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- Tasks: Support the development of investment propositions and analyse data for continuous improvement.
- Company: Join a flexible and inclusive company that values your unique background.
- Benefits: Up to £40,000 salary, bonus potential, 38 days leave, and private medical cover.
- Other info: Flexible working options available; apply early to secure your chance!
- Why this job: Make a real impact in the investment sector while enjoying work-life balance.
- Qualifications: Experience in corporate actions and strong data analysis skills required.
The predicted salary is between 34000 - 46000 £ 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 within our Pension and Savings Product function.
The role involves supporting the management and development of Phoenix's unit linked Investment proposition, including fund and lifestyle profile, launch, change and closure. You will be involved in undertaking analysis across a wide range of investment proposition related data and information and reviewing and validating outputs from various sources. You will be required to apply analytical skills and technical investment knowledge to review 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
Contact Detail:
Phoenix Group 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 folks in the investment sector, especially those who work at Phoenix. A friendly chat can open doors and give you insights that job descriptions just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your analytical skills and investment knowledge. Be ready to discuss how you've tackled similar challenges in the past – real examples will make you stand out!
✨Tip Number 3
Don’t forget to showcase your Excel skills! Bring along some examples of reports or analyses you've done. Showing off your data prowess can really impress the hiring team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're serious about joining the Phoenix team. Don’t wait too long – we’re reviewing applications as they come in!
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 and data analysis, as these are key for us. Use specific examples that showcase your skills and achievements.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about the role and how your background fits. Be sure to mention any relevant experience with investment funds and your analytical skills.
Showcase Your Analytical Skills: Since this role involves a lot of data analysis, make sure to highlight your Excel skills and any relevant projects you've worked on. We want to see how you approach problem-solving and your ability to draw insights from data.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Phoenix Group
✨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. Prepare examples that showcase your ability to interpret complex information and make informed decisions.
✨Understand the Role
Make sure you fully understand the responsibilities of the role. Familiarise yourself with Phoenix's unit linked investment proposition and be prepared to discuss how your experience aligns with their needs. This shows that you're genuinely interested and have done your homework.
✨Prepare for Scenario Questions
Expect questions that ask you to solve hypothetical problems related to corporate actions or fund launches. Think about past experiences where you've had to analyse impacts or suggest improvements, and be ready to articulate your thought process clearly.
✨Show Your Passion for Continuous Improvement
Phoenix values suggestions for continuous improvements. Be prepared to discuss how you've identified operational risks in the past and what steps you took to mitigate them. This will demonstrate your proactive approach and commitment to enhancing processes.