Investment & Asset Management Analyst in London

Investment & Asset Management Analyst in London

London Full-Time 63000 - 77000 Β£ / year (est.) Home office (partial)
R

At a Glance

  • Tasks: Analyse and improve portfolio governance, insights, and reporting for Royal Mail's investment portfolio.
  • Company: Join Royal Mail, a trusted name with a commitment to transparency and community.
  • Benefits: Competitive salary, car allowance, healthcare, generous leave, and a strong pension scheme.
  • Other info: Family-friendly policies and a supportive work environment with excellent career growth.
  • Why this job: Make a real impact on transformation projects while developing your analytical skills.
  • Qualifications: Experience in data analytics, strong Power BI and Excel skills required.

The predicted salary is between 63000 - 77000 Β£ per year.

Job reference: 341296

Portfolio Analyst

Competitive salary plus car allowance, healthcare, 18% annual bonus potential, 25 days annual leave plus bank holidays rising with service and a company pension scheme with highly competitive contribution rates.

Permanent, Full time London Farringdon x4 days in office.

The Transformation Portfolio Analyst is an essential position in the Portfolio Management team, which is part of the Transformation & Capital Allocation function at Royal Mail. The role is tasked with providing and continuously improving portfolio governance, assurance, insights and reporting across the Royal Mail investment portfolio. This role is central to enabling and driving the success of the Transformation portfolio, providing full oversight and transparency of the complexities and inter-dependencies across the programmes and projects within it.

Key Accountabilities:

  • Work directly with the PMO and business unit teams to set and maintain the standards of portfolio governance across Royal Mail.
  • Oversee a comprehensive portfolio-level risk management process, identifying and assessing risks and issues at the Transformation portfolio level and working with business unit leaders to develop and track mitigation plans and provide appropriate structured reporting.
  • Actively engage with senior leadership, project sponsors and other key stakeholders to gather feedback on portfolio insights and emerging risks.
  • Identify and track key dependencies, risks and delivery constraints across the portfolio, acting as an early warning mechanism to support proactive and informed escalation.
  • Analyse portfolio performance data to identify trends, emerging risks and improvement opportunities, providing portfolio assurance and delivery confidence to senior leadership.
  • Responsible for producing executive-level reporting and portfolio insights for the Executive Board and other senior leadership forums, offering vital insights into Transformation portfolio progress and performance to enable informed decision-making on portfolio health.
  • Support with ongoing and ad-hoc project work and be the point of contact within the Transformation & Capital Allocation team for Internal Audit – coordinating and supporting audit work and following up on any actions.
  • Role model our leadership behaviours, building trust with our people across the organisation, and as part of the wider leadership community.

About You:

  • Experience in a Business Intelligence, Reporting Analyst or Data Analytics role.
  • Strong Power BI and advanced Excel skills.
  • Excellent analytical skills with a strong focus on data quality and accuracy.
  • The ability to present complex data in a clear, engaging and decision-focused way.
  • Experience working with portfolio, programme or project data (Planview experience is desirable).

Family friendly support - enhanced maternity pay, paternity leave, adoption leave and shared parental leave. Supportive and generous company sick pay. Funded Dental – As a manager you are eligible to a level of employer funded dental insurance. Health Assessment – As a manager you are eligible to an employer funded health assessment every 2 years. Benefits Account – You will have access to your personal benefits account on our 'My Bundle+' platform. There are more than 800 retail offers to help you save on things like groceries, days out, holidays and your household bills as well as employer provided and voluntary benefits to suit your lifestyle. Your Wellbeing - you and your family have 24/7 access to services and tools to help you get the most out of life. From your physical and mental health to financial and social support and advice.

Next Steps:

The next stage of the selection process will be a face to face/virtual interview consisting of competency based and role specific questions. Trust is the foundation of Royal Mail. We aim to be transparent about the qualities we seek and what a career with us entails, building trust from the start of your journey with us. To help you prepare, we'll provide your interview questions in advance, so you can have your best examples ready.

Royal Mail Group is committed to inclusion and representing the diverse communities we serve. As a proud Gold signatory to the Armed Forces Covenant, we especially encourage applications from the Armed Forces community, including cadet instructors and spouses/partners. We welcome applications from ex-Armed Forces personnel, reservists, veterans, cadet instructors and military spouses/partners.

Investment & Asset Management Analyst in London employer: Royal Mail

Royal Mail is an exceptional employer, offering a dynamic work environment at our Leeds Mail Centre, where you can be part of a significant technological transformation in the delivery services sector. With competitive salaries exceeding Β£55,000, generous leave entitlements, and a commitment to employee growth through continuous improvement projects, we foster a culture of collaboration and innovation. Join us to not only advance your career but also contribute to a company that values diversity and inclusion, ensuring every voice is heard and respected.

R

Contact Details:

Royal Mail Recruitment Team

We think you need these skills to ace Investment & Asset Management Analyst in London

Portfolio Governance
Risk Management
Data Analysis
Excel
PowerPoint
Power BI
Analytical Skills