Legal & General · 11 hours ago
Client Strategy Analyst
Chicago, IL
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $75K/yrLegal & General is a major investor across public and private markets worldwide, aiming to be a leading global investor. The Client Strategy Analyst role involves supporting client servicing and business development initiatives, ensuring high-quality client interactions and maintaining client data for effective engagement.
Financial Services
Responsibilities
Track all client correspondence/inquiries and make sure we are responding in a timely and adequate manner, reflective of the broader relationship discussions and goals. This aims to achieve coordinated, impactful, and strategic interactions
Collaborate with all internal stakeholders as necessary for every client deliverable
Produce quality draft presentation materials for client meetings reflective of client context, combining current Seismic information as well as custom client account information. Quality in this sense begins to reflect a thoughtfulness and awareness of the broader relationship goals and firmwide narrative and strategic goals
They will also maintain and enrich L&G’s internal client data model to measure and manage our client engagement
Maintain essential Salesforce data objects on their clients, inclusive of contacts, clients, accounts, meeting notes, client issues, ROLs, opportunities, products, fees, tasks, and deliverables. Quality in this sense begins to reflect thinking like an owner and appreciating how all of these pieces fit together in the overall mosaic and inspiring the rest of our organization to value this critical information
Develop an understanding and also support the ongoing maintenance all of our client data required for our custom solutions centralized in SIGMA. This involves keeping liability cashflows, external manager values, actual benefit payments, discount curves up to the date
Analysts should have a strong desire and demonstrate measurable initiative to learn the quantitative and technical aspects of our investment capabilities and hone client-facing skills
Demonstrate ability to understand portfolio positioning, characteristics, and portfolio risk management metrics across all products and begin to reflect this knowledge in their work product
Develop broad economic, market, investment, and client context knowledge and begin to reflect this knowledge in their work product
Develop communication strategies for telling the story that meets each clients’ unique needs
Develop rapport and ability to tailor our communications with clients along our client scorecard framework
They will also attend firm-wide training and professional development sessions
Qualification
Required
Self-starter and team player
Bachelor degree required
Excellent time management, multi-tasking, and organization skills
Proven listening and oral & written communication skills
Demonstrated analytical and problem-solving skills
Passion for continuous learning and development
Benefits
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
Commuter and transit programs
Supplemental health benefits including accidental injury
Critical illness and hospital indemnity insurance
Pet insurance
Company
Legal & General
Legal & General is a leading UK financial services group and major global investor.
Founded in 1836
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Joseph Stefanacci
Sr. NOC Operator
Recent News
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2025-10-06
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