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Investment Proposition Specialist

2 months ago

Edinburgh, Edinburgh, United Kingdom Royal London Full time
Senior Investment Proposition Analyst

We are seeking a highly skilled Senior Investment Proposition Analyst to join our Investment Solutions team in Edinburgh or Alderley Park.

About the Role

This is a challenging and rewarding role where you will be responsible for developing, maintaining, and promoting the Royal London investment proposition. You will work closely with our investment team to ensure that our internal processes are run efficiently and accurately.

Key Responsibilities
  • Develop and maintain the investment proposition, ensuring it is up-to-date and aligned with market conditions.
  • Provide expert analysis and guidance on the investment proposition and competitors to distribution, advisers, and customers.
  • Support the development of investment proposition projects, ensuring effective stakeholder management and risk management.
  • Collaborate with the investment team to ensure accurate and timely updates to operational investment marketing collateral.
  • Ensure all fund data required to operate our internal processes is accurate and up-to-date.
  • Process and communicate Tactical Asset Allocation changes to multi-asset portfolios effectively.
Requirements
  • Experience of using Lipper Investment Management System and producing fund performance statistics.
  • A broad understanding of investment matters, including investment fund structures (OEICs, Pension funds, etc.).
  • Experience of building communications material for consultants to use with intermediaries is desirable.
  • A good understanding of Microsoft Office packages, specifically Excel at intermediate level.
About Royal London

We are the UK's largest mutual life, pensions, and investment company, offering protection, long-term savings, and asset management products and services. We pride ourselves on offering great workplace benefits, including 28 days annual leave, an up to 14% employer matching pension scheme, and private medical insurance.

We are committed to inclusion, diversity, and belonging, and we welcome applications from candidates from all backgrounds.