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Mid LevelFull-time
Salary Range
$38,250 - $51,750 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for a Client Reporting & Valuation Analyst to join our growing team in Cardiff. This role involves producing accurate valuations and client reports, supporting governance, and delivering excellent service to clients across the UK and internationally.
Key Responsibilities
- →Preparing accurate portfolio valuations and client reports, ensuring all checks are completed
- →Delivering a variety of daily, weekly, monthly and quarterly reporting tasks
- →Supporting colleagues and third-party providers by responding to queries and resolving issues
- →Building knowledge of financial instruments, including fixed income and derivatives
- →Using analytical skills to identify discrepancies and supporting their resolution
- →Communicating clearly with internal teams and external partners to keep work on track
- →Contributing to process improvements and supporting a strong control environment
- →Documenting tasks and following procedures to maintain high standards of accuracy and delivery
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About LegalAndGeneral
LegalAndGeneral is a prominent international financial services and insurance company, specializing in providing comprehensive solutions across insurance, pensions, and investments. With origins tracing back to its founding in London in 1765, the company has established itself as a long-standing institution in the financial sector, operating across multiple countries including the UK, US, and Asia. Its enduring presence reflects a commitment to stability and innovation in addressing the evolving needs of individuals and institutions. The company offers a diverse portfolio of products and services, including life insurance, general insurance, retirement solutions, and asset management. Key features of their offerings include tailored risk protection, long-term investment strategies, and digital platforms designed to enhance customer accessibility and engagement. LegalAndGeneral primarily targets individuals, families, and businesses seeking reliable financial security and retirement planning, as well as institutional clients requiring sophisticated investment and risk management solutions. LegalAndGeneral has achieved significant recognition for its market leadership and financial strength, consistently ranking among the world’s largest insurance groups. Its unique value proposition lies in its ability to combine historical expertise with modern innovation, providing scalable and sustainable financial solutions. The company’s strong capital base and customer-centric approach underscore its reputation as a trusted partner in navigating complex financial challenges.
