Investor Disclosure & Reporting Analyst

Job Description

We’re looking for an Investor Disclosure & Reporting Analyst to join our Regulatory Reporting team. This is an exciting opportunity to play a key role in delivering accurate, timely and compliant investor disclosure documents across a range of funds. You’ll work closely with internal teams and external partners to ensure high standards of data integrity, regulatory alignment and operational efficiency, while contributing to continuous improvement across reporting processes.

This role offers excellent exposure to regulatory frameworks and the chance to develop your expertise within a collaborative and supportive environment.

What you’ll be doing:

• Supporting the end-to-end production and refresh of PRIIPs and UCITS KID and KIID documents, ensuring accuracy and timely delivery
• Managing investor disclosure processes in line with defined policies and standard operating procedures
• Coordinating with external vendors on document production, filing and dissemination activities
• Supporting new product launches and fund amendments, ensuring documentation reflects all updates accurately
• Managing shared inbox queries, ensuring timely and effective responses to internal and external stakeholders
• Monitoring and maintaining process documentation, ensuring alignment with operational and regulatory requirements
• Investigating reporting exceptions and driving resolutions to prevent recurrence
• Identifying opportunities to improve processes and contributing to change initiatives and future operating models

Who we’re looking for:

• Experience in regulatory reporting, ideally including PRIIPs and UCITS disclosures
• Knowledge of KID and KIID production processes and associated data requirements
• Experience working with third-party vendors within a financial services environment
• Strong attention to detail and ability to manage multiple priorities effectively
• Confident using Microsoft Excel and working with large data sets
• Ability to follow structured processes while proactively identifying and resolving issues
• Strong communication skills with a focus on delivering a high level of service to stakeholders
• A collaborative and proactive approach, with a willingness to learn and develop industry knowledge

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.