Investment Proposition Analyst

Contract Type: Permanent
Location: Edinburgh
Working style: Hybrid (50% home / office based)
Closing date: 2nd April 2026

About the team

Our Investment Solutions team designs develops and maintains market leading investment propositions that help customers build financial resilience and achieve their long term goals.

As an Investment Proposition Analyst youll be part of the team that shapes how our investment solutions evolve. This role offers excellent breadth and is well suited to someone looking to build experience across proposition development investment analysis governance reporting and insight generation - with full support to grow your skills over time.

About the role

You will work across a variety of activities that support the design review and ongoing management of our investment propositions. You dont need to be an expert - were looking for someone with curiosity capability and the right mindset to learn.

In this role you will:

• Support the development and maintenance of our investment propositions.
• Contribute to proposition reviews by analysing data generating insights and helping shape recommendations.
• Support the production and maintenance of accurate fund data and monthly performance statistics used across customer facing materials.
• Assist in updating and maintaining investment collateral and communications to ensure they are accurate clear and compliant.
• Monitor market developments competitor movements and investment trends to inform proposition thinking.
• Help track issues and actions working with colleagues across the business and within governance forums.
• Prepare clear and accurate communications summaries and presentations for stakeholders.
• Work with large datasets turning information into meaningful actionable insights.
• Provide support to investment mailbox ensuring timely and accurate responses.
• Operate within established risk control and governance expectations completing mandatory training and adhering to relevant policies.

This role provides real variety handson learning and the opportunity to develop deep expertise in the investment proposition space.

About you

We are looking for mindset and potential first - you dont need to meet every criterion below. What matters is your attitude capability and willingness to grow.

Attitude & Mindset

You will thrive if you are:

• Curious inquisitive and eager to learn.
• Open to new ideas and proactive about your own development.
• Resilient and willing to use feedback constructively.
• Customer minded thinking about how decisions impact customers and advisers.
• Someone with a strong work ethic who takes pride in accuracy and quality.
• Comfortable working in a dynamic and evolving environment.

Skills

Were looking for strengths in several of the following areas:

• Strong attention to detail and planning and organisation skills.
• Ability to interpret data and draw meaningful insights.
• Experience working with larger datasets and distilling them into clear messages.
• Ability to translate complex technical ideas into simple commercial language.
• Effective stakeholder engagement and communication skills.
• Solid Excel and PowerPoint capability with interest in developing further.
• Ability to work both independently and collaboratively within a team.

Technical Knowledge (nice to have not essential)

An interest or foundation in any of the following would be helpful:

• Investment markets propositions structures and asset classes.
• Workplace and individual pensions and ISA.
• Regulatory and governance requirements (e.g. COBS COLL VFM Consumer Duty).
• Tools and analytics such as Lipper FE Analytics performance analytics.
• Modern techniques and tools such as CoPilot PowerBI Power Automate or enhanced ways of working.
• Comfortable working with technical investment information and turning it into clear outputs.

Experience (helpful but not required)

You may bring experience from:

• An investment product actuarial proposition or similar analytical role.
• Producing or updating fund data performance statistics or recurring reports.
• Supporting proposition or productrelated projects from design to operational delivery.
• Working within established risk frameworks governance structures or audit expectations.
• Providing investment insight to advisers distribution teams or customers.
• Working within a pension or longterm savings provider - including servicing operations distribution support insight roles or customerfacing environments.
• Supporting investment or proposition helpdesks/mailboxes and maintaining accurate responses.
• Creating regular reporting outputs such as fund factsheets competitor comparisons performance packs market updates or board/committee papers.

Again you dont need to tick all the boxes. We welcome applicants who demonstrate the right mindset and potential to grow.

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.