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- Tasks: Coordinate fund changes and maintain accurate fund data for policyholder funds.
- Company: Join Phoenix Group, a leading FTSE 100 long-term savings and retirement business.
- Benefits: Earn up to £36,000, enjoy 38 days holiday, and access private medical insurance.
- Why this job: Make a real impact in asset management while working with a supportive team.
- Qualifications: Experience in financial services and proficiency in MS Excel required.
- Other info: Flexible working environment with opportunities for personal growth and development.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
Salary and Benefits: up to £36,000 depending on experience + asset management bonus, excellent pension scheme, private medical insurance, 38 days holiday incl. Bank Holidays (pro-rated), plus 12x salary life assurance, income protection, 3x volunteering days and much more!
Job Type: Permanent
Location: This role will be based in Telford office, you will be required to attend the office a minimum of twice a week but otherwise time spent between home and the office. You can read more about Phoenix Flex here.
We are pleased to announce an incredible opportunity to join us here at Phoenix Group as an Investment Operations Technical Analyst to join the Investment Operations team, part of the Asset Management function.
Who are we?
We want to be the best place that any of our 6,600 colleagues have ever worked.
We’re Phoenix Group, we’re a 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.
Context
Our Investment Operations team are responsible for the administration of around 2,000 unit-linked and with-profits funds with over 9,000 pricing series linked to them. Our roles vary from oversight of fund accounting and unit pricing, placement of trades and the maintenance of customer facing data for our funds.
The Role
This is a great opportunity for someone with the relevant experience and qualifications to join our Fund Data Oversight team. You will support the team with processing fund changes that have an impact on ReAssure policyholder funds, ensuring that all associated activities are actioned in a timely manner and that the company are compliant with FCA COBs rules. You will work with both internal and external stakeholders to determine the required actions and coordinate change through to completion. In addition, you will support the team in maintaining Static Fund Data, processing/analysis of Asset Allocation info and calculation of Fund Distributions.
The team work to strict deadlines which are often set by external market activities, therefore you will be able to work flexibly with your colleagues to ensure our actions are delivered successfully. You will be an organised and dependable member of the team, able to play a key part in the monitoring of actions and management of risks and controls that we are responsible for.
Key Responsibilities
- Fund Changes– coordinating change to ReAssure policyholder funds in response to internal and market led events. Delivering change by the appropriate deadline and ensuring that the company remain compliant with the FCA COBs rules.
- Static Fund Data– maintenance of static fund data, ensuring accuracy as it is applied within fund pricing and externally shared. You will provide oversight of the charge taken from each policyholder series taking account any applicable product terms.
- Asset Allocation– calculation and reporting of fund asset allocation for use in industry sector benchmarks and customer fund factsheets.
- Risk and Control– support the on-going delivery of robust, effective and efficient operational, finance processes and controls.
- Fund Distribution– calculation and processing of periodic fund distributions for both Unit Linked and With-Profit funds.
- Customer Queries– responding to queries raised by the Customer Service team.
Minimum Requirements
Experience / Knowledge (Essential)
- Experience within Financial Services industry preferably in investment fund operations with understanding of Unit Linked and With-Profit funds.
- Experience with dealing with corporate actions.
- Accounting and Investment Operations-related qualifications
- Experience using Morningstar direct and /or IWT
- Proficient MS Excel user with experience with macros.
Personal Attributes & Skills
- Self-starter and independent worker with strong sense of ownership, capable of delivering to meet deadlines under pressure.
- Diligent working style with attention to detail and high standards for quality
- Excellent analytical and problem-solving skills with holistic financial thinking
- Good communication skills, with the ability to collaborate across a wide range of stakeholders.
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.
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Investment Operations Technical Analyst, Asset Management employer: Phoenix Group
Contact Detail:
Phoenix Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Technical Analyst, Asset Management
✨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 role thoroughly. Understand their values and how you can contribute to their goals, especially around compliance and fund management. Tailor your answers to show you're the perfect fit!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online resources to get comfortable with common questions. Focus on showcasing your analytical skills and experience in investment operations.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Phoenix Group.
We think you need these skills to ace Investment Operations Technical Analyst, Asset Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Operations Technical Analyst role. Highlight relevant experience in financial services, especially with unit-linked and with-profit funds. 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 experience with corporate actions or fund operations that aligns with our needs.
Showcase Your Skills: We love seeing candidates who can demonstrate their analytical and problem-solving skills. If you've used tools like Morningstar Direct or have strong Excel skills, make sure to highlight these in your application. It’s all about showing us what you can bring to the table!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Phoenix Group
✨Know Your Numbers
As an Investment Operations Technical Analyst, you'll be dealing with fund data and calculations. Brush up on your financial knowledge, especially around unit-linked and with-profit funds. Be prepared to discuss how you’ve handled similar data in the past and any relevant tools you've used, like Morningstar Direct or Excel.
✨Showcase Your Problem-Solving Skills
This role requires excellent analytical skills and the ability to solve problems under pressure. Think of specific examples where you've successfully navigated challenges in investment operations or financial services. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Understand Compliance and Regulations
Familiarise yourself with FCA COBs rules and how they impact fund operations. During the interview, demonstrate your understanding of compliance in financial services and how you ensure adherence to regulations in your work. This will show that you’re not just technically skilled but also aware of the broader implications of your role.
✨Communicate Effectively
You'll need to collaborate with various stakeholders, so strong communication skills are a must. Practice explaining complex financial concepts in simple terms. Be ready to discuss how you've worked with different teams in the past and how you handle customer queries, showcasing your ability to maintain professionalism and clarity.