Counterparty Onboarding Senior Analyst

Posted 8 Days Ago
Be an Early Applicant
London, England, GBR
In-Office
Senior level
Insurance • Financial Services
The Role
Manage and implement onboarding for fund launches, set up funds, brokers and trading lines, liaise with custodians, maintain onboarding documentation, and coordinate stakeholders to ensure operational readiness and process improvements.
Summary Generated by Built In
Company Description

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. 

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets. 

Who we are 

We are one of Europe’s largest asset managers and a major global investor across public and private markets.

Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns.  

Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change. 

 

Job Description

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.

What you’ll be doing:

  • 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

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, 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. 

Skills Required

  • 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
  • Collaborative approach with focus on continuous improvement and service delivery
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The Company
HQ: London
8,417 Employees

What We Do

Established in 1836, Legal & General is one of the UK’s leading financial services groups and a major global investor, with £1.2 trillion in total assets under management (as at FY23) of which c40% (circa £0.5 trillion) is international. We have a highly synergistic business model, which continues to drive strong returns. We are a leading international player in Institutional Retirement, in Retail Savings and Protection, and in both public and private markets through our Asset Management division. Across the Group, we are committed to responsible investing and dedicated to serving the long-term savings and investment needs of customers and society. As at 7 June 2024, we estimate the Group’s Solvency II coverage ratio to be 224%. As at 11 June 2024, Legal & General has a market capitalisation of £14.6 billion.

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