Investment Proposition Reporting Analyst

Location and flexible working: Edinburgh All our 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 Phoenix Flex here.

Job Type: Permanent

Salary: Up to £40,000 dependent upon experience plus an indicative bonus range of 8% to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3x volunteering days and much more

Closing Date: 19th January

Recruiter: Douglas Smith

We have an incredible opportunity for an Investment Proposition Reporting Analyst to join our Product Communications and Reporting Department in Pensions and Savings.

The role

You will play a key role in enhancing the customer experience by transforming complex investment information into clear, engaging, and accessible reporting along with supporting our ambition to deliver high quality, customer focused fund and solution communications.

You’ll be responsible for producing fund fact sheets, infographics, performance reporting and other external facing information, ensuring these are fit for purpose and meet the needs of our customers.

Be involved in the development of new investment reporting and changes to existing reporting, including both small scale updates and larger regulatory or propositional change initiatives as well as supporting the implementation of reporting changes, ensuring accuracy, consistency, and alignment with business objectives.

You will also be carrying out investigations and providing technical support to other business areas

What We’re Looking For

• Strong knowledge of investments and investment propositions for the UK pensions industry
• Practical experience of creation and change of customer facing investment reporting
• Ability to clearly and effectively communicate information, ideas and plans to stakeholders
• Excellent relationship building skills with the ability to collaborate with stakeholders both internally and externally and at all levels of the organisation
• Proficient with Excel, including spreadsheet creation, calculations, and clear data presentation

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.

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Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates

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

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