Junior Investment Analyst

Salary and Benefits: Up to £30,000 (subject to experience) + 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: Fixed-term contract of up to 12 months

Start: January 2025

Business Area: Private Markets, Asset Management

Location: This role will be based in our London office, with time spent between home and the office. You can read more about Phoenix Flex here.

We are pleased to announce an exciting new opportunity for a Junior Investment Analyst to join us here at Phoenix Group for up to 12 months within our Private Markets, Asset Management team.

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

The successful candidate will help us to create the best investment outcomes for our £283bn assets under administration.  Asset Management is part-way through an ambitious strategy to build out new capabilities to support Phoenix’s growth ambitions and is core to delivery of the group’s strategic aims.

The role sits within the Private Markets team, which is responsible for originating and managing Private Asset transactions, for our buy-and-hold fixed income mandate. The role has three areas of focus:

• Assisting in analysing and executing investment opportunities across the Private Credit, Real Assets and Structured Credit & Alternatives asset classes
• Preparation of materials for investment committees and managing key stakeholders to the investment process
• Offering generalised support to the Private Markets team in developing our presence both internally and to the wider market,

Key Responsibilities

• Assist in the assessment and triage of new investment opportunities to support the team in identifying the highest quality assets;
• Support the team in conducting investment analysis; including through:
  • Economic analysis of potential returns,
  • Credit analysis across a range of asset classes and jurisdictions;
  • Legal review of key terms with new and existing borrowers to maximise economic value, mitigate credit risks and enhance legal protections;
• Contribute to strategic projects around Private Markets to further expand the opportunity set of investments that Phoenix can participate in;
• Manage both internal and external stakeholders collegiately and efficiently to support the approval of new transactions;
• Support ongoing management of the portfolio by mitigating emerging risks, including by way of covenant waivers and/or restructuring;
• Analyse market data and provide commentary on current trends/themes to support investment strategy and decision making

What we’re looking for:

Minimum Requirements

• Applicants must be qualified to a minimum of a University Degree; ideally in one of the following subjects or similar; Economics / Finance / Mathematics / Accounting / Stats / Investment Banking or similar.
• Strong understanding of financial markets, with a preference for high-level knowledge of debt instruments and/or Private Credit
• Collaborative, analytical mindset and strong attention to detail
• Openness and flexibility to learn and is proactive with self-development

Personal Attributes

• Inquisitiveness and a desire to proactively seek out networking and education opportunities to further your knowledge and accelerate your career development
• Effective communication with the ability to adapt to various internal and external stakeholders and customers at all levels, with a professional etiquette
• Positive and proactive work ethic, taking pride in the quality of the work you produce
• Ambitious, but also seeks feedback for continuous personal and professional development
• A collaborative team player with an innovative, solutions-oriented approach
• Ability to identify and prioritise key tasks in an organised and timely manner
• Adopts our Phoenix values – 'We put our customers first’, ‘We aim high’ and ‘We work together’

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