Investment Office Analyst

Job Title: Investment Office Analyst

Contract Type: Permanent

Location: Edinburgh or Alderley Edge 

Closing date:  30th March 2023

At Royal London we believe your difference is our strength and our organisation benefits from the different perspectives that diversity brings. Studies have shown that people from under-represented groups are less likely to apply unless they meet every requirement. So, if you’re excited about this role but your past experience isn't a perfect fit with the job description, we encourage you to apply anyway as you may be the right candidate for this or other opportunities.

About the role

The Investment Office Analyst will be responsible for oversight, and assessment of our asset managers across investment performance, operations, responsible investment, and climate change aspects. 

This offers the successful candidate the opportunity to get involved in a broad range of activities such as data analysis, management reporting, working with cross functional teams and managing key stakeholder relationships.

You’ll be part of a high performing, highly collaborative team delivering expertise and insight to help deliver Royal London’s investment strategy, ensuring we deliver desired outcomes across our investment propositions. You will gain valuable exposure to ESG targets by assessing and reporting on factors impacting our investments.

The Investment Office team sits within Group Finance and is responsible for delivering to the Group’s investment philosophy and beliefs, including setting, and executing the Group’s investment strategy, appointing, and overseeing asset managers across and selected execution activity over c.£105bn of investment assets on behalf of our customers and members.

Key responsibilities

• Monitor, assess, and drive insight across asset manager performance, including operational capabilities, customer outcomes, and environment, social and governance (ESG) targets, in line with our Asset Manager Oversight frameworks
• Support the selection, ongoing assessment and due diligence of Royal London’s asset managers and investment portfolios, through analysis and assessment of their Philosophy, Processes, People & Performance
• Support the planning, execution, and oversight of investment activity
• Deliver investment analysis and insight to drive forward key investment initiatives and provide support in relation to investment matters to the Group’s investment governance committees
• Contribute more broadly to the team’s activities, including in respect of the setting of investment strategy and development of strategic initiatives to deliver this

Criteria

• Background in Financial Services in a similar role or in Investment Operations
• Knowledge of investment funds, preferably across different investment vehicles, with an understanding of asset management activity, mandates, and fund operations
• Ability to interrogate, analyse and assess data, using platforms such as MSCI, Bloomberg, AssetQ, PowerBI, Tableau is desirable
• Ability to produce high quality, succinct written investment reports, driven by insight
• Collaborative working ethos, strong interpersonal skills, and ability to adapt across key Investment Office disciplines

What we offer

We've always been proud to reward our employees by offering a number of great benefits including:

• A generous group pension scheme (up to 14% matching employer contribution)
• 28 days annual leave plus bank holidays with the option to buy/sell up to 5 days
• Annual company and performance-based bonus
• Life assurance (up to 8 x annual salary)
• Enhanced parental leave policies
• Private medical insurance
• Employee Assistance Programme - Access 24/7 to confidential health, legal & financial advice

Full details can be found on our benefits page

About Royal London

Royal London is the largest mutual life insurance, pensions, and investment company in the UK.  Since its foundation 160 years ago, Royal London has supported millions of people to protect and provide for themselves and their families.

At Royal London, our People Promise is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This promise has been at the heart of our approach to hybrid working, ensuing a balance of time working in our offices, supporting the culture of collaboration and inclusion and some working time from home, so we can all continue to benefit from the flexibility this brings. Our hybrid working approach is built around our mutual mindset, thinking about what is good for us as individuals (the ‘me’) and in the context of what is right for our customers, our colleagues, and The Royal London group (the ‘we’). Together we belong- collaborate – learn and perform.

Our expectation is that colleagues working in hybrid roles will come into the office for 50% of their time, and the rest from home. We want to be as consistent as we can with our approach, but we also appreciate some colleagues need adjustments based on personal circumstances. (e.g., to support a disability, or caring responsibility) and / or may wish to formally seek a flexible working pattern in line with our flexible working policy.

We appreciate the world of work continues to evolve and we will continue to listen to our colleagues’ views on this whilst ensuring our on-going approach is right for our business and customers

We are an equal opportunities employer. We work hard to attract the best talent for our award-winning team. We believe that embracing difference makes us stronger. Our diverse people bring us different skills – whatever their educational background, disability, gender, age, sexual orientation, race, religion, or belief.

Our Alderley Park office is situated in 400 acres of natural parkland, based 2.2 miles south of Alderley Edge and 6.5 miles from Macclesfield in our newly refurbished site. We offer a free shuttle service to and from the office from Wilmslow train station and offer free on-site parking with electric car charging points.