Senior Investment Office Analyst
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Job Summary
Job Title: Senior Investment Office Analyst
Contract Type: Permanent
Location: Alderley Edge Edinburgh or London
Working style: Hybrid 50% home/office based
Closing date: 12th January 2026
This is a great opportunity to move into a senior analyst role within the Investment Office. You will be responsible for undertaking analysis and ongoing oversight of our Asset Managers. Working in the Investment Performance team you will play a leading role in the successful oversight of the Groups assets and associated assessment of the Asset Managers we invest with. The role offers the successful candidate the opportunity to oversee monitor analyse and report on investment performance across the Groups investment assets.
The Investment Office team sits within Group Finance and is responsible for delivering in line with the Groups investment philosophy and beliefs including setting and executing the Groups investment strategy appointing and overseeing asset managers and selected execution activity on over 100bn of assets on behalf of our customers and members.
About the role
Assess Asset Managers investment performance across multiple asset classes regions and sectors relative to:
-Strategic Asset Allocation outcomes
-Tactical Asset Allocation outcomes
-Performance benchmarks and risk measures
-Competing providers
Plan and undertake reviews of investment portfolios across a range of asset classes notably equities fixed income and private assets. Including the assessment of Investment philosophy process people and performance.
Use market analysis and insight to investigate and challenge areas where performance is out of line with expectations.
Run day-to-day performance oversight processes and tasks in line with the approved Investment Office performance framework.
Produce and / or actively contribute to investment reports papers and presentations to drive forward key Investment Office initiatives.
About you
Strong understanding of investment performance and risk assessment methodologies and metrics.
Experience assessing investment performance preferably across different investment vehicles including segregated mandates Unit Linked funds OEICs Unit Trusts etc.
Ability to understand interrogate and analyse financial and market data attribute and understand impacts on investment returns including peer group analysis.
Ability to produce high quality succinct written market commentary and investment reports.
Strong knowledge of Excel Aladdin and/or Lipper preferable.
A relevant degree CISI or CFA qualifications.
About Royal London
Were the UKs 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.
Weve 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
Were 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.
Required Experience:
Senior IC
Key Skills
- Wealth Management
- Cash Flow Analysis
- Investment Experience
- Asset Management
- Analysis Skills
- Securities Law
- Equity Research
- Investment Management
- Private equity
- Process Management
- Financial Modeling
- Bloomberg
About Company
From Pensions to Retirement, Savings, Investments and Life Insurance, Royal London has been helping people plan for life’s financial milestones since 1861.
