Investment Analyst, Private Markets
Phoenix Group·London·United Kingdom·Private Market
Phoenix Group is hiring a Investment Analyst, Private Markets in London. Posted 2026-09-25; applications close 2026-11-24 (in 58 days).
Role details
Job Overview
Job Type: Permanent
Location: London. There is flexibility to work between the office and home; specific arrangements will be discussed during the recruitment process to balance personal needs with business requirements.
Read more about flexible working here.
Salary and Benefits: From £45,000 - £60,000 (subject to experience), plus bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days, and more.
Closing Date: 9th October
If you have a willingness to learn, curiosity to explore new opportunities, and drive to develop your career in investments—specifically assessing Structured Credit & Mortgage investments (including Mortgage Solutions, Equity Release Mortgages, Securitisations, Asset-Backed Finance, and Insured Credit)—our Private Markets team wants to hear from you! We are looking for someone who takes initiative, embraces new challenges, is ready to roll up their sleeves, and is excited about building a long-term career in Private Markets.
About Standard Life
We are Standard Life, a retirement specialist focused entirely on retirement savings and income. For over 200 years, we have championed the belief that everyone's journey to and through retirement can be better, helping our customers plan and prepare for their financial futures.
Life is increasingly complex, uncertain, and unpredictable. We offer our colleagues flexibility, trust, and benefits that adapt to life's challenges. In return, we expect curiosity, connection, accountability, and high standards. We create space for what matters so you can bring your best, every day.
The Role
This is an exciting opportunity to develop your career within Private Markets, supporting the delivery of strong investment outcomes across Standard Life's approximately £300bn in assets under administration. As part of the Real Assets team within Capital Markets, you will collaborate with experienced investors and transaction specialists to originate, analyze, execute, and manage investments across Infrastructure, Asset-Backed Lending, Real Estate Debt, Long Income, and other Private Markets strategies.
Working closely with colleagues across Private Markets and RS&AM, you will support complex transactions from initial assessment through to ongoing portfolio management, while contributing to the evolution of Standard Life's Real Assets proposition. The role offers broad exposure to investment origination, execution, and asset management, providing an excellent platform to deepen your technical expertise, build market relationships, and establish a long-term career in Private Markets.
Key Responsibilities
- Analyze and assess private markets investment opportunities, including transaction structuring, risk assessment, and financial modelling.
- Support the sourcing, execution, and ongoing management of investments across Structured Credit and wider Private Markets strategies.
- Conduct credit and relative value analysis to identify attractive investment opportunities and enhance portfolio returns.
- Build and maintain cash flow models and develop investment recommendations to support decision-making.
- Assist in negotiating commercial, financial, and legal terms to optimize risk-adjusted outcomes.
- Partner with internal and external stakeholders to progress transactions through approval and execution.
- Monitor portfolio performance, emerging risks, and covenant compliance, supporting asset management and restructuring activities as required.
- Contribute to strategic initiatives, market research, and investment insights that expand and enhance the firm's investment capabilities.
What We Are Looking For
This role is ideal for candidates who have built a strong foundation through a graduate programme or within RS&AM and are looking to advance into a front-office investment position. We value potential, curiosity, and learning agility alongside existing technical experience, and we are committed to supporting the successful candidate in continuously developing their investment expertise and market knowledge.
Experience & Skills
Essential:
- Experience in an investment role (buy-side or sell-side), with exposure to assessing Private Debt instruments as well as Structured Credit & Mortgage investments (Mortgage Solutions, Equity Release Mortgages, Securitisations (including ABS/CLO), Asset-Backed Finance, and/or Insured Credit).
- Broader cross-asset experience and familiarity with market participants.
- A track record of high-quality delivery, including the ability to manage multiple workstreams and priorities effectively.
- Experience operating in environments requiring strong self-direction, prioritization, and effective stakeholder management.
- Advanced proficiency in Excel, Word, and PowerPoint; familiarity with Intex and/or VBA is advantageous.
- Strong problem-solving and analytical skills, with the ability to deliver high-quality output quickly and with attention to detail.
Desirable:
- Understanding of Solvency II regulation and the Matching Adjustment framework.
- Experience structuring investments within complex regulatory environments.
- Exposure to securitisations and/or ERM & mortgages solutions.
- Exposure to investment origination and ongoing asset surveillance, including familiarity with commercial, contractual, and legal negotiation concepts.
- Established or developing network across relevant market participants.
Personal Attributes
Success in this role is driven not only by present knowledge but also by a willingness to learn, curiosity to explore new opportunities, and a drive for development. We seek someone who takes initiative, embraces new challenges, is ready to roll up their sleeves, and is enthusiastic about a long-term career in Private Markets.
- Curious, proactive, and motivated to learn, with a genuine interest in developing a career within Private Markets.
- Collaborative and adaptable, building positive relationships and contributing effectively across diverse teams and perspectives.
- Strong analytical and critical thinking skills, with the ability to assess information, identify key insights, and make sound judgments.
- Clear and confident communicator, capable of explaining complex ideas to various audiences.
- Strong relationship-building and stakeholder management skills, with the ability to establish credibility and influence effectively.
- Organized and resilient, able to balance multiple priorities while maintaining a high standard of work.
Qualifications
Degree-level education or equivalent professional experience. Additional study such as a Master's degree, CFA, CQF, or similar qualifications would be beneficial but are not essential.
Our Commitment
We want to hire the whole version of you.
We are committed to ensuring every applicant feels accepted and welcome, regardless of background. If your experience differs from what is advertised but you believe you can bring value, we encourage you to apply. If you require any adjustments to the recruitment process, please let us know so we can support you to perform your best.
We are reviewing applications as they are received and may close the role before the stated deadline, so please apply early.
Additional Resources:
- Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates
- Find or get answers from our colleagues: www.standardlifeplc.com/careers/talk-to-us
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Applying to this role
This Investment Analyst, Private Markets role at Phoenix Group runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.
Jorb AI tracks details for Investment Analyst, Private Markets at Phoenix Group. Postings refresh hourly from primary careers pages. Job details mirror the firm's posting; the apply link goes directly to the source. Last refreshed 2026-09-26.
