At a Glance
- Tasks: Analyse and produce investment asset reports while ensuring data accuracy and compliance.
- Company: Join Standard Life, a leading retirement specialist with over 200 years of experience.
- Benefits: Enjoy a competitive salary, 38 days annual leave, private medical cover, and flexible working options.
- Other info: Embrace a culture of flexibility, curiosity, and continuous learning.
- Why this job: Make a real impact in financial reporting while developing your analytical skills.
- Qualifications: Experience in financial services and strong analytical skills with large datasets required.
The predicted salary is between 40500 - 49500 £ per year.
Job Type: Permanent
Location: This role could be based in our Edinburgh, London or Birmingham offices with time spent working from home and from the office.
Flexible working: All 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 and benefits: From £40,000 depending on experience plus bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.
Closing Date: 18th November
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 role: As a Reporting Analyst within the Policyholder Performance & Asset Reporting team, you'll play a key role in delivering investment asset reporting that supports governance, operational decision-making and regulatory requirements across RS&AM. Working with very large and complex datasets, you'll be responsible for producing, validating and enhancing reporting outputs, ensuring data accuracy and maintaining robust controls throughout the reporting process.
Key Responsibilities:
- Support the production, analysis and distribution of investment asset data reports, including commentary where required, to agreed deadlines.
- Develop, maintain and perform appropriate checks and controls to ensure reporting outputs are complete and accurate.
- Investigate reporting anomalies and data quality issues, working with relevant teams to resolve them and escalating where appropriate.
- Take ownership of reviewing changes to reporting requirements, proposing solutions and delivering agreed updates.
- Work with relevant teams to understand changes to data and systems and assess their impact on reporting processes and outputs.
- Collaborate with other RS&AM teams, including Middle Office and Data Governance, on matters relating to investment asset data reporting.
- Contribute to programmes and projects, including defining requirements and developing and testing new reports and processes.
- Maintain clear, accurate and up-to-date documentation, including procedure notes, for the reporting processes you run and maintain.
- Identify and implement process improvements, including opportunities for automation, to improve reporting efficiency and strengthen controls.
- Proactively develop your knowledge of strategic systems, reporting tools and available datasets.
What are we looking for?
- Experience working within Financial Services, Investments, Pensions, Insurance or Asset Management.
- Experience working with ESG investment data and metrics.
- Excellent analytical skills with experience analysing and interpreting very large datasets, identifying trends and anomalies, and investigating and resolving data quality issues.
- Experience querying and analysing data using SQL or similar query languages.
- Advanced Excel skills, including complex formulas, data manipulation and reconciliation techniques.
- Experience developing and maintaining Power BI dashboards.
- Experience producing and maintaining regular investment asset reporting within a controlled environment.
- Experience implementing and performing data quality checks, controls and reconciliations to ensure reporting accuracy and completeness.
- The ability to explain technical data, assumptions, limitations and findings clearly to a range of stakeholders.
- Strong organisational skills, with the ability to prioritise competing demands and meet multiple reporting deadlines within a regulated or highly controlled environment.
- Strong written and verbal communication skills, with experience using PowerPoint, SharePoint and AI tools.
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.
Find Out More About Working At Standard Life
RS&AM Reporting Analyst employer: Standard Life plc
Standard Life plc is an excellent employer, offering a dynamic work environment that fosters collaboration and innovation within the Cash Management & Oversight team. With flexible hybrid working arrangements between Telford and Birmingham, employees enjoy a strong benefits package, including a discretionary bonus and opportunities for professional growth, making it a rewarding place to build a career in cash management.
StudySmarter Expert Advice🤫
We think this is how you could land RS&AM Reporting Analyst
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Standard Life plc. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Standard Life plc.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Standard Life plc. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace RS&AM Reporting Analyst
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Standard Life plc and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Standard Life plc how you can be a team player!
How to prepare for a job interview at Standard Life plc
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Standard Life plc.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Standard Life plc's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
