At a Glance
- Tasks: Lead investment operations projects and manage stakeholder relationships.
- Company: Join Standard Life, a leader in retirement savings with over 200 years of experience.
- Benefits: Enjoy a competitive salary, generous leave, private medical cover, and flexible working options.
- Other info: Embrace a supportive environment that values curiosity and accountability.
- Why this job: Make a real impact on financial futures while developing your leadership skills.
- Qualifications: Experience in investment operations and strong communication skills required.
The predicted salary is between 38899 - 48623 £ per year.
Location: Edinburgh (3 days per week in the office). 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.
Salary: From £60,800 dependent upon experience plus an indicative bonus range of 16% to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, 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 Team
Our Investment Operations team are responsible for the administration of around 5,000 unit-linked and with-profits funds with over 17,000 pricing series linked to them. On a daily basis, Investment Operations are responsible for oversight of fund accounting and unit pricing, unit matching and box management, trade and settlement processing, validating and overseeing instructions from the Portfolio Management team, and maintaining the data that underpins all our fund-related activities.
The Role
You will need to apply your technical and leadership skills to work with a range of internal and external stakeholders to ensure Investment Operations are represented on a key project migrating customer policies to a new policy administration platform. You will be the first point of contact for all project activity and will be required to produce detailed requirements, test scope and impact assessments. In addition to the preparation of such documentation you will be required to present to, and achieve sign off from, senior business leaders.
You’ll need to be able to build on your existing investment operations expertise to quickly become a technical expert on how we administer our funds – we’ll make sure you’re fully supported on this. It’s critical that you take the lead and challenge how things are done, finding solutions to problems, and guiding others around you to do the same.
Key Responsibilities
- Key Stakeholder Management – Take responsibility for engaging with internal and external stakeholders and suppliers. Manage service issues to resolution.
- Plan, oversee and own team deliverables – Ensure accurate and timely deliverable of the team’s activities, applying specialist knowledge as required.
- Manage project plans and impact assessments to ensure Investment Operations requirements are both understood and delivered.
- Strategic input – Support the Investment Operations leadership team in identifying strategic change opportunities, develop collateral to support and influence decision makers on future direction of Investment Operations.
What are we looking for?
- In-depth knowledge of Investment Operations functions covering unit-linked fund administration processes (including unit pricing, unit matching, box management and trading).
- Detailed understanding Box Management and how customer instructions flow through end-to-end architecture.
- Understanding of mainframe applications (FM desirable).
- Demonstrated experience leading technical teams and developing subject matter experts.
- Proven ability to communicate complicated technical content to stakeholders at all levels.
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.
Locations: 30 Lothian Rd, Edinburgh, EH1 2DH, GB (Hybrid)
Investment Operations Manager employer: Phoenix Group
Phoenix Group is an excellent employer, offering a dynamic work environment in the heart of Edinburgh where you can thrive as an Investment Operations Analyst. With a strong emphasis on flexibility through a hybrid work model, employees benefit from a supportive culture that prioritises operational excellence and collaboration with diverse stakeholders. Additionally, the company provides comprehensive benefits, including a competitive salary, bonuses, and generous leave, ensuring that team members are well-rewarded for their contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Phoenix Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Operations Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Phoenix Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Phoenix Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Phoenix Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Phoenix Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Phoenix Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Phoenix Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
