Investment Analyst, Private Markets

CFA Institute; Greater London; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Bonus

Private medical cover

38 days annual leave

Excellent pension

Life assurance (12x salary)

Job summary

Standard Life is seeking a career-focused investment professional to join Private Markets within the Real Assets team in London. You will originate, analyse, execute and manage investments across Infrastructure, Real Estate Debt, and related strategies, supporting portfolio management and valuation.

The role offers exposure to deal origination, execution and asset management, plus collaboration with RS&AM and market participants.

Qualifications

• Experience in an investment role (buy-side or sell-side) with exposure to Private debt instruments and Structured Credit & Mortgage investments.
• Strong delivery track record with multiple workstreams and priorities.
• Self-directed work style with effective stakeholder management.
• Advanced proficiency in Excel, Word and PowerPoint; Intex/VBA advantageous.

Responsibilities

• Analyse and assess private markets investment opportunities, including transaction structuring, risk assessment and financial modelling.
• Support sourcing, execution and ongoing management of investments across Structured Credit and other Private Markets strategies.
• Conduct credit and relative value analysis to identify attractive opportunities and enhance returns.
• Build cash flow models and investment recommendations to support decisions.
• Assist in negotiating terms to optimise risk-adjusted outcomes.
• Partner with internal and external stakeholders to progress transactions through approval and execution.
• Monitor portfolio performance, risks and covenant compliance, supporting asset management.
• Contribute to market research and investment insights to expand capabilities.

Skills

Investment experience

Self-direction

Stakeholder management

Excel/PowerPoint

Analytical skills

Education

Degree-level education

Tools

Intex

VBA

Job description

Job Description

Job Type: Permanent

Location: London and there will be some flexibility to work between the office and home, and we will discuss what is important to you and balancing this with business , and we will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about flexible working here.

Salary and Benefits: from £45,000 - £60,000 (subject to experience), plus bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

Closing Date: 9th October

If you're someone who has willingness to learn, curiosity to explore new opportunities and drive to further develop your career in investments (i.e. assessing Structured Credit & Mortgage investments (Mortgage Solutions, Equity Release Mortgages, Securitisations (including ABS/CLO), Asset-Backed Finance and/or Insured Credit), our Private Markets team would love to hear from you!

We're looking for someone who takes initiative, embraces new challenges, rolls up their sleeves when needed and is excited about building a long-term career in Private Markets.

Who are we?

We're Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone's journey to and through retirement can be better, and for more than 200 years, we've been helping our customers plan and prepare for their financial futures.

Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.

The Role

This is an exciting opportunity to develop your career within Private Markets, helping to deliver strong investment outcomes across Standard Life's c.£300bn assets under administration. As part of the Real Assets team within Capital Markets, you'll work alongside experienced investors and transaction specialists to originate, analyse, execute and manage investments across Infrastructure, Asset-Backed Lending, Real Estate Debt, Long Income and other Private Markets strategies.

Working closely with colleagues across Private Markets and RS&AM, you'll support complex transactions from initial assessment through to ongoing portfolio management, while contributing to the continued evolution of Standard Life's Real Assets proposition. The role offers broad exposure to investment origination, execution and asset management, providing an excellent platform to deepen your technical expertise, build market relationships and develop a long-term career within Private Markets.

Key Responsibilities

• Analyse and assess private markets investment opportunities, including transaction structuring, risk assessment and financial modelling.
• Support the sourcing, execution and ongoing management of investments across Structured Credit and wider Private Markets strategies.
• Conduct credit and relative value analysis to identify attractive investment opportunities and enhance portfolio returns.
• Build and maintain cash flow models and investment recommendations to support decision-making.
• Assist in negotiating commercial, financial and legal terms to optimise risk-adjusted outcomes.
• Partner with internal and external stakeholders to progress transactions through approval and execution.
• Monitor portfolio performance, emerging risks and covenant compliance, supporting asset management and restructuring activity where required.
• Contribute to strategic initiatives, market research and investment insights that expand and enhance the firm's investment capabilities.

What we're looking for

This role would suit colleagues who have built strong foundations through our graduate programme or within RS&AM and are looking to take the next step into a front-office investment role. We value potential, curiosity and learning agility alongside existing technical experience, and will support the successful candidate in continuing to develop their investment expertise and market knowledge.

Experience & Skills

• Essential:
• Experience in an investment role (buy-side or sell-side), with exposure to assessing Private debt instrument as well as Structured Credit & Mortgage investments (Mortgage Solutions, Equity Release Mortgages, Securitisations (including ABS/CLO), Asset-Backed Finance and/or Insured Credit); broader cross-asset experience and familiarity with market participants
• Track record of high-quality delivery, including the ability to manage multiple workstreams and priorities
• Experience operating in environments requiring strong self-direction, prioritisation and effective stakeholder management
• Advanced proficiency in Excel, Word and PowerPoint; familiarity with Intex and/or VBA is advantageous
• Strong problem-solving and analytical skills, with the ability to deliver high-quality output at pace and with attention to detail
• Desirable:
• Understanding of Solvency II regulation and the Matching Adjustment framework
• Experience structuring investments within complex regulatory environments
• Exposure to securitisations, and/or ERM & mortgages solutions
• Exposure to investment origination and ongoing asset surveillance, including familiarity with commercial, contractual and legal negotiation concepts
• Established or developing network across relevant market participants

Personal Attributes

• Curious, proactive and motivated to learn, with a genuine interest in developing a career within Private Markets.
• Collaborative and adaptable, building positive relationships and contributing effectively across diverse teams and perspectives.
• Strong analytical and critical thinking skills, with the ability to assess information, identify key insights and make sound judgements.
• Clear and confident communicator, able to explain complex ideas in a way that is accessible to different audiences.
• Strong relationship-building and stakeholder management skills, with the ability to establish credibility and influence effectively.
• Organised and resilient, able to balance multiple priorities while maintaining a high standard of work.

Qualifications

Degree-level education or equivalent professional experience. Additional study such as a Master's degree, CFA, CQF or similar qualifications would be beneficial but are not essential

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Find out more about working at Standard Life

• Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.standardlifeplc.com/careers/talk-to-us