At a Glance
- Tasks: Join our Box Management & Trading team to oversee daily operations and support customer confidence.
- Company: Standard Life, a leading retirement specialist with over 200 years of experience.
- Benefits: Competitive salary, 38 days annual leave, private medical cover, and flexible working options.
- Other info: Embrace flexibility and continuous learning in a dynamic workplace.
- Why this job: Make a real impact in financial services while enjoying a supportive and collaborative environment.
- Qualifications: Experience in financial services, particularly in investment fund operations, is preferred.
The predicted salary is between 30500 - 38000 £ per year.
We’re looking for an Investment Operations Technical Analyst to join our Box Management & Trading team within Policyholder Operations, part of our RS&AM function. If you’re looking for a new challenge with an organisation committed to putting customers first, aiming high and working together, you’ll thrive here.
Job Type: Permanent
Location: This role will be based in our Edinburgh office. The team spend 3 core days in the office and 2 days working flexibly from home or in the office, per week, depending on business needs.
Flexible working: All 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.
Salary and benefits: From £30,500 depending on experience plus bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.
Who are we? We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.
The role offers a meaningful opportunity to join our Box Management & Trading team and play a supportive part in helping us deliver clarity and confidence for our customers. You’ll contribute to the daily oversight of 3rd party box management processes, daily exception handling, trade adjustments and regular provision of Management Information.
Working closely with both internal colleagues and external partners, you’ll help to ensure that on a daily basis company exposure is within agreed tolerances. You’ll also support the team by maintaining Static Fund Data, contributing to the processing and analysis of Asset Allocation information, and monitoring 3rd party completion of any changes requested.
We’re looking for someone who brings organisation, reliability and a thoughtful approach to monitoring daily activity, managing risks and upholding the controls we’re responsible for. You’ll be a valued member of a team that supports one another, takes pride in doing things well, and makes room for continuous learning along the way.
Key Responsibilities- Box Management Oversight – Collaborating with colleagues and 3rd parties to ensure daily box management oversight checks are completed in a timely manner. Executing good judgement where required and escalating as appropriate.
- Asset Allocation – Assisting with the provision of updated Asset Allocation parameters to 3rd parties and monitoring the execution of these.
- Regular Reporting – Prepare monthly reporting packs (such as box profit/loss and trade size/volume).
- Risk and Control – Contributing to strong, effective and dependable operational and financial controls. You’ll help maintain processes that support good decision‑making and protect our customers and our business.
- Customer queries – Providing clear and supportive responses to queries raised by the Customer Service team, helping ensure customers receive the information they need.
- Established experience within the Financial Services industry, preferably in investment fund operations, with a solid understanding of Unit Linked and With‑Profit funds.
- Strong experience in working in Box Management or NAV production/oversight supporting accurate, timely operational delivery.
- Recognised qualifications in Accounting or Investment Operations-related (preferred).
- Experience of trade processing systems (EMX/Calastone).
- Advanced capability in MS Excel, including working with macros, and a collaborative approach to solving problems and sharing insight.
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 Operations Technical Analyst in Edinburgh employer: Phoenix Group
Standard Life is an exceptional employer that prioritises flexibility and employee well-being, offering a supportive work culture where collaboration and continuous learning are encouraged. With generous benefits including 38 days of annual leave, private medical cover, and opportunities for career growth, employees in our Edinburgh office can thrive both professionally and personally while contributing to meaningful financial solutions for our customers.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Technical Analyst in Edinburgh
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Phoenix Group, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Phoenix Group.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Phoenix Group.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Phoenix Group, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Operations Technical Analyst in Edinburgh
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Phoenix Group want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Phoenix Group.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Phoenix Group will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Phoenix Group. Numbers speak louder than words!
How to prepare for a job interview at Phoenix Group
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Phoenix Group want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withPhoenix Group.
