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Responsible Investment Reporting Analyst

External
Legalandgeneral logoLegalandgeneral · Cardiff, UK
Full-timeOn-siteToday
ComplianceExcelPython
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Responsibilities

  • Managing the production and delivery of responsible investment and regulatory reports across requirements such as SFDR, TCFD and SDR
  • Gathering, validating and reconciling data from a range of internal systems and external sources
  • Supporting reporting across different investment structures including institutional and retail fund reporting
  • Working closely with colleagues across Compliance, Risk, Legal, Operations and Client teams
  • Carrying out quality checks to maintain data integrity and regulatory compliance
  • Investigating data or reporting issues and helping resolve them effectively
  • Keeping up to date with regulatory developments and helping assess the impact on reporting obligations
  • Contributing to improvements that make reporting processes stronger, more efficient and well controlled
  • Who we're looking for:
  • Experience in financial services, asset management, investment reporting or a regulatory reporting environment
  • Strong Excel skills and confidence working with large volumes of data
  • Good understanding of asset management, fund structures or investment products
  • Strong written and verbal communication skills with a clear, client-focused approach
  • A proactive and organised working style with strong attention to detail
  • Interest in ESG, sustainability reporting or the wider regulatory landscape
  • Experience of regulations such as SFDR, TCFD or SDR would be helpful
  • Exposure to advanced Excel, Python or private markets reporting would be an advantage
  • 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

Health insuranceFlexible schedulePerformance bonus

Additional Information

If you're looking for a role where you can combine data, regulation and client impact, this could be a great next step. We're looking for a Responsible Investment Reporting Analyst to join a specialist team within Client Service Delivery, supporting ESG and regulatory reporting across a broad range of investment products and clients. This is a strong opportunity for someone with financial services or reporting experience who's interested in responsible investment and wants to build their career in a growing area.


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