Senior Investment Proposition Analyst
2 weeks ago
Job Title: Senior Investment Proposition Analyst
Contract Type: Permanent
Location: Edinburgh or Alderley Park
Working style: Hybrid 50% home/ office based
Closing date: 25th September 2024
We are currently recruiting for Senior Investment Proposition Analysts to join our Investment Solutions team based in Edinburgh or Alderley Park.
This is a varied and interesting role where you will be helping to develop, maintain and promote the Royal London investment proposition, reacting to ever-changing market conditions and maintaining Royal London’s current Workplace, Individual and Longstanding investment propositions.
You will support the development, maintenance, and promotion of the investment proposition, by providing expert analysis and ensuring all our internal processes are run efficiently and accurately.
About the role
- To ensure that all operational investment marketing collateral is updated accurately and on time.
- To ensure all fund data required to operate our internal processes is accurate and up to date.
- To ensure Tactical Asset Allocation changes to multi asset portfolios are processed and communicated effectively.
- To provide expert analysis, guidance and information on the investment proposition and competitors to distribution, advisers and customers.
- To be responsible for the development of investment proposition projects.
- Effective stakeholder management through acting as investment SME for projects and committees/working groups across the RL Group.
- Ensure effective risk management for controls and processes are in place.
About you
- Experience of using Lipper Investment Management System and producing fund performance statistics.
- A broad understanding of investment matters
- The ability to translate complex issues into marketable messages is essential.
- The ability to understand and work with technical information.
- 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.
- A broad understanding of investment fund structures (OEICs, Pension funds, etc.)
- An understanding of the Pensions landscape is desirable.
About Royal London
We’re the UK’s largest mutual life, pensions and investment company, offering protection, long-term savings and asset management products and services.
Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.
We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits
Inclusion, diversity and belonging
We’re an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.
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