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Investment Proposition Analyst

2 months ago

Edinburgh, Edinburgh, United Kingdom Royal London Full time
About the Role

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

Key Responsibilities
  • Develop, maintain, and promote the Royal London investment proposition, reacting to ever-changing market conditions.
  • Support the development, maintenance, and promotion of the investment proposition by providing expert analysis and ensuring efficient internal processes.
  • Ensure accurate and timely updates to operational investment marketing collateral.
  • Process and communicate Tactical Asset Allocation changes to multi-asset portfolios effectively.
  • Provide expert analysis, guidance, and information on the investment proposition and competitors to distribution, advisers, and customers.
  • Develop investment proposition projects and manage stakeholders through acting as investment SME for projects and committees/working groups across the RL Group.
  • Ensure effective risk management for controls and processes.
  • 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.).
  • 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 offer great workplace benefits, including 28 days annual leave, an up to 14% employer matching pension scheme, and private medical insurance.

What We Offer

We value inclusion, diversity, and belonging and strive to create a workplace where everyone feels welcome and valued.