Senior Investment Analyst, Policyholder Investment Office (PIO)
Fa Enor Saasfaprod1 Open · verified Oct 21, 2026 At a glance
Senior Investment & Corporate Development role at Fa Enor Saasfaprod1. Birmingham · from £60,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Oversee asset allocation and put allocation decisions into practice across policyholder portfolios
- Track results from multi-asset funds and help shape new multi-asset offerings
- Prepare input for senior governance discussions on portfolio oversight, monitoring and implementation
- Coordinate investment matters with internal and external stakeholders
- Cover portfolio management alongside investment operations, stewardship and development
What you bring
- You have deep multi-asset portfolio management experience, including putting strategic asset allocation into practice and monitoring it
- You bring investment markets, strategy and fund management expertise from an asset manager or life company investment office
- You understand policyholder fund governance, operating models, fund structures and relevant legal, tax and regulatory considerations
- You know equities, fixed income and illiquid alternatives, and how they apply to policyholder funds and products
Who this fits
This senior role suits an experienced investment professional with a strong multi-asset and policyholder fund background. It is a 12-month fixed-term contract, based in Edinburgh, London or Birmingham with a mix of office and home working. Part-time, job-share and other flexible arrangements can be discussed.
From the employer
We’re looking for a Senior Investment Analyst to join our Policyholder Investment Office. If you’re looking for a new challenge with an organisation committed to putting customers first, aiming high and working together, you’ll thrive here.
Job Type: Fixed Term Contract (12 months)
Location: Hybrid - This role could be based from our Edinburgh, London or Birmingham offices with time spent working from home and from the office.
Flexible working: All roles are open to part-time, job-share and other types of flexibility. 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 £60,000 depending on 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.
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
We have an incredible opportunity to join us as Senior Investment Analyst in our Policyholder Investment Office team. The Policyholder Investment Office is responsible for £240bn of customer money. This is a key role in the team, responsible for portfolio management of Policyholder Funds, covering all aspects of investment, operations, stakeholder management, stewardship and development.
Key responsibilities
Asset Allocation oversight and Implementation
Performance monitoring of Multi Asset funds
Supporting the development of new Multi Asset propositions
Providing input to senior governance forums covering all aspects of Multi Asset Portfolio Management, oversight, monitoring and implementation
Stakeholder management across internal and external parties
What are we looking for?
In depth knowledge and experience of Multi Asset portfolio management including SAA implementation and SAA monitoring.
In-depth knowledge and experience of investment markets, investment strategy and fund management methodologies, gained in the asset management industry or Life company Investment Office.
Understanding of all aspects of investment management, investment operations, regulatory environment, evolution, policyholder outcomes and product types.
Experience and knowledge of investment management operating models, fund structures and asset classes including; equities, fixed income and alternatives (illiquids) and their application in Policyholder funds and products.
In-depth knowledge and experience of policyholder (Asset Owner) fund governance, coupled with a broad understanding of the legal, tax and regulatory environment.
Additional / Desirable
Experience of Aladdin, by BlackRock, would be beneficial.
Industry recognised investment qualifications such as CFA/CAIA/IMC
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 your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
We’re reviewing applications as they come in, so apply early to avoid missing out.
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