Counterparty Onboarding Senior Analyst

Responsibilities

• Managing and implementing onboarding for internal, segregated and pooled fund launches
• Coordinating activities across teams and stakeholders to ensure operational readiness for fund go-live
• Setting up funds, brokers and trading lines across internal systems and platforms
• Supporting the onboarding of brokers for OTC, FX and repo trading pipelines to meet deadlines
• Maintaining accurate records of fund launches, trading agreements and onboarding documentation
• Liaising with custodians to open accounts, including in emerging and frontier markets
• Building and maintaining strong relationships with internal and external partners
• Identifying process improvements and supporting projects to enhance efficiency and control environments
• Who we're looking for:
• Experience in investment operations, onboarding or a related asset management environment
• Strong understanding of investment products, trading processes and market infrastructure
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Confidence building relationships with stakeholders, custodians and counterparties
• Analytical mindset with strong attention to detail and problem-solving skills
• Comfortable working with data, including strong spreadsheet skills (e.g. lookup functions)
• Clear and effective written and verbal communication skills
• A collaborative approach with a focus on continuous improvement and service delivery
• 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
• At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.
• 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.

Benefits

Additional Information

We are looking for an Operations Onboarding Specialist to join our Client Service Operations team within Asset Management. This role plays a key part in supporting fund launch activities and ensuring operational readiness for new and existing mandates across a range of investment products. You will work collaboratively with internal teams and external partners to deliver seamless onboarding, maintain high data integrity, and contribute to continuous improvement across processes and systems.

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