Associate, Investment Analytics, L&G - Asset Management, America
The LGIMA Investment Analytics team is responsible for providing market-leading analytics for the firm’s suite of investment solutions. This mandate encompasses areas such as performance, attribution, risk analytics and benchmark construction for the benefit of our clients and internal portfolio management teams, in addition to building tools to support analysis. The team partners with Client Solutions, Portfolio Management, Marketing, Operations, Data Management and IT to deliver on our goals. Our focus on scalability, quality and sophistication of analytics is essential to supporting LGIMA’s objective of providing a superior client experience. This role will be responsible for the delivery of performance and portfolio analytics that serves our internal and external clients across LGIMA’s credit, index, LDI and multi-asset investment strategies. This role will also involve working with 3rd party analytics platforms and enhancing the processes in place around these systems. As the individual grows into the role, more emphasis will be placed on building processes and tools to enhance scalability, allowing for increased contribution in a project-based and proactive analysis capacity.
- Own the production process for performance, attribution and portfolio analytics reporting.
- Fulfill portfolio analytics and data requests from internal teams, including Client Solutions, Marketing and Portfolio Management.
- Develop understanding of investment strategies, identifying anomalies in attribution and drivers of performance.
- Analyze and interpret portfolio risk characteristics and attribution factors to communicate the investment process and execution.
- Develop subject matter expertise in client strategies and operational aspects of the firm in order to lead related projects.
- Partner with Operations, IT and Data Management to enhance analytics system accuracy, capabilities and scalability.
- Over time, identify opportunities to enhance scalability through automated processes.
- Create custom portfolio analytics views in partnership with Client Solutions, Portfolio Managers and Marketing for client meetings and internal analysis.