What You'll Be Doing:

• Partnering with Core Capital, Private Markets Finance and Portfolio Management to support aligned business plans and forecasts
• Developing a detailed understanding of the Core Capital portfolio, including its performance and risk metrics
• Analysing financial performance and communicating key risks, opportunities and potential management actions
• Reviewing and challenging shareholder fund projections and management information to ensure they reflect business and portfolio views
• Producing Traded portfolio projections, commentary and management information to explain performance and variances
• Preparing monthly Core Capital liquidity projections and maintaining effective controls across Finance and asset liability management assumptions
• Coordinating inputs from relevant teams to support accurate and timely Institutional Retirement plans and forecasts
• Supporting performance reporting, Finance Transformation initiatives and wider project activity across the Business Partnering team

Who We're Looking For:

• An ACCA, ACA or CIMA qualification, or significant relevant professional experience
• Strong accounting, financial planning and analysis knowledge, including a sound understanding of IFRS
• Experience of preparing robust financial information and translating analysis into clear, meaningful insight
• Strong analytical skills, attention to detail and the ability to identify and communicate risks and opportunities
• Experience of managing competing priorities and delivering high-quality work to tight deadlines
• Excellent written and verbal communication skills, including producing commentary for senior and Board-level audiences
• The ability to build effective relationships, influence constructively and align expectations across multiple teams
• Advanced Excel capability, with knowledge of private markets accounting, the shareholder fund portfolio, OneStream or Anaplan being advantageous

Benefits

• 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)
• Many discounts offered – 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

#LI-AM2

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 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 Retirements Institutional

L&G sub Business Unit: INSTITUTIONAL RETIREMENTS

Primary Location: London, One Coleman Street

Job Family: Finance