Understanding systems, data and associated processes. Embracing a procedural and control mind-set, ensuring tasks are consistently documented and reflected to allow top rate accuracy, quality and timeliness of reports and data provided to clients whilst mitigating risk.
Working with areas of expertise around the business to manage ad-hoc queries, data requests and client change, through to completion in line with client expectations.
Building, maintaining and supporting key internal relationships, utilising these to further drive efficiencies and modernisation in the Client Data and Reporting production chain.
Managing end to end production and delivery of weekly, monthly & quarterly client deliverables and reports, ensuring they are delivered accurate and in a timely manner.
Assisting in maintaining accurate and timely metrics to allow efficient and meaningful Senior Management MI to be produced.
Demonstrating a good level of Investment Management technical knowledge and understanding of LGIM's products and client base.
Actively participating in meetings, conference calls, the on-boarding of new clients, mandates and providing support for sales opportunities by demonstrating a focus on delivering excellent client focused service and expertise.
What we're looking for
Understanding of the Investment Management industry including client types (Pension Funds DB/DC) and different styles of funds (Active, Passive, Solutions etc)
Preferably a light understanding of the different investment vehicles and strategy types run by LGIM
Background in production of Reporting outputs to various stakeholders Internal / External clients (not necessarily in the Investment Management industry)
Experience of using a workflow management tool
Demonstrable track record of building significant relationships with contacts up to and including senior levels in the firm.
Strong attention to detail and able to demonstrate high levels of accuracy and thoroughness.