Distribution Data Analyst at LegalAndGeneral

City of London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

21 Sep, 26

Salary

0.0

Posted On

23 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Analysis, Salesforce, Private Markets Knowledge, Dashboard Creation, Sales Pipeline Management, Management Information Reporting, Stakeholder Management, Process Automation, AI Tools, Institutional Distribution, Client Engagement, Presentation Skills

Industry

Financial Services

Description

Company Description Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets. Who we are We are one of Europe’s largest asset managers and a major global investor across public and private markets. Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns. Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change. Job Description We’re looking for a Distribution Data Analyst to join our Institutional Distribution team, supporting the continued growth of our Private Markets business. This role sits at the intersection of data, sales strategy, and client engagement, offering the opportunity to work closely with investment, product, and distribution teams. You’ll play a key role in turning data into actionable insights, managing sales pipelines, and enhancing how we engage with clients and consultants. Alongside this, you’ll help drive efficiencies through improved processes and the use of emerging technologies, including AI. What you’ll be doing: Analysing data to generate insights that support sales strategy, client engagement, and product positioning Building dashboards and reports to enhance decision-making across the distribution team Managing and maintaining the private markets sales pipeline, ensuring accuracy and meaningful reporting Owning and optimising Salesforce usage, including workflows, reporting, and data quality improvements Producing management information and performance insights for senior stakeholders Creating high-quality presentations and client materials tailored to institutional audiences Supporting client and consultant meetings by preparing briefing materials and data packs Identifying opportunities to enhance processes through automation and AI-enabled tools Who we’re looking for: Experience in a data-driven role within investment management, private markets, or institutional distribution Strong analytical skills with the ability to work with and interpret large datasets Advanced Salesforce capability, including reporting, dashboards, and workflow management Understanding of private markets (e.g. private credit, infrastructure, real assets, private equity) Strong communication skills, with the ability to distil complex information clearly Experience managing sales pipelines and producing MI for senior stakeholders Collaborative approach, with the ability to manage multiple priorities and deliver to deadlines Interest in process improvement, digital tools, or AI-driven ways of working 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 Healthcare Plan (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 (permanent employees only) There are many discounts we offer – both for our own products and at a range of high street stores and online We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience Additional Information At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive 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 care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. 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: LGIM Primary Location: London, One Coleman Street Job Family: Client Relationship Management

Responsibilities

The role involves analyzing data to generate insights for sales strategy and managing the private markets sales pipeline via Salesforce. It also requires producing management information for senior stakeholders and enhancing processes through automation and AI.