10 jobs in L&G – Asset Management, America

Overview

The role of the Investment Director is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the institutional investment landscape and a proven track record of successful capital raising.

• Contribute to the AUM growth of L&G’s investment management business by introducing the firm’s global fixed income, LDI, equity index and private markets strategies directly to institutional investors
• Cultivate and manage key relationships with prospective clients, fostering long-term partnerships and enhancing L&G’s reputation within the institutional investment community.
• Collaborate with consultants and the sales teams to identify and secure new business opportunities from institutional prospects, ensuring alignment with L&G’s broader business objectives.
• Create and implement business plan to grow AUM of L&G strategies
• Communicate the advantages of unique and differentiated customized index and fixed income strategies in a highly competitive market.
• Respond to investor demand and in partnership with portfolio management and relationship management, create opportunities for L&G to grow market share across all strategies.
• Facilitate, collaborate with and influence internal L&G partners (portfolio management, trading, distribution, marketing and relationship management) to provide solutions to prospective clients and increase firm AUM.
• Develop deep product knowledge across investment options – including fixed income and index.
• This person will also have contact with the consultant community. The Investment Director must work closely with all other Investment Directors, Head of Distribution and Head of Consultant Relations to optimize efforts.
• Prepare as well as deliver presentations and briefings
• Target at least 10-15 meetings per month

• Proven track record of asset raising, ideally with an institutional investment manager offering fixed income and index strategies.
• Proven relationship‑building skills, with a well‑established network of relationships among leading institutional investors, including a history of cultivating and maintaining long‑term partnerships that have contributed to business growth.
• Minimum of 7 years of experience in the financial services industry, with at least 5 years of direct experience in sales, distribution or client service.
• Extensive background in finance and investment markets, including the ability to effectively interact with senior investment and research personnel on fixed income, equity markets, index/passive strategies, macroeconomics and portfolio strategy. Private markets experience a plus.
• Deep industry and investment knowledge and clear awareness of key issues affecting institutional investors.
• Ability to effectively communicate technical information of investment products and strategies to audiences with varying levels of financial sophistication (Board / Trustee, CIO, Treasurer, Portfolio Manager, and Field Consultant).
• Ability to work effectively in a collaborative, highly collegial, financially sophisticated, entrepreneurial, and team‑oriented environment.
• Strong personal characteristics of initiative, enthusiasm, commercial instinct, professionalism, integrity and creativity.
• Outstanding communication and presentation skills, both verbal and written.
• BA/BS.
• MBA and/or CFA preferred.
• Must be able and willing to travel.
• Strong work ethic – detail oriented and driven with a sense of accountability. Proactive with a high degree of self‑motivation.
• Has a competitive winning spirit.
• A flexible, can‑do attitude and the ability to form solid working relationships across other groups and teams.
• Task and project focused, can set and meet deadlines; effective at prioritizing work streams.
• Able to provide insights that are applicable, timely and understandable.
• Demonstrated ability to "see around corners" to anticipate / identify problems and opportunities.
• Consistently demonstrates leadership conduct by working together with peers in a mutually respectful and supportive manner to build trust relationships where ideas can be exchanged and contested constructively.
• Adherence to the values of integrity, excellence, teamwork and results.
• Ability to be an active listener.

$140,000 - $160,000

As an EOE employer, Legal & General Investment Management America extends equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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.

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 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.

• 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.

$70,000 - $90,000

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.

As an EOE employer, L&G Asset Management, America will extend equal opportunity to all employees and 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 any other characteristic protected under applicable federal, state or local laws governing non-discrimination in employment. (2025)

L&G – Asset Management, America is seeking a Senior Investment Associate responsible for managing investment grade debt private placements. This role focuses on infrastructure issuers and involves collaboration with teams in Chicago and London to originate and execute investments.

The ideal candidate will have 5-7 years of experience in private placements, strong analytical skills, and an understanding of credit risks. A comprehensive benefits package is offered, including health insurance and a discretionary bonus plan.

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.

The Senior Investment Associate is primarily responsible for the origination, analysis, execution and management of corporate debt investments for L&G’s clients, including industrials, utilities, REITs, healthcare, sports leagues, insurance companies and various other sectors. The role will also include supporting other Private Credit verticals and wider team initiatives, such as new client marketing & origination, new sector/product research, and improving operational processes and procedures.

• Originate and filter new potential corporate debt investments according to suitability for LGIMA’s clients. Origination to include liaising with borrowers, intermediaries, and sponsors, as well as attending conferences and other industry events, to build and maintain market connections.
• Act as Deal Captain on transactions that demonstrate attractive risk‑adjusted returns and meet client requirements, taking ownership of due diligence, credit ratings, documentation review and negotiation, all approval processes, and execution/closing.
• Manage existing investments by reviewing borrower reporting, rating agency reports, processing and escalating waiver requests, and producing quarterly reviews.
• Work closely with colleagues in Chicago and London, collaborating cross‑border with legal, credit, operations and business management teams.
• Manage key internal and external stakeholder and borrower relationships, including discussing pipeline and portfolio updates with clients.
• Research new sub‑sectors and products that could be appropriate investments for LGIMA clients, and support internal and external education/approvals to invest in new products that we believe show attractive risk‑adjusted returns.
• Support preparation of marketing materials for potential clients, and help the solutions team develop new products for Private Credit.
• Work with junior talent to develop their technical and soft skills, providing them with opportunities to learn, grow and progress their careers.

• The candidate is likely to have experience in investment‑grade private credit, private placements, investment banking, commercial banking, leveraged lending, direct lending, high yield, or other relevant sectors, with a deep understanding of identifying and mitigating credit risks.
• Bachelor's Degree, preferably in Finance, Accounting, and/or Economics, required.
• 5+ years of credit experience required.
• Completion of a rotational training program in commercial banking, investment banking, or a rating agency is preferred.
• Chartered Financial Analyst (CFA) credential or pursuing CFA preferred.
• Direct experience underwriting and executing investment‑grade or sub‑investment‑grade debt transactions.
• Self‑motivated, proactive, strong critical thinking and analytical skills, and effective communication in a variety of settings.
• Experience working with, training, and leading less experienced members of the team.

$150,000 - $170,000. 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, 401(k), 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.

As an EOE employer, L&G Asset Management, America will extend equal opportunity to all employees and 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 any other characteristic protected under applicable federal, state or local laws governing non‑discrimination in employment. (2025)

Senior Operational Risk & Resilience Manager

2 days ago Be among the first 25 applicants

The Senior Operational Risk & Resilience Manager will support and drive focus on Operational Resilience across all Asset Management (AM) America teams and provide specific Operational Risk support to AMCOO functions. This will involve owning, maintaining, and improving AMCOO’s operational risks, controls, monitoring, risk reporting and ensuring that AM has the appropriate operational resilience plans / contingencies in place, which must be validated via testing. The candidate must have good knowledge of the risk & resilience landscape via practical experience supported by good industry / regulatory knowledge and insight. The role will be instrumental to provide oversight, guidance and support the business to minimise the impact of disruptions through pro‑active risk management, preparation and effective responses to incidents and risk events. The role requires significant collaboration with the Senior Leadership Team and Team Managers within Asset Management and interaction with stakeholders across key locations.

• Collaborate with Operations Leadership to oversee and manage initiatives and BAU activities, enhancing risk management, operational resilience, and scalability to contribute to reducing to risks to our customers.
• Ensure teams identify and review key risks, potential errors, and exposures regularly.
• Maintain close relationships with Operations teams to improve processes and reduce operational risk.
• Oversee resilience controls and documentation, ensuring alignment with Asset Management frameworks, industry best practices, and regulatory requirements.
• Review errors/incidents/events, manage resulting actions, and ensure readiness for audits/compliance reviews.
• Provide updates to Governance Committees, and ensure teams understand their compliance roles.
• Assist with ad‑hoc regulatory/governance responses, provide management information for strategy formulation, and ensure effective incident/crisis management and resilience testing.
• Provide cover and ad‑hoc support to wider COO Operational Risk Team as appropriate.

• Degree level or equivalent demonstrable experience.
• Strong academic background. Preferably a professional certificate, e.g. IMC, IAQ, CFA.
• A professional qualification is desirable but not essential; e.g. accounting, Internal audit, Risk management or Compliance qualification.
• Good understanding of risk and regulatory issues for financial services business.
• Good knowledge of risk and control frameworks and resilience risks relating to business operations, technology platforms, digital channels, third parties and cloud based services.
• Good knowledge across the following resilience disciplines: Business continuity, Incident and Crisis management, Disaster Recovery, Technology Resilience and supplier/vendor management.
• Good knowledge of IT environments.
• Management of business critical processes.
• Minimum of 7+ years’ experience within operational risk management.
• Experience in Financial Services.
• Experience in roles that require a “hands on” capacity ensuring that the individual can manage a heavy workload, and is able to prioritise and manage accordingly to ensure deadlines are met and exceeded where possible.
• Involvement in crisis and recovery during significant events and major operational outages.
• Development and testing of business recovery plans.
• Understanding of technology, suppliers and outsource vendors and their resilience governance/oversight.
• Pro‑active in terms of supporting the business and team in other areas. Strong team player.
• Strong organisational and action planning skills, able to work to deadlines.
• Excellent communication skills in both verbal and written formats.
• Ability to get buy‑in within a department and across a division at senior levels, including senior management/Board engagement.
• Confident and able to present in structured manner.
• Effective at making decisions and delivering great outcomes.
• Pragmatic approach and good understanding of business issues and pressures.
• Strong analytical skills, enquiring mind, with a tenacious approach.
• Accurate with attention to detail.

$140,000 - $180,000. 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.

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and 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 any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)