeholder Communication

Industry

Financial Services

Description

Company Description L&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet. Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&G. This is rooted in our investment philosophy and processes, which are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change. Job Description As a member of the LGIM America Client Implementation Team this person supports all aspects of a client implementation and current client transitions. Help build out further process and infrastructure with respect to documentation, client data and onboarding new mandates as the business continues to grow and evolve. The role demands the ability to manage multiple priority items within a high-pressure delivery framework, while maintaining a focus on balancing business risk management with service delivery. Provide support to the client implementation and change management service within LGIMA’s Implementation team to ensure all procedural steps, documentation, tracking, approvals and follow-up are properly logged and completed. Communicate and map key implementation milestones as necessary to manage and guide expectations. Assist in the onboarding of new clients by coordinating the documentation and communicating necessary information to various internal and external teams, including the client, the Legal/Compliance Team, the Operations Team and third-party providers. Also assist in conversion of onboarding workflow to PEGA to align with global workstreams. Assist in the documentation and enhancements of client order management system. Collaborate with Legal/Compliance Team to ensure in compliance with regulatory requirements. Ensure Salesforce processes and workflows adhered to per regulatory requirements. Rigorously apply business processes and procedures to support a risk-controlled and compliant environment within an effective governance framework. Assist in the design and documentation of additional process and controls around the onboarding and cash flow events. Assist in the project management and documentation of changes to client portfolios/agreements. Develop a clear understanding of the function of all business areas within LGIMA, building and maintaining an effective network of strong working relationships within those areas. Qualifications Bachelor’s degree in Finance, Economics, Accounting or related field Experience in asset management client service a plus – knowledge of transition planning, custodian relationships, transfer agents, record keepers ideal Flexibility; ability to adapt to growth and change Strong judgment and decision-making skills Strong Microsoft Office skills and some project management software skills Excellent attention to detail and ability to operate effectively within tight deadlines Strong interpersonal and communication skills Thrive in a growing and dynamic team construct Additional Information The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. EOE Statement As an EOE employer, L&G Asset Management, America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing non-discrimination in employment. (2025) Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US) L&G Business Unit: Legal & General Investment Management L&G sub Business Unit: LGIMA Primary Location: USA, Chicago Job Family: Back Office Ops Compensation: USD 50000 - USD 65000 - yearly

Responsibilities

Support all aspects of client implementation and transitions, including onboarding new mandates and managing documentation. Coordinate with internal teams and third-party providers to ensure regulatory compliance and efficient workflow execution.