L&G – Asset Management, America · 1 day ago
Client Strategy Analyst
Chicago, IL
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $75K/yrL&G Asset Management is a major investor with a focus on creating long-term value for clients. The Client Strategy Analyst role involves supporting client servicing and business development initiatives while embodying strategic communication and decision-making. Analysts will work with a dedicated relationship team to analyze economic issues and investment markets, ensuring high-quality client interactions and materials.
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
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
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
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
L&G – Asset Management, America
L&G's asset management division is a major global investor across public and private markets, with $1.4 trillion.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet.
Founded in 2006
201-500 employees
H1B Sponsorship
L&G – Asset Management, America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (1)
2022 (6)
2021 (7)
2020 (2)
Funding
Current Stage
Growth StageLeadership Team
Aaron Meder
CEO
Pat Ryan
Chief Financial Officer
Recent News
Legal & General Group
2024-04-26
Pensions & Investments
2024-04-26
Company data provided by crunchbase