Investment Operations Senior Analyst

Phoenix Group

Flexible working is a core part of our employee offering and it's advertised as standard on all our job adverts, including being open to part-time (e.g. 4 day week @ 80% salary)

Only considering candidates eligible to work in Telford, UK ⚠️

Salary and benefits: up to £55,000 (subject to experience) + Asset Management bonus, excellent pension scheme, private medical insurance, electric vehicle scheme, 38 days holiday incl. Bank Holidays, plus 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more!

Job Type:  Maternity cover c.15-month FTC/Secondment

Reporting to: Investment Operations Manager

Location & Flexible Working: Initially this role will be working closely with our Telford-based Investment Operations teams so we’ll need you to travel to our Telford office frequently, particularly while you’re learning the current fund structure and operational processes. We recognise the benefits of flexible working and will discuss what is important to you and balancing this with business requirements during the recruitment process.

You can read more about Phoenix Flex here.

We have a great opportunity to join us here at Phoenix Group as an Investment Operations Senior Analyst providing technical support to colleagues in our Investment Operations teams as well as being involved in delivery of change initiatives, from process improvement to strategic change. This is a maternity cover role and therefore will be hired on a temporary basis.

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

The role

Our Investment Operations team are responsible for the administration of around 2,000 unit-linked and with-profits funds with over 9,000 pricing series linked to them. Our roles vary from oversight of fund accounting and unit pricing to maintenance of customer facing data for our funds.

We’re looking for someone to use their knowledge, experience and qualifications to support delivery of change across our unit-linked life and pension, and with-profits business.

You’ll need to be able to build on your existing investment operations expertise to quickly become a technical expert on how we administer our funds each day and the steps we need to follow to implement changes safely – we’ll make sure you’re fully supported on this. You’ll be working as part of a small team to scale and adjust internal processes, liaise with outsource providers, and help coordinate activity across multiple internal and external parties.

The nature of this role means that you’ll need to be comfortable working with other areas of the business and challenging proposals/decisions to ensure we deliver the right outcomes for customers and align to long-term strategic objectives of the business.

What are we looking for?

Experience (Essential)

  • In-depth knowledge of unit-linked/with-profits fund administration processes (including unit pricing, unit matching and box management and trading) OR have a background in fund accounting
  • Experience of delivering change at a financial services company (i.e. life, pension, service provider etc).

Personal Attributes

  • Proactive, inquisitive and are willing to challenge processes, decisions and able to suggest efficient ways of working
  • You're comfortable and confident in translating complex technical content for stakeholders at all levels

Qualifications

  • Accounting (open to non-qualified) and / or Investment Operations-related qualifications

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.

Find out more about #LifeAtPhoenix

Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates

Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us      #LI-SC1

Phoenix Groupthephoenixgroup.com

The UK's largest long-term savings and retirement business.

Working Week

Flexible working is a core part of our employee offering and it's advertised as standard on all our job adverts, including being open to part-time (e.g. 4 day week @ 80% salary)

  • Mon
  • Tue
  • Wed
  • Thu
  • 🏖️
    Fri

Our Vacation Policy

We offer 38 days annual leave including bank holidays, with the option to buy 5 additional days.

  • 38 days PTO
  • 52 unpaid Fridays
  • 90 days off per year

Remote Working Policy

We offer hybrid work with options to work from various UK offices.

Company Benefits

  • Health insurance
  • 401(k) company contribution
  • Transparent Salaries
  • Generous parental leave
  • Dentalcare
  • Equipment allowance
  • Life & Disability Insurance
  • Professional Development Budget
  • Mental Health Support

Desirable Skills and Experience

  • Fund administration
  • Unit pricing
  • Fund accounting
  • Process improvement
  • Stakeholder communication

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