Costs and Charges Senior Oversight 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 recruiting for a Costs and Charges Senior Oversight Analyst to sit in the Costs and Charges Oversight Team, which is a centralised, dedicated team responsible for ensuring the accurate reporting of performance figures and costs incurred by funds, while maintaining compliance with various financial regulations. As a Senior Analyst, you will play a critical role in driving operational excellence and regulatory compliance, ensuring accurate, timely, and efficient reporting.
This role requires a highly detail-oriented, control-focused individual with the ability to manage complex datasets, identify process improvements, and support the team in meeting critical regulatory reporting requirements. You will work closely with cross-functional teams, leveraging your advanced analytical and reporting skills to ensure high standards of compliance and reporting accuracy.

What you’ll be doing:

• Overseeing and managing the Costs and Charges reporting processes to ensure data accuracy, compliance, and timely delivery of regulatory reports
• Ensuring rigorous oversight of data accuracy in all reports, implementing checks and balances to maintain high-quality outputs
• Collaborating with internal teams and stakeholders to optimise reporting processes, identifying areas for process improvement and efficiency
• Working closely with IT and data teams to enhance reporting tools, developing automation capabilities, and streamlining data management systems
• Supporting change management initiatives, working with relevant project teams to deliver innovative solutions and continuous improvements to reporting processes
• Monitoring and maintaining process documentation, ensuring all procedures are up-to-date and fully aligned with operational policies and compliance requirements
• Investigating and resolving reporting exceptions, ensuring issues are thoroughly understood and addressed to prevent reoccurrence
• Mentoring junior team members, sharing your expertise to foster knowledge development within the team

Qualifications

Who we’re looking for:

• Strong time management skills and a keen attention to detail
• Proficiency in Microsoft Excel
• Experience managing large data sets is advantageous
• Ability to follow procedures, identify problems, and drive resolution
• Minimum grade C in GCSE Maths and English (or equivalent)
• Strong communication and client service skills
• Experience in the financial services industry is a plus

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:

• Overseeing and managing the Costs and Charges reporting processes to ensure data accuracy, compliance, and timely delivery of regulatory reports
• Ensuring rigorous oversight of data accuracy in all reports, implementing checks and balances to maintain high-quality outputs
• Collaborating with internal teams and stakeholders to optimise reporting processes, identifying areas for process improvement and efficiency
• Working closely with IT and data teams to enhance reporting tools, developing automation capabilities, and streamlining data management systems
• Supporting change management initiatives, working with relevant project teams to deliver innovative solutions and continuous improvements to reporting processes
• Monitoring and maintaining process documentation, ensuring all procedures are up-to-date and fully aligned with operational policies and compliance requirements
• Investigating and resolving reporting exceptions, ensuring issues are thoroughly understood and addressed to prevent reoccurrence
• Mentoring junior team members, sharing your expertise to foster knowledge development within the tea

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