Investment Associate

About Legal & General (L&G)

Legal & General (L&G) is a renowned UK-based financial services group, established in 1836. It has grown to become one of the world’s largest asset managers, committed to the financial security of its clients. The company’s investment philosophy focuses on creating long-term value while integrating financial sustainability criteria. L&G operates internationally across various sectors, including pension risk transfer, life insurance, and workplace pensions.

Their global influence extends through a comprehensive asset management business that offers responsible investment solutions, emphasizing a commitment to building a better society and improving customer lives. As of the latest reports, L&G continues to lead in sustainable practices by creating net-zero carbon workplaces by 2030.

We are looking to hire a Responsible Investment Associate to align with the key pillars of the Responsible Investment Capabilities team. This role involves executing client management across L&G’s responsible investment and stewardship initiatives. You will help advance our market-leading responsible investment proposition to fulfill commercial aims while delivering top-tier client outcomes. The role requires developing expertise in L&G’s investment and stewardship orientation, including engagement and voting processes.

There will also be a focus on supporting client engagement through the preparation of tailored content for various communications such as RFPs, DDQs, reports, and media inquiries. This offers a unique opportunity to contribute to high-quality presentations and case studies, aimed at aligning with distribution requirements. The Associate will provide data-driven insights for both routine and special reporting tasks on voting and engagement activities.

Advocacy in building expertise across investment frameworks, methodologies, and processes is key, alongside participating in governance initiatives and sustainability committees.

• Develop a robust understanding of L&G’s responsible investment and stewardship strategies.
• Draft materials and deliver precise, tailored content for meetings, RFPs, DDQs, reports, and media inquiries.
• Create high-quality presentations and standardized responses for distribution needs.
• Provide insights and analysis on voting and engagement activities for various reporting.
• Build expertise in responsible investment frameworks and processes.
• Enhance internally owned responsible investment methodologies.
• Conduct research and analysis on regulatory, market, client, and sustainability themes.
• Contribute to governance and infrastructure projects by improving data usage.

• Investments knowledge with an emphasis on sustainable investing concepts.
• Strong communication skills to articulate complex ideas effectively.
• Proficiency in research and analysis with strong MS Office skills. Familiarity with Python and AI is advantageous.
• Educational or professional experience in responsible investing.

• Participation in annual performance-related bonus plans.
• Generous pension contributions.
• Life assurance.
• Comprehensive healthcare plan for permanent employees.
• At least 25 days of holiday, with additional days after 2 years, plus public holidays.
• Options to buy and sell holidays.
• Competitive family leave policies.
• Participation in an electric car scheme via tax-efficient salary sacrifice.
• Discounts on L&G products and at various retailers.
• Investments in sustainable, modern offices as part of efforts to create net-zero carbon workplaces by 2030.