Jobs · OTHR · Illinois

Associate, Investment Analytics, L&G - Asset Management, America

L&G – Asset Management, America · Chicago, IL · 1 mo ago
OTHRFull-time
We need to output only HTML fragment, no html/body tags. Use

for sections: About the role? Actually we have Company Description, Job Description, Qualifications, Additional Information (benefits, salary). We need to include sections only when posting has real specific content. We must not repeat job title as heading (not given). No Job ID. Remove boilerplate like EOE statement, cookie/navigation/legal/EEO etc. So we should drop the EOE statement. Also drop "Additional Information" maybe includes salary and benefits". The posting includes: "The starting salary offer will vary based on multiple factors..." and "This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance." Thus we have salary info (variable) and benefits list. According to rules: include Pay section only if posting actually states them. It says starting salary will vary based on factors – that's not a specific number, but it's still stating something about pay. The rule says: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. The phrase "will vary based on multiple factors" is essentially "varies". That might be considered filler/placeholder? It says "varies" is placeholder. So we should not create a Pay section because it's not a specific figure. Similarly benefits: they list specific benefits, so we can include Benefits section. Schedule: not mentioned, so omit. Thus sections: About the role? Could use Company Description as About the role? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can map: Company Description -> About the role? Or maybe "About the role" is appropriate for job description. But we have Job Description separate. Could treat "About the role" as summary of role (Job Description). And "Responsibilities" could be bullet list of duties from Job Description. "Requirements" could be Qualifications. "Skills" maybe not separate; we could combine. But we need to avoid thin sections. Let's decide: Use About the role (short paragraph from Company Description + maybe overview). Use Responsibilities (bullet list from Job Description). Use Qualifications (bullet list from Qualifications). Use Benefits (bullet list from Additional Information). Possibly also Skills? Could incorporate into Qualifications. We'll not create Skills if not needed. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to include all details from Company Description, Job Description, Qualifications, Benefits. Must not drop any specifics. Let's extract: Company Description: "L&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet. Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&G. This is rooted in our investment philosophy and processes, which are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change." Job Description (responsibilities): Paragraph: "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." Then bullet list (starting with "Own the production process..."): - 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. Qualifications: List: - Undergraduate degree in a quantitative field, such as Finance, Economics, Computer Science, Mathematics or Engineering is desired. - Progress towards or an interest to pursue an advanced degree and/or CFA is a plus. - Strong quantitative, analytical and problem solving skills along with a high attention to detail and accuracy. - 3-5 years of related performance measurement, attribution and/or risk analysis experience. - Solid understanding of capital markets and the investment management business. - Knowledge of fixed income and derivatives (options, swaps, futures, etc.) - Intuitive and intellectually curious; ability to identify themes within data sets - Demonstrated organizational and project management skills; ability to multi-task and to manage complex assignments. - Self-confidence; ability to function as both a self-starter and a team player. - Excellent verbal and written communications skills, with the ability to interact with all levels of LGIMA management as well as colleagues in global offices. - Highly proactive and energetic focus toward internal and external client service; ability to consistently meet all internal/external deadlines - Strong individual initiative with the ability to take a proactive approach to assigned projects or team goals. - Flexibility; ability to adapt to growth and change - Intermediate coding skillset (advanced Excel/VBA, SQL, etc.) or desire to learn. - Experience with market data and portfolio analytics tools, such as Bloomberg, FactSet, etc. desired. Additional Information (benefits): - The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. - This position is also eligible to participate in the company’s annual discretionary bonus plan. - Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. - Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. We should not include Pay section because salary is variable (placeholder). But we could include a brief note about salary variability? The rule says never create Pay/Schedule/Benefits sections unless posting actually states them. It does state something about salary (will vary). However they consider "varies" as placeholder and we should not create Pay section. So we omit Pay. We include Benefits section with the list. We also might include a short paragraph about bonus plan? That's part of benefits/compensation. Could include in Benefits. Thus sections:

About the role

-> include Company Description paragraph(s) maybe also overview of role? Could combine Company Description and first paragraph of Job Description as about the role. But we need to preserve all info; we can split: About the role = Company Description (maybe plus first paragraph of Job Description that describes team purpose). However we also have Responsibilities section for detailed duties. To avoid duplication, we should not repeat same content in two sections. The rule: preserve ALL substantive information; do NOT invent or summarize away detail. It doesn't forbid duplication? It says preserve ALL substantive information; do NOT invent or summarize away detail. Duplication might be okay but could be considered redundant. Better to split: About the role = Company Description (overview of firm). Responsibilities = the detailed duties list (including the initial paragraph about team responsibilities? Actually the initial paragraph describes team mandate; could be considered part of responsibilities. But we can include that paragraph in Responsibilities as prose before list. That would capture all job description content. Thus: About the role: Company Description paragraph. Responsibilities: start with paragraph describing team mandate and role responsibilities (the paragraph before bullet list). Then bullet list of duties. Qualifications: bullet list of qualifications. Benefits: bullet list of benefits (including bonus plan, health insurance etc). Also note about salary variability? Since we omitted Pay, we might include a note about salary variability in Benefits? Might be odd. Could add a short paragraph under Benefits about salary being variable based on factors. But that's not a benefit; it's compensation. Could still be in Benefits section as note. However rule says only create Benefits if posting actually states them. It does state benefits. Adding a note about salary is okay as extra info but not required. Safer to just include benefits list and maybe also mention bonus plan as part of benefits. We'll not include Pay section. Now produce HTML fragment:

About the role

L&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet. Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&G. This is rooted in our investment philosophy and processes, which are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change.

Responsibilities

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

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