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- Tasks: Support management of investment propositions and analyse data for continuous improvement.
- Company: Join Phoenix Group, a leading FTSE 100 savings and retirement business with a commitment to sustainability.
- Benefits: Enjoy up to £35,000 salary, 38 days leave, private medical cover, and flexible working options.
- Why this job: Be part of a team tackling net zero goals while developing your analytical skills in a supportive culture.
- Qualifications: Experience in corporate actions, strong data analysis skills, and proficiency in Excel required.
- Other info: Open to applicants from all backgrounds; adjustments available during recruitment.
The predicted salary is between 28000 - 42000 £ per year.
Edinburgh, Scotland, United Kingdom (Hybrid)
Job Description
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. You can read more about Phoenix Flex here.
Job Type : Permanent
Closing Date : 10th July
Salary and benefits: Up to £35,000 dependent upon experience plus 8% bonus up to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3x volunteering days and much more
Recruiter : Douglas Smith
We have an incredible opportunity as an Investment Solutions Technical Analyst within our Pension and Savings Product 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.
The role
You will be supporting the management and development of Phoenix\’s unit linked Investment proposition, including fund and lifestyle profile, launch, change and closure. Along with being involved in undertaking analysis across a wide range of investment proposition related data and information and reviewing and validating outputs from a range of sources. You will be required to apply analytical skills and technical investment knowledge to reviewing 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.
Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.
- Locations 30 Lothian Rd, Edinburgh, EH1 2DH, GB (Hybrid)
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Investment Solutions Technical Analyst employer: Phoenix Group
Contact Detail:
Phoenix Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Solutions Technical Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in investment solutions and pension products. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the investment sector, especially those who work in similar roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your Excel skills, as strong data analysis is crucial for this position. Consider taking an online course or practicing advanced functions to ensure you're well-prepared.
✨Tip Number 4
Prepare specific examples from your past experience that showcase your analytical skills and ability to manage corporate actions. Being able to discuss these in detail will set you apart during the interview process.
We think you need these skills to ace Investment Solutions Technical Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience related to investment solutions and data analysis. Use specific examples that demonstrate your analytical skills and familiarity with corporate actions and fund launches.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role at Phoenix Group. Mention how your background aligns with their mission of transitioning to net zero by 2050.
Highlight Technical Skills: Emphasise your technical investment knowledge and Excel skills in both your CV and cover letter. Provide examples of how you've used these skills in previous roles to support investment propositions or analyse data.
Showcase Adaptability: Since the role is hybrid and flexible, mention any previous experiences where you successfully adapted to changing work environments or collaborated with teams remotely. This will show your ability to thrive in their flexible working culture.
How to prepare for a job interview at Phoenix Group
✨Showcase Your Analytical Skills
As an Investment Solutions Technical Analyst, your analytical skills are crucial. Be prepared to discuss specific examples of how you've used data analysis in previous roles, particularly in relation to investment solutions and fund management.
✨Familiarise Yourself with Corporate Actions
Understanding corporate actions is key for this role. Brush up on your knowledge of impact analysis and communication strategies related to corporate actions, as you may be asked to explain how you've handled these in the past.
✨Demonstrate Excel Proficiency
Since strong Excel skills are a requirement, be ready to discuss your experience with advanced Excel functions. You might even want to prepare for practical questions or scenarios where you can showcase your expertise.
✨Emphasise Continuous Improvement Mindset
The role involves identifying operational risks and suggesting improvements. Think of examples where you've contributed to process enhancements or control developments in your previous positions, and be ready to share these during the interview.
