Investment Office Analyst

Royal London; City Of London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading mutual life and pensions company is looking for an Investment Office Analyst to enhance investment capabilities for the BPA business. The successful candidate will analyze complex information, manage relationships with stakeholders, and support investment approvals. Candidates are expected to have experience in financial services and strong problem-solving skills. The role offers a hybrid working style, combining home and office work.

Benefits

28 days annual leave

Up to 14% employer matching pension scheme

Private medical insurance

Qualifications

• Previous experience in financial services, preferably in investment.
• Good understanding of BPA business investments and Solvency UK Matching Adjustment regulations.

Responsibilities

• Support process for internal approvals and onboarding new asset classes.
• Assist in building relationships with stakeholders and asset managers.
• Support review of investments in Matching Adjustment Portfolio.

Skills

Ability to analyse complex information

Excellent problem-solving skills

Excellent communication and interpersonal skills

Adaptable and effective in dynamic environments

Education

Progress towards CFA or equivalent qualification

Job description

Job Title: Investment Office Analyst

Contract Type: Permanent

Location: London or Edinburgh

Working style: Hybrid 50% home/office based

Closing date: 1st December 2025

Royal London Group has an exciting opportunity for an Investment Office Analyst to join our team. This role sits within Royal London's Investment Office as part of the team responsible for the investment management of our Bulk Purchase Annuity (BPA) and annuity business.

The BPA and annuity business is a key area of growth for Royal London. We believe that we are ideally placed to be a partner of choice for our clients, whilst also providing attractive returns, diversification and future financial protection for existing Profit Share members and Royal London.

In this role you will collaborate closely with our asset management partners to enhance and advance the Group's investment capabilities. Your contribution will help shape strategies that optimise the performance of our growing BPA business and deliver sustainable value.

The Investment Office is committed to supporting the successful candidate within this role as our BPA business grows.

About the role

• Support the process of obtaining internal approvals and the onboarding of new asset classes to support the BPA business
• Assist in building new and existing relationships with key stakeholders within the Royal London Group as well as external asset managers
• Support senior colleagues in reviewing, challenging and influencing new investments in the Matching Adjustment Portfolio
• Support the review of portfolios constructed to back new BPA transactions.
• Produce and / or actively contribute to papers, presentations, reports etc. in line with Investment committee(s) agenda(s)

About you

• Ability to analyse complex information with accuracy and to evaluate information critically
• A keen eye for detail combined with excellent problem-solving skills
• Previous experience of working within financial services, preferably within an investment focused role
• Good understanding of the types of investments and derivatives used by insurers for BPA business and a basic understanding of Solvency UK Matching Adjustment regulations.
• Excellent communication and interpersonal skills with a variety of internal and external stakeholders.
• Adaptable and effective when handling multiple tasks and managing priorities in a dynamic environment
• Progress towards CFA, Actuarial, or equivalent professional qualification would be advantageous.

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.