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. Details below.
To help us manage applications effectively, we reserve the right to close this vacancy early once we have received a high number of applications or identified enough suitable candidates for the next stage of the process. We encourgage you to apply as early as you can.
Royal London Asset Management is looking for a Senior Investment Analyst to join our Property team on a 14-month fixed term contract. You will play a key role in supporting the delivery of multi-sector investment strategies by providing high-quality investment analysis, financial modelling, and transaction structuring expertise across a range of property initiatives.
Working closely with the Investment Director, Portfolio Fund Managers, and wider Property team, you will contribute to the development of new investment propositions, support cross-fund portfolio business planning, and provide analytical insight to inform asset-level business plans. This is an excellent opportunity to influence investment decision-making and help drive the performance and growth of RLAM’s property portfolios.
About the role
- Report directly to the Portfolio Fund Manager, providing analytical support to inform multi-sector investment strategy and decision-making.
- Deliver detailed investment analysis and financial modelling to evaluate new property investment opportunities and propositions.
- Support the structuring of transactions, helping to assess risk, return, and overall investment viability.
- Partner with Portfolio Fund Managers to provide cross-fund investment analysis and financial modelling for portfolio business plans.
- Produce high-quality financial analysis and performance forecasts to support strategic planning across property funds.
- Work closely with the wider Property team to develop and enhance asset business plans through robust investment insights and modelling expertise.
About you
- Previous exposure to real estate business is required. The candidate is expected to have excellent in-depth knowledge of the property investment and occupational sectors, the wider economy and the other asset classes.
- Maintain a clear understanding and experience of wide range of investment processes, including valuation approaches, development and funding.
- Good understanding and experience of asset management, investment and development processes, including valuations, DCF appraisals and financial models.
- Exhibit an ability to work on one’s own and within a team framework and provide mentoring, coaching and advice to other members of the team.
- Ensure a sound knowledge of legal/economic framework and their impact upon property investment market.
- CFA / IA / ACA / MRICS Qualified (or similar professional qualification) preferred.
- Systems – Experience with Anaplan (highly desirable), Power BI and Argus Enterprise considered a plus. Strong Excel skills with experience in financial modelling.
About Royal London Asset Management
Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK’s leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients’ capital, exercising their rights and influencing positive change.
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.
Message from Allocator Jobs: To help prepare you for this role, take a look at the Institutional Allocator (IA) program from our partnership organization, the Allocator Training Institute. The IA program curriculum gives you a solid foundation of investing from the allocator’s perspective. You’ll learn how to evaluate investment managers, create an ‘endowment-model’ multi-asset class portfolio, and the quantitative tools necessary to succeed in the role. The three-part program can be completed in less than one year and exams are available every quarter-end month. This is the program that will help you start and then accelerate your allocator career. Reach out if you have any questions.
