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- Tasks: Support the development of investment propositions and analyse data for continuous improvement.
- Company: Dynamic company offering flexible working and a supportive culture.
- Benefits: Up to £40,000 salary, bonus, private medical cover, 38 days leave, and more.
- Why this job: Join a team where your analytical skills can make a real difference in investment solutions.
- Qualifications: Experience in corporate actions, strong data analysis, and Excel skills required.
- Other info: Inclusive environment welcoming diverse backgrounds and offering excellent career growth.
The predicted salary is between 32000 - 40000 £ per year.
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.
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: 20th January
We have an incredible opportunity as an Investment Proposition Analyst within our Pension and Savings Product function.
The role: You will be supporting the management and development of Phoenix's unit linked Investment proposition, including fund and lifestyle profile, launch, change and closure. Along with being involved in undertaking analysis across a wide range of investment proposition related data and information and reviewing and validating outputs from a range of sources. You will be required to apply analytical skills and technical investment knowledge to reviewing and resolve issues, maintain appropriate records, identify operational risks and make suggestions for continuous improvements and process or control developments.
What We’re Looking For:
- Proven experience of supporting Corporate Actions from impact analysis through to communication along with experience of changes to investment solutions and fund launches.
- Strong data analysis and reporting skills along with in-depth Excel skills.
- Ideally have experience of working with investment funds and insured fund structures.
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.
Investment Proposition Analyst in Edinburgh employer: Phoenix Group Holdings
Contact Detail:
Phoenix Group Holdings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Proposition Analyst in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its investment strategies. Show us that you’re not just another candidate; demonstrate your passion for the role and how your skills align with their needs.
✨Tip Number 3
Practice your analytical skills! Brush up on your Excel and data analysis techniques, as these will be crucial for the Investment Proposition Analyst role. We want to see you shine in those areas during assessments.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love hearing from candidates who are genuinely interested in joining our team.
We think you need these skills to ace Investment Proposition Analyst in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Proposition Analyst role. Highlight your experience with corporate actions, data analysis, and any relevant investment knowledge. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Don’t forget to mention any unique experiences that could add value to our team.
Show Off Your Analytical Skills: Since this role involves a lot of data analysis, make sure to showcase your analytical skills in your application. Include specific examples of how you've used Excel or other tools to solve problems or improve processes in previous roles.
Apply Early!: We review applications as they come in, so don’t wait until the last minute! Apply through our website as soon as you can to ensure you don’t miss out on this fantastic opportunity.
How to prepare for a job interview at Phoenix Group Holdings
✨Know Your Numbers
As an Investment Proposition Analyst, you'll be dealing with a lot of data. Brush up on your Excel skills and be ready to discuss how you've used data analysis in previous roles. Bring examples of reports or analyses you've completed that demonstrate your ability to interpret complex information.
✨Understand the Investment Landscape
Familiarise yourself with current trends in investment funds and insured fund structures. Be prepared to discuss how these trends could impact the company's investment proposition. Showing that you’re up-to-date will impress the interviewers and demonstrate your genuine interest in the role.
✨Prepare for Scenario Questions
Expect questions that ask you to solve hypothetical problems related to corporate actions or fund launches. Think through potential scenarios and how you would approach them. This will showcase your analytical skills and your ability to think on your feet.
✨Show Your Collaborative Spirit
This role involves working with various teams, so highlight your experience in collaboration. Share examples of how you've worked with others to achieve a common goal, especially in situations involving change management or process improvements. It’s all about showing that you can be a team player!