Overview
The Client Data Analyst will support Asset Management across all aspects of the client journey lifecycle by providing efficient and effective administration and operational servicing to deliver a positive client experience.
Responsibilities
- Proactively manage and maintain Client Data records and information working closely with stakeholders and our clients to ensure client information is up to date.
- Ensure Platforms and Data Masters that hold client records, including contacts and distribution lists across Platforms and Data Masters are accurate and relevant.
- Investigate Client Data Issues and identify root causes, collaborating with all Stakeholders to enable a complete understanding of the problem and solution to ensure good customer outcomes.
- Ensure that any changes are applied to platforms and masters within agreed SLAs
- Proactively develop and maintain effective working relationships with the wider stakeholder teams
- Evaluate processes and procedures and implement continual improvement initiatives to enhance the client service proposition.
- Work with wider Data teams to ensure designs for masters meet requirements and are scalable and sustainable.
- Alongside CDO develop and implement appropriate data controls for Client Data across Platforms and Data Masters.
Qualifications
- IOC, IMC, Relevant Industry/Degree Qualification or equivalent industry experience
- Knowledge of client data within investment management
- Understanding of investment strategies and products
- Previous experience of working in asset management is essential
EOE Statement
As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employeesand applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry,national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or anyother characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)
