The Finance Manager will be responsible for overseeing, analyzing, and reporting on assets under management, inflows/outflows, revenue, and expenses.

Responsibilites 

• Enhanced financial planning and analysis.
• Production of timely and externally focused monthly information packs for the Executive Committee
• Production of financial reporting materials for quarterly board meetings
• Update and analyze forecasted financials on a monthly basis.
• Review of monthly outputs from Global financial control teams, including revenue, expenses, flows, AUM, and Annual Net New Revenue
• Engage with ExCo and other contacts in the business on a routine and ad hoc basis (e.g. monthly cost pack reporting, budget inquiries, hiring activity, etc.)
• Update financial manuals and procedures.
• Updating of the planning and budget processes (for all areas of the business including headcount, expenses, flows, AUM, revenue, and fee rates)
• Liaise with global Finance Teams to develop and maintain best practices
• Assist in the financial evaluation of strategic initiatives (e.g. product launches, entering new markets, establishing business presence in new locations)
• Involvement in and supporting the delivery of automated reporting through Tableau

Qualifications

• BS/MA degree in Finance or Accounting; CPA preferred.
• 5+ years post-qualification asset management experience
• Advanced Excel skills; proficiency in Microsoft Word, PowerPoint, and Outlook
• Excellent communication and presentation skills
• Strong business acumen, self-starter, quick learning, and clarity of thinking
• Strong organizational, analytical, and interpersonal skills
• Problem solving skills and initiative
• Strong attention to detail and an investigative nature
• Self-motivated to learn new concepts and participate in new projects

About LGIM America

LGIM America (LGIMA) was founded in 2006 with the purpose of helping people achieve their long-term financial goals. We offer a range of strategies to help our institutional clients (corporations, healthcare agencies, non-profit, education, public plans and Taft-Hartley) manage their investment objectives, which can range from market-based alpha-oriented strategies to those that are designed to be more liability-centric, derivative overlays, or indexed solutions. Encouraging a diverse and inclusive environment coupled with a solutions-focused culture allows us to increase our breadth of knowledge and the likelihood of improved client outcomes and stronger financial performance. We have teams of experienced, innovative professionals committed to helping plan sponsors meet their pension promises, managing investment exposures efficiently to seek enhanced returns while mitigating risks, and working to generate returns while making a positive societal difference. As of June 30, 2022, LGIM America had $224 billion in assets under management.

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