Investment Partnership Relationship Analyst

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long‑term investment and savings solutions.

Through telling it like it is, owning it now, and moving it forward together with care and integrity, we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role.

• Oversee contractual arrangements with investment partners, DFMs and bond providers
• Lead commercial governance of investment partner relationships
• Review and approve non‑standard investment assets prior to onboarding
• Monitor delivery against onboarding commitments and expected platform flows
• Maintain effective oversight of AML and due diligence activities relating to offshore assets
• Ensure investment partner relationships support good customer outcomes and platform strategy
• Maintain audit‑ready evidence of onboarding decisions, monitoring activities and relationship governance
• Provide challenge and escalation where contractual expectations or commercial assumptions are not being met

• Act as relationship lead for DFMs, fund managers and bond providers
• Maintain regular governance and relationship reviews with investment partners
• Monitor service quality and responsiveness of investment partners
• Escalate relationship concerns and drive resolution activities
• Ensure investment partnerships remain aligned to strategic objectives

• Own oversight of contractual agreements and amendments relating to investment partnerships
• Lead review and challenge of contractual changes
• Coordinate with Legal and Procurement on contract updates
• Ensure contractual obligations, service expectations and commercial arrangements remain appropriate
• Maintain contractual inventories and governance records

• Review onboarding recommendations provided by SS&C
• Approve onboarding of non‑standard assets prior to implementation
• Ensure proposed assets align with platform onboarding criteria and risk appetite
• Challenge onboarding proposals where asset suitability is unclear
• Maintain evidence of onboarding decisions and approvals

• Monitor funds introduced onto the platform through investment partnerships
• Track actual flows against onboarding assumptions and expected commercial benefits
• Challenge investment partners where anticipated flows do not materialise
• Conduct periodic reviews of underutilised or dormant assets
• Recommend asset off‑boarding where there is insufficient justification for continued platform support
• Escalate material commercial or proposition concerns

• Review AML and due diligence documentation relating to offshore assets and investment partners
• Ensure documentation is complete and meets internal standards
• Challenge deficiencies and coordinate remediation
• Support compliance with platform onboarding requirements and TPRM expectations
• Maintain oversight records and approval evidence

• Oversee receipt and review of EMT information
• Escalate data quality issues and tolerance breaches
• Support fair value assessments and associated reporting requirements
• Ensure investment partner information remains accurate and complete

• Produce relationship and commercial oversight MI
• Maintain onboarding, relationship and monitoring dashboards
• Present relationship updates to governance forums
• Track actions and remediation activities through to completion
• Escalate emerging commercial, operational or customer outcome risks

• Ensure investment partnerships support delivery of good customer outcomes
• Consider customer value and…