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- Tasks: Join our Market Data Team as an Index Operations Analyst, supporting Asset Management functions.
- Company: Phoenix Group is the UK's largest long-term savings and retirement business, with a strong focus on sustainability.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and skill development.
- Why this job: Be part of a growing team focused on climate indices and data management in a FTSE 100 company.
- Qualifications: Analytical skills and attention to detail are essential; experience in data management is a plus.
- Other info: We welcome applicants from all backgrounds and support adjustments in the recruitment process.
The predicted salary is between 36000 - 60000 £ per year.
We have an incredible opportunity to join us here at Phoenix Group as a Index Operations Analyst to join our Market Data Team in the Asset Management COO function., 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.
Team Context
Located within the newly-formed Policyholder Middle Office team, the role will have responsibility for supporting the provision of services to various functions within Asset Management and beyond in respect of Indices and Policyholder Funds.
Middle Office is a key support function for the Asset Management Front Office. It has wide-ranging accountability ensuring operational control of investment activities, supporting the Group and AM Governance framework and delivery of investment reporting.
Phoenix has recently launched several bespoke indices for use across our policyholder funds in both equities and fixed income. As the organisation scales its investment capabilities and customises investment propositions, we are looking to build a strong operational unit to develop and support the oversight model and governance of these products., Reporting to the Senior Index Operations Lead and working closely with Data Management, the role will support Phoenix Asset Management’s growing suite of Climate Indices with a focus on business data requirements, ensuring that the data required is loaded into this core systems Aladdin and INVista, and that effective controls are in place and followed to maintain data quality. The goal of Data Management is to embed ‘data as an asset’ within the culture of the function to achieve the required level of consistency, quality and protection to meet the overall Asset Management needs and thereby enabling Asset management to become truly a data driven function.
In addition, the Index Operations Analyst will provide support across the Policyholder Middle Office team where required to meet deliverables during periods of increased demand, building their skillset to become a ‘Subject Matter Expert’ and key operational support resource across the Middle Office, for Asset Management and our stakeholders.
This is an exciting opportunity for an individual to be part of a growing capability in this new and specialised area of Asset Management within the Phoenix Group, where versatility and resilience are essential to ensure the success of the team., Data Management
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Support Static Data Management processes by validating data and inputting into core Asset Management platforms, Blackrock Aladdin and INVista.
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Support the Index Research & Development process with index data requirements and analysis.
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Support information required for reporting of data management data quality across our Climate Indices
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Supporting Classification, Industry Sector and Strategic Asset Allocation data.
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Running daily, weekly and monthly reconciliation processes.
Support
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Contribution towards the successful running of both the Climate Indices and Policyholder functions.
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Support activities such as fund launches/rationalisations/closures, implementing rebalancing in-line with benchmarks, modernisation of existing fund range and associated ad-hoc tasks.
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Follow documented business processes, contributing to enhancing the documentation, controls and oversight framework on an ongoing basis.
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High regard for accuracy, understanding the importance of actions and data being accurate, timely and to a high standard.
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Supporting the business with ad-hoc fund and data queries., 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
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Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
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Find or get answers from our colleagues
Experience (Esssential)
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Analytical skills with strong attention to detail and high level of accuracy
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Ability to follow current processes and controls and understand the risk factors
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Ability to pro-actively challenge processes and raise control concerns, as well as contribute to mitigation, coupled with good problem-solving skills
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Communication skills to interact with internal and external other stakeholders, with good influencing and presentation skills
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Ability to work to tight timescales within a high energy team environment
Desirable
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Experience with security master management in Blackrock Aladdin
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Indices (equities and/or Fixed Income) operational aspects, within the Asset Management industry
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Data Management principles within a Financial Services environment
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Market Data (Trading, Index & Benchmark, ESG, Company Fundamentals, Research & Ratings, Fund Flows) and Reference Data (instrument/markets/counterparty identifiers, security classification/categorisation, corporate actions, transactions and settlement)
Skills & Personal Attributes
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Experience in a data discipline particularly Data Management & Data Quality
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Proactive and adaptive within a constant changing environment, with the ability to work autonomously and collaborate with various teams, * It is not essential to have been educated to degree level or equivalent
Index Operations Analyst, Asset Management employer: Phoenix Group
Contact Detail:
Phoenix Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Index Operations Analyst, Asset Management
✨Tip Number 1
Familiarize yourself with the core systems mentioned in the job description, particularly Blackrock Aladdin and INVista. Understanding how these platforms work will give you a significant advantage during the interview process.
✨Tip Number 2
Highlight any experience you have with data management principles, especially within financial services. Be prepared to discuss specific examples of how you've ensured data quality and accuracy in your previous roles.
✨Tip Number 3
Showcase your analytical skills by preparing to discuss how you've approached problem-solving in past positions. Think of scenarios where you've had to challenge existing processes or improve controls.
✨Tip Number 4
Network with professionals in the asset management industry, especially those who work with indices and market data. This can provide you with insights into the role and potentially valuable connections that could help your application.
We think you need these skills to ace Index Operations Analyst, Asset Management
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Index Operations Analyst position. Understand the key responsibilities and required skills, especially those related to data management and operational support.
Highlight Relevant Experience: When writing your CV and cover letter, make sure to emphasize any experience you have in data management, operational processes, or asset management. Use specific examples that demonstrate your analytical skills and attention to detail.
Tailor Your Application: Customize your application materials to reflect the language and values of Phoenix Group. Mention their commitment to transitioning to net zero by 2050 and how your skills can contribute to this goal.
Showcase Communication Skills: Since the role requires interaction with various stakeholders, highlight your communication skills in your application. Provide examples of how you've effectively communicated complex information in previous roles.
How to prepare for a job interview at Phoenix Group
✨Show Your Analytical Skills
As an Index Operations Analyst, analytical skills are crucial. Be prepared to discuss specific examples where you've demonstrated strong attention to detail and accuracy in your previous roles. Highlight any experiences where you successfully identified and resolved data discrepancies.
✨Understand the Importance of Data Management
Familiarize yourself with data management principles, especially within a financial services context. Be ready to explain how you can contribute to embedding 'data as an asset' in the organization and discuss any relevant experience you have with platforms like Blackrock Aladdin or INVista.
✨Communicate Effectively
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and concisely. Prepare to discuss how you've effectively interacted with stakeholders in the past and how you can influence and present information to various teams.
✨Demonstrate Adaptability
The role requires versatility and resilience. Share examples of how you've adapted to changing environments or tight deadlines in previous positions. Emphasize your ability to work autonomously while also collaborating with different teams to achieve common goals.
