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About the Role

LGT Wealth Management UK LLP is seeking a professional to produce monthly reporting on assets under management and investment flows, collect and standardize data, build and maintain data dashboards, analyze results, and reconcile payments. This role involves answering data questions and assisting with Consumer Duty tasks.

Responsibilities

Produce monthly reporting on assets under management and investment flows.
Collect data from different investment platforms, standardize and check for accuracy, and provide consolidated figures to Business Development, Finance, and Group reporting teams.
Build and maintain data dashboards to provide ongoing AUM and flow data to BD and Portfolio Managers.
Analyze results by client firm, investment service, and platform; explain trends and investigate discrepancies.
Maintain accurate records for Business Development Directors as firm relationships change.
Prepare regular data submissions for external research and industry organizations.
Reconcile payments received from investment platforms against invoices and financial records.
Answer data questions from colleagues and help improve the quality, documentation, and efficiency of recurring reports.
Work alongside the MPS Oversight and Proposition teams to assist in completion of tasks for Consumer Duty.

Requirements

Strong Excel and data analysis skills, with experience in consolidating, validating, and interpreting data from multiple sources.
A meticulous and methodical approach to reconciling figures, identifying discrepancies, and resolving data issues.
The ability to communicate complex data clearly and effectively to non-technical audiences.
Strong organizational skills, with the ability to manage recurring reporting deadlines alongside ad hoc requests.
A proactive interest in understanding the business context behind the data.
Experience in wealth management, investment platforms, or model portfolio services would be advantageous.
Experience with Power Query, Power BI, or SQL would be advantageous.

Skills

Excel
Data analysis
Consolidating data
Validating data
Interpreting data
Reconciling figures
Identifying discrepancies
Resolving data issues
Communication
Organization
Power Query
Power BI
SQL

Location

London

Work Type

Full-time

About the Company

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein.
Established in 2008 with a fresh approach to wealth management.
Has two other entities focusing on US and Jersey based clients.
Head office is based in London with a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol, and Manchester.
Offers a transparent service designed around client needs.
Provides a flexible, bespoke service adapted to each client’s needs by drawing together in-depth knowledge and experience.
Mission is to create long-term value for all stakeholders.
Culture encourages individuals to generate, develop, and implement ideas.
Core values: Belonging, respect, integrity, conviction, and entrepreneurship.
Becoming an employer of choice in its sector.
Over £30 billion in funds under management and circa 700 staff.