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- Tasks: Join our Investment Operations team to support daily tasks and ensure accurate pricing.
- Company: Phoenix Group is the UK's largest long-term savings and retirement business, with a commitment to sustainability.
- Benefits: Enjoy up to £30,000 salary, 38 days holiday, private medical insurance, and flexible working options.
- Why this job: Gain valuable experience in a dynamic team while contributing to meaningful financial operations.
- Qualifications: No prior experience required; just bring your analytical skills and a willingness to learn.
- Other info: This is a fixed-term contract covering parental leave until January 2026.
The predicted salary is between 24000 - 30000 £ per year.
We are pleased to announce an incredible opportunity to join us here at Phoenix Group as an Investment Operations Analyst to join the Investment Operations team, part of the Asset Management function. This role is a parental cover FTC, until 31st Jan 2026.
Salary and Benefits: up to £30,000 FTE (pro-rated and subject to experience) + pro-rated benefits such as 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!
Grade: Investment Operations / Associate Band 1
Reporting to: James Best, Investment Operations Manager
Job Type: FTC approx. 6+ months (parental cover until 31st January 2026)
Location: This role will be based in our Telford office, with the team coming into the office a minimum of 2 days per week and the remaining will be flexible; working from the office or home.
Context: 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, placement of trades and the maintenance of customer facing data for our funds.
The Role: This is a great opportunity for someone to gain experience within a busy Investment Operations team during a 6 month period, covering for a team member on parental leave. You will support the team in delivering daily tasks, working to strict deadlines as determined by the investment markets we deal in. You will be involved in supporting the daily delivery of unit pricing, validating movements and ensuring creations are aligned with expectation. You will support the team in delivering monthly/quarterly tasks that are used by other stakeholders in the business. You will be an organised and dependable member of the team, able to play a key part in the monitoring of actions and management of risks and controls that we are responsible for.
Key Responsibilities:
- Pricing validation – Ensuring that prices and movements are aligned to the market.
- File processing – timely upload of pricing files and data to support daily pricing on the team.
- Oversight of outsourced activities – ensuring that suppliers adhere to agreed delivery times and standards.
- Risk and Control – support the ongoing delivery of robust, effective and efficient operational, finance processes and controls.
- Account opening and compliance – supporting the opening of accounts at the Transfer Agency and their ongoing compliance.
- Reporting – supporting monthly/quarterly tasks to provide reporting to stakeholders across the business.
Minimum Requirements:
Experience / Knowledge:
- Desirable: Experience within Financial Services industry preferably in investment fund operations with understanding of Unit Linked and With-Profit funds (not essential as there are opportunities to learn within the role).
- Proficient MS Excel user with experience with macros.
Personal Attributes & Skills:
- Self-starter and independent worker with strong sense of ownership, capable of delivering to meet deadlines under pressure.
- Diligent working style with attention to detail and high standards for quality.
- Excellent analytical and problem-solving skills with holistic financial thinking.
- Good communication skills, with the ability to collaborate across a wide range of stakeholders.
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.
Investment Operations Analyst, Asset Management (FTC - Paternity Cover) employer: Phoenix
Contact Detail:
Phoenix Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Analyst, Asset Management (FTC - Paternity Cover)
✨Tip Number 1
Familiarise yourself with the key responsibilities of the role, especially around pricing validation and risk management. Understanding these areas will help you demonstrate your knowledge during discussions with the hiring team.
✨Tip Number 2
Network with current or former employees in the Investment Operations team at Phoenix Group. They can provide insights into the team dynamics and expectations, which can be invaluable when preparing for interviews.
✨Tip Number 3
Brush up on your Excel skills, particularly with macros, as this is a key requirement for the role. Consider taking an online course or practicing with relevant datasets to showcase your proficiency.
✨Tip Number 4
Prepare to discuss your problem-solving skills and how you've handled tight deadlines in previous roles. The ability to work under pressure is crucial for this position, so have specific examples ready to share.
We think you need these skills to ace Investment Operations Analyst, Asset Management (FTC - Paternity Cover)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment operations or financial services. Emphasise any skills related to unit-linked and with-profit funds, as well as your proficiency in MS Excel.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific responsibilities from the job description and explain how your skills and experiences align with them.
Highlight Key Skills: In your application, focus on key skills mentioned in the job description, such as attention to detail, analytical abilities, and communication skills. Provide examples of how you've demonstrated these in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Phoenix
✨Understand the Role
Make sure you thoroughly read the job description and understand the key responsibilities of an Investment Operations Analyst. Be prepared to discuss how your skills and experiences align with tasks like pricing validation and risk management.
✨Showcase Your Analytical Skills
Since the role requires strong analytical and problem-solving skills, come prepared with examples from your past experiences where you've successfully tackled complex issues or improved processes. This will demonstrate your capability to handle the demands of the position.
✨Familiarise Yourself with Financial Services
Even if you don't have direct experience in investment fund operations, it’s beneficial to have a basic understanding of unit-linked and with-profit funds. Brush up on relevant terminology and concepts to show your enthusiasm for the industry.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask about the team dynamics, company culture, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
