Investment Data And Reporting Manager

Royal London Group; City of Edinburgh; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

28 days annual leave

Up to 14% employer pension matching

Private medical insurance

Job summary

Royal London is hiring an Investment Data and Reporting Manager to strengthen how investment insight supports business decision making across Royal London. Sitting within the Investment Solutions team in our Adviser & Customer function, this role focuses on shaping clear, trusted investment insight that helps leaders, customers and partners understand performance, risk and outcomes.

You’ll own reporting, improve data quality, processes and controls, set Sources of Truth, govern data, and ensure

Qualifications

• Strong understanding of investment solutions and how they support business and customer outcomes (IMC qualified or equivalent preferred).
• Experience delivering investment reporting to various audiences, including retail customers and senior management.
• Experience seeking feedback to continually improve reporting quality.
• Ability to translate complex data into clear, simple formats and build business-focused insights.

Responsibilities

• Lead the delivery of clear, consistent investment insight for customers, advisers, employers, and senior leaders.
• Own and evolve investment data Sources of Truth with strong governance and ownership clarity.
• Design and embed investment reporting tailored to different audiences for effective decision making.
• Set and manage reporting priorities across the team.

Skills

Investment reporting

Data governance

Stakeholder management

Data quality

Education

IMC qualification or equivalent

Job description

Contract type: Permanent
Location: Glasgow and Manchester (Alderley Park)

Working style: Hybrid 50% home/office based
Closing date: 3rd August 2026

We’re hiring an Investment Data and Reporting Manager to strengthen how investment insight supports business decision making across Royal London.

Sitting within the Investment Solutions team in our Adviser & Customer function, this role focuses on shaping clear, trusted investment insight that helps leaders, customers and partners understand performance, risk and outcomes.

You’ll take ownership of ensuring reporting is consistent, audience-led and decision ready. Alongside enhancing core investment reporting, you’ll play a key role in improving data quality, processes and controls, and in setting clear Sources of Truth. You’ll help shape how data is governed, prioritised and communicated across the business, ensuring colleagues have the insights they need to make informed decisions.

This is a high-visibility role with genuine ownership, where you’ll work closely with senior stakeholders and influence how investment insight is used to support strategy and customer outcomes.

About the role

• Lead the delivery of clear, consistent and purposeful investment insight for customers, advisers, employers as well as senior leaders and governance forums
• Own and evolve investment data Sources of Truth, embedding strong governance, clarity of ownership and consistency of use
• Design and embed investment reporting that is tailored to different audiences, enabling effective decision making rather than just information delivery
• Set and manage reporting priorities, balancing demand, timelines and resources across the team
• Strengthen end-to-end reporting processes, risk management and control frameworks
• Act as a key point of contact for third-party data and reporting providers, overseeing service quality, issue resolution and continuous improvement

About you

• Strong understanding of investment solutions and how they support business and customer outcomes (IMC qualified or equivalent preferred)
• Experience delivering investment reporting to various audiences, in particular retail customers, and management information to senior and nontechnical stakeholders
• Experience seeking feedback and insight to continually improve the quality of reporting
• Proven ability to translate complex data into simple, clear, and easy to understand formats
• Ability to build business focused insight that supports decisions and debate
• Knowledge of data governance, controls and the broad regulations surrounding investment reporting
• Confident communicator, comfortable engaging, influencing and challenging a wide range of stakeholders
• Strong organisational, prioritisation and decision-making skills, with a continuous improvement mindset

We are dedicated to building a diverse and inclusive workplace, and your unique experiences and perspectives could be a great addition to our team.

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.

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.