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Title: VP I, CRO & Reinsurance Risk Manager North America

Company: Everest Global Services, Inc.

Job Category: Risk Management

Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.

This role is a unique opportunity for a talented senior re/insurance risk professional to join Everest Group at a moment of a strategic pivot, materially contributing to shaping an enhanced globalized ERM framework that is effective, pragmatic and fit-for-purpose. Centrally positioned overseeing Everest's Reinsurance business in the US, Everest's main US Reinsurance Legal Entities as well as Everest's growing 3rd party capital platform (Mt. Logan), with high visibility to the Group CUO, CEO of Mt. Logan and all Reinsurance Underwriting teams across the firm (incoming and outgoing), collaborating closely with the other ERM leaders.

A member of Everest's ERM Leadership Team, this leader will be the risk partner to the Reinsurance Division's leadership team in North America, as well as the CEO of Mt. Logan, Everest's growing proprietary 3rd party capital platform, covering the respective risk oversight responsibilities such as RCSAs, Operational Risk Heatmap and risk assessments of strategic initiatives. Provide independent oversight of risk for Everest Reinsurance Company (Delaware), one of Everest's largest main Legal Entities, and promote continuous enhancement of Everest's strong risk culture, actively promoting a culture of effective risk awareness, risk management and governance across the Global Reinsurance Division.

Legal Entity Risk Management:

Be responsible for developing, implementing, leading and maintaining the risk management frameworks for Everest's Reinsurance Legal Entities in North America in close coordination with the International counterpart who covers relevant branches. Ensure appropriateness and consistency of risk management strategies, governance and policies in line with Everest’s Group ERM Framework under Group Supervision by the BMA in Bermuda and support the Compliance Function to maintain and enhance regulatory compliance from a risk management perspective. Continue development of a cohesive control framework and risk appetites in local entities. Lead annual Own Risk and Solvency Assessment (ORSA) reporting and support regulatory inquiries and requests. Lead the activities related to internal risk reporting with Legal Entity management and board as well as to Group ERM and Risk Committees. Establish key risk indicators within the businesses, monitor and evaluate against prescribed appetites.

Divisional Reinsurance Risk Management (in collaboration with International counterpart):

Identify emerging key risks in collaboration with underwriting and other stakeholders – using external as well as internal perspectives to anticipate changes and assess impact on our environment. Maintain alignment and consistency with Everest’s Group-wide ERM Framework within the Reinsurance Division and ensure clear roles and responsibilities across the three Lines of Defense. Lead execution of risk control self-assessments, risk event management, operational risk heatmap at divisional level, and promotion of a strong risk culture in close coordination with first line risk owners. Support the Division's and Legal Entities' management teams to comply with their regulatory and governance duties. Oversee any risk remediation as appropriate and support periodic operational resiliency policies practices. Manage Reinsurance Division engagement with internal risk committee reporting up to local and executive management.

Large transactions, underwriting growth initiatives, retrocession and 3rd party capital:

Manage the risk review of large and complex transactions, be it on the traditional incoming side (e.g. large structured reinsurance transactions), the outgoing side (e.g. large retrocession, ADC/LPT or third-party capital deals) or related to Mergers & Acquisitions. Collaborate with business underwriting teams to identify and assess risks related to growth initiatives across lines of business (incl. financial lines and parametric covers). Partner with the Mt. Logan management team as CRO to ensure all risks are reliably identified, understood and mitigated as appropriate, including those related to third-party investors in the insurance-linked space. Collaborate closely with other ERM teams to conduct underwriting risk oversight and specific line-of-business/product deep dives, where appropriate (including a particular focus on financial lines).

• At least 10 years experience in reinsurance, of which a considerable part in Risk Management, actuarial qualification a plus
• Comprehensive experience in risk mgmt. practices and governance demands for a 2nd line control function
• Extensive knowledge and understanding of operational and financial risks within a global reinsurer
• Strong technical underwriting knowledge of international reinsurance business across P&C (incl. financial lines)
• Detailed experience with capital markets re/insurance activities as well as dynamics of complex transactions
• Strong communication skills and proven effectiveness in senior executive stakeholder management
• Reliable execution skills with structured auditable processes while maintaining lean pragmatism
• Strong collaborator in a matrix setup with coverage of a complex global organization
• Excellent written and oral communication skills, as well as command of all pertinent software
• Being self-motivated and well organized, able to prioritize and manage a broad range of activities

For the US Only: The base salary range for this position is $201,000 - $275,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).

At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click here to learn more about our culture.

• Our Values are the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Inclusion and Belonging.
• Our Colleague Behaviors define how we operate and interact with each other no matter our location, level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together.

All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve.

Type: Regular

Time Type: Full time

Primary Location: Warren, NJ

Additional Locations: Bermuda, Chicago, IL - South Riverside, Miami, FL, New York, NY, Philadelphia, PA, Stamford, CT, Toronto - Reinsurance Canada

Everest is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy), sexual orientation, gender identity or expression, national origin or ancestry, citizenship, genetics, physical or mental disability, age, marital status, civil union status, family or parental status, veteran status, or any other characteristic protected by law. As part of this commitment, Everest will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at

Everest U.S. Privacy Notice | Everest (everestglobal.com)

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 Head of Human Resources is responsible for leading the people strategy for L&G – Asset Manager, America (LGIMA), partnering closely with the CEO, Executive Committee, and global HR leadership to deliver a high‑performing, inclusive, and future‑ready organization.

This role shapes and executes human capital strategy aligned to LGIMA’s business objectives and L&G Group policies, with a strong focus on:

• Strategic workforce planning and talent acquisition
• Leadership, succession, and organizational effectiveness
• Employee experience, engagement, and culture
• Diversity, equity, inclusion, and belonging
• Change management and transformation
• Reward, performance, and pay governance
• Employee relations, risk management, and regulatory compliance
• HR technology, analytics, and operational excellence

The Head of HR acts as a trusted advisor to senior leaders, bringing strong business acumen, sound judgment, and an external market lens to help LGIMA anticipate talent risks, build capability, and compete effectively for talent in a complex global environment.

Strategic Leadership & Business Partnership

• Serve as a strategic advisor to the CEO and Executive Committee on all people‑related matters, ensuring alignment between business strategy and human capital priorities.
• Translate business objectives into a clear, actionable people strategy that supports growth, performance, and long‑term sustainability.
• Act as a visible leader within the organization, modeling LGIMA’s values and fostering a culture of accountability, collaboration, and inclusion.

Talent, Leadership & Workforce Strategy

• Lead enterprise‑wide talent acquisition, retention, succession planning, and leadership development strategies to ensure critical capabilities are in place.
• Oversee workforce planning and organizational design to support evolving business models, regulatory requirements, and client needs.
• Partner with leaders to strengthen management capability, performance standards, and feedback culture.

Employee Experience, Engagement & Culture

• Champion a strong employee value proposition and support initiatives that enhance engagement, wellbeing, and employee voice.
• Ensure consistent, fair, and commercially sound handling of employee relations matters, safeguarding both employees and the firm.
• Lead culture and change initiatives, particularly during periods of transformation, growth, or restructuring.

Diversity, Equity & Inclusion

• Embed diversity, equity, inclusion, and belonging into all aspects of the employee lifecycle, aligned with global strategy and local market needs.
• Partner with leadership to use data, accountability, and policy to drive measurable progress on representation, inclusion, and pay equity.

Reward, Performance & Governance

• Oversee annual performance management, compensation, and promotion cycles, ensuring consistency with market practice, regulatory requirements, and Group policy.
• Partner with Global Reward to ensure competitive, compliant, and cost‑effective reward and benefits strategies.
• Provide oversight of HR shared services for the US to ensure service quality, efficiency, and value.

HR Operations, Technology & Risk

• Ensure operational excellence across HR functions, including strong governance, risk management, and regulatory compliance.
• Leverage HR technology and people analytics to improve decision‑making, efficiency, and employee experience.
• Stay informed of external market, regulatory, and employment law developments, ensuring proactive mitigation of people‑related risks.

Experience

• Minimum of 15 years of progressive HR experience, including senior or executive‑level HR leadership within a complex organization.
• Proven experience in asset management strongly preferred.
• Demonstrated success partnering with executive leadership on strategy, transformation, and organizational change.
• Experience operating within a global or matrixed organization, balancing local needs with global policy and governance.

Qualifications

• Bachelor’s degree required; MBA or Master’s degree in Human Resources, Business, or related field preferred.
• Professional HR certification (e.g., SHRM‑SCP / SHRM‑CP or equivalent) desirable.
• Strong commercial and financial acumen, including experience managing budgets and evaluating return on people investments.

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.

EOE Statement

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'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 Head of Human Resources is responsible for leading the people strategy for L&G – Asset Manager, America (LGIMA), partnering closely with the CEO, Executive Committee, and global HR leadership to deliver a high‑performing, inclusive, and future‑ready organization.

This role shapes and executes human capital strategy aligned to LGIMA’s business objectives and L&G Group policies, with a strong focus on:

• Strategic workforce planning and talent acquisition
• Leadership, succession, and organizational effectiveness
• Employee experience, engagement, and culture
• Diversity, equity, inclusion, and belonging
• Change management and transformation
• Reward, performance, and pay governance
• Employee relations, risk management, and regulatory compliance
• HR technology, analytics, and operational excellence

The Head of HR acts as a trusted advisor to senior leaders, bringing strong business acumen, sound judgment, and an external market lens to help LGIMA anticipate talent risks, build capability, and compete effectively for talent in a complex global environment.

• Serve as a strategic advisor to the CEO and Executive Committee on all people‑related matters, ensuring alignment between business strategy and human capital priorities.
• Translate business objectives into a clear, actionable people strategy that supports growth, performance, and long‑term sustainability.
• Act as a visible leader within the organization, modeling LGIMA’s values and fostering a culture of accountability, collaboration, and inclusion.

• Lead enterprise‑wide talent acquisition, retention, succession planning, and leadership development strategies to ensure critical capabilities are in place.
• Oversee workforce planning and organizational design to support evolving business models, regulatory requirements, and client needs.
• Partner with leaders to strengthen management capability, performance standards, and feedback culture.

• Champion a strong employee value proposition and support initiatives that enhance engagement, wellbeing, and employee voice.
• Ensure consistent, fair, and commercially sound handling of employee relations matters, safeguarding both employees and the firm.
• Lead culture and change initiatives, particularly during periods of transformation, growth, or restructuring.

• Embed diversity, equity, inclusion, and belonging into all aspects of the employee lifecycle, aligned with global strategy and local market needs.
• Partner with leadership to use data, accountability, and policy to drive measurable progress on representation, inclusion, and pay equity.

• Oversee annual performance management, compensation, and promotion cycles, ensuring consistency with market practice, regulatory requirements, and Group policy.
• Partner with Global Reward to ensure competitive, compliant, and cost‑effective reward and benefits strategies.
• Provide oversight of HR shared services for the US to ensure service quality, efficiency, and value.

• Ensure operational excellence across HR functions, including strong governance, risk management, and regulatory compliance.
• Leverage HR technology and people analytics to improve decision‑making, efficiency, and employee experience.
• Stay informed of external market, regulatory, and employment law developments, ensuring proactive mitigation of people‑related risks.

• Minimum of 15 years of progressive HR experience, including senior or executive‑level HR leadership within a complex organization.
• Proven experience in asset management strongly preferred.
• Demonstrated success partnering with executive leadership on strategy, transformation, and organizational change.
• Experience operating within a global or matrixed organization, balancing local needs with global policy and governance.

• Bachelor’s degree required; MBA or Master’s degree in Human Resources, Business, or related field preferred.
• Professional HR certification (e.g., SHRM‑SCP / SHRM‑CP or equivalent) desirable.
• Strong commercial and financial acumen, including experience managing budgets and evaluating return on people investments.

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)

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

• Flexible paid time off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

The Head of ETF Capital Markets, Americas operates within a globally coordinated team to deliver seamless client support across regions, partnering closely with both regional and global teams. The role extends beyond core capital markets activities to work in close alignment with distribution, building key client relationships and serving as the primary resource for technical capital markets support. It supports key ETF client segments by advising on trading and liquidity needs while collaborating closely with sell-side ETF Sales and Trading partners. Additionally, the position serves as a critical liaison between the sales organization, clients, and the Global Capital Markets team to ensure aligned strategy and execution.

• Partner with sales teams and travel as needed to support client meetings, providing ETF Capital Markets expertise focused on trading and liquidity
• Drive IVZ ETF (US and UCITS) value proposition through tailored educational presentations, thought leadership, and strategic content aligned to diverse client segments
• Collaborate with product teams to develop local market insights and deliver forward‑looking outlooks to clients
• Build and maintain senior relationships with broker‑dealer trading desks, partnering with global capital markets and trading teams to support ETF listings and distribution
• Proactively develop innovative capital markets content to attract new clients and support existing relationships
• Lead and deliver educational ETF events on liquidity, trading, market structure, and related topics to reinforce IVZ’s market leadership
• Represent IVZ ETF Capital Markets at industry conferences, seminars, and meetings, delivering thought leadership and insights
• Serve as a conduit between capital markets and internal teams, sharing market color and advising clients directly on trading strategy, liquidity, execution, and ETF implementation

• Trusted and credible leader with a strong will to engage, influence, and win, both internally and with clients
• Exceptional communicator and public speaker with strong customer service and stakeholder management skills
• Ability to understand, articulate, and synthesize complex investment concepts, strategies, and market trends for diverse audiences
• Deep expertise in ETF structure, including creation/redemption mechanics and capital markets dynamics
• 7‑10+ years of experience in asset management, capital markets, or financial services
• Self‑motivated, collaborative team player who thrives in a fast‑paced, high‑performance environment and can manage multiple initiatives simultaneously
• Strong analytical, organizational, and presentation skills, with proficiency in Excel, PowerPoint, and Bloomberg
• Bachelor’s degree in finance or related field required (MBA a plus), CFA preferred, with 50‑75% travel

The total compensation offered for this position, which includes salary and incentive pay, will vary based on skills, experience and location. The salary range for this position is $218,000 to $250,000 annually.

Full time

Employee

Yes

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

Invesco’s culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non‑discrimination in employment.

Legal & General is seeking a Head of Human Resources for its Asset Management division in Chicago. This pivotal role involves leading the people strategy, partnering with executive leadership to enhance employee engagement, diversity, and operational excellence.

The ideal candidate will hold a Bachelor's degree (MBA preferred) and possess 15 years of senior HR experience, ideally in asset management. The role offers a competitive salary and the chance to shape HR practices that align with organizational goals.

Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families and institutions. With a legacy of innovation and a commitment to excellence, our Financial Planning Directors empower Financial Advisors and clients to make confident decisions around life’s most complex financial questions.

The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This strategic role provides expertise across advanced planning topics – including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation – elevating client engagement and enhancing outcomes.

Partner with Financial Advisors to create personalized financial plans using both cash-flow and goals‑based planning tools offered by third‑party vendor, MoneyGuidePro®, and Morgan Stanley’s proprietary planning platform and modeling tools.

• Tax‑efficient portfolio strategies
• Retirement income distribution planning
• Executive compensation and equity planning
• Charitable and philanthropic strategies
• Risk management and insurance planning
• Wealth transfer, trust, and estate planning
• Lead client‑facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade‑offs, risks, and long‑term implications
• Serve as a planning subject matter expert and coach for Financial Advisors, elevating planning integration into the wealth management process and connecting Financial Advisors to relevant Firm resources
• Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow‑through
• Contribute to Financial Advisor development through workshops, CE‑eligible sessions, and peer mentoring across the financial planning professional network
• Stay current on tax lax, estate regulations, product and strategy solutions, and market trends to ensure up‑to‑date advice delivery

• Impactful Client Work: Work on complex, multigenerational wealth strategies that go beyond basic planning models
• High Advisor Engagement: Collaborate with some of the top Financial Advisors in the industry, supporting their most sophisticated client relationships
• Tech‑Enabled Planning: Leverage Artificial Intelligence (AI) to deliver positive outcomes for clients and employees while accessing an ecosystem that integrates seamlessly with client data
• Professional Development: Participate in a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks
• Firmwide Visibility: Contribute to a firm‑level strategic initiative to embed planning in the core of wealth management – driving long‑term firm growth

• Bachelor’s degree required
• Certified Financial Planner (CFP) designation required
• 5+ years of experience delivering financial plans or wealth strategies to high‑net‑worth clients
• Strong knowledge in tax and estate strategies, and insurance planning
• Demonstrated ability to collaborate with client‑facing professionals and communicate planning concepts clearly and credibly
• Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro®, or equivalent)
• Series 7 and 66 preferred or required as a condition of employment
• Candidates will be considered for locations: Chicago, IL

• Salary range: $140,000 – $200,000 per year, plus discretionary incentive compensation that may include a bonus component
• Health, prescription drug, dental, vision, and health savings account coverage
• Dependent day‑care savings account
• Life insurance, disability and other insurance plans
• Paid time off including sick leave, parental leave, and 20 vacation days annually
• 10 paid holidays, 401(k) plan, short/long term disability, and additional special perks for employees

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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 communication 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.

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, 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.

EOE Statement

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)