Reporting and Valuation Team Manager - #1714011

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.

L&G Asset Management is one of Europe's largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us - from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers - which include individual savers, pension scheme members and global institutions - and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.

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Job Description

Are you ready to lead a high-performing team and drive excellence in investment reporting and valuations? We're looking for a dynamic and experienced professional to join our Cardiff-based team. This is a fantastic opportunity to make a real impact by shaping processes, enhancing client service, and ensuring regulatory compliance across a diverse portfolio of investment products.

What you'll be doing:

• Leading and coaching a team to deliver accurate valuations and client reports
• Overseeing the valuation of complex financial instruments and ensuring compliance with policies
• Managing relationships with internal teams, custodians, and external valuation agents
• Driving process improvements and automation to enhance operational efficiency
• Collaborating with technology teams to improve reporting systems and data governance
• Ensuring timely and accurate delivery of client reports and regulatory disclosures
• Supporting audit processes and contributing to strategic reporting initiatives
• Promoting a culture of continuous improvement, quality, and risk mitigation

Who we're looking for:

• Proven experience in investment reporting, valuations, or fund accounting
• Strong leadership skills with a track record of developing and mentoring teams
• Excellent understanding of financial instruments including fixed income and derivatives
• Familiarity with fund structures such as QIAIF, SICAV, ICAV, and ETFs
• Strong analytical and problem-solving abilities with attention to detail
• Effective communicator with experience managing stakeholder relationships
• Knowledge of regulatory frameworks such as UCITS, MiFID II, and PPF
• Proficiency in Excel and reporting tools like Bloomberg, FactSet, or Power BI

• 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 the many discounts we offer - both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

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.
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