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- Tasks: Join our team as an Investment Operations Technical Analyst, solving problems and supporting fund pricing.
- Company: Phoenix Group is a leading FTSE 100 company focused on long-term savings and retirement solutions.
- Benefits: Enjoy flexible working, a competitive salary, generous holiday, and perks like private medical insurance.
- Why this job: Be part of a dynamic team impacting 1 in 5 UK pensions while promoting sustainability.
- Qualifications: Strong analytical skills, proficiency in Excel, and a proactive approach to learning about investments.
- Other info: Diversity is valued; we encourage all backgrounds to apply and offer adjustments during recruitment.
The predicted salary is between 30000 - 45000 £ per year.
We have an incredible opportunity to join us here at Phoenix Group as an Investment Operations Technical Analyst within the Investment Operations team, part of the Asset Management function. This role will suit those with strong analytical skills and a solutions-oriented approach.
Job Type: Permanent
Location and flexible working: This role is based in our Edinburgh office, with a minimum of three days per week in the office. We support flexible working arrangements and will discuss your preferences during the recruitment process.
Salary and benefits: £30,000 – £45,000 (dependent on experience) + Asset Management bonus, pension scheme, private medical insurance, electric vehicle scheme, 38 days holiday including Bank Holidays, 12x salary life assurance, career breaks, income protection, volunteering days, and more.
Who are we?
We aim to be the best place that any of our 6,600 colleagues have ever worked. Phoenix Group is a long-term savings and retirement business offering products across leading brands including Standard Life, SunLife, Phoenix Life, and ReAssure. We serve around 1 in 5 people in the UK with a pension. As a FTSE 100 company, we are committed to transitioning our portfolio to net zero by 2050.
Team / Function Context
The Investment Operations team in Edinburgh manages the daily administration and oversight of approximately 1,300 unit-linked funds, valued at around £125bn, for our UK and European brands. This function is crucial for delivering excellent customer service and operational excellence.
The Role
We seek individuals with a talent for problem-solving and analytical thinking. The successful candidate will work collaboratively, building relationships with stakeholders within Phoenix Group, outsourced suppliers, and external partners. Key responsibilities include:
- Providing technical support and oversight for daily fund pricing, including interaction with fund accountants.
- Reviewing outputs from box management processes to ensure they meet customer and group expectations.
- Conducting scheduled reviews of operational processes to ensure compliance and risk management.
- Implementing controls and risk mitigation strategies to benefit our customers and shareholders.
What are we looking for?
Minimum Requirements:
- Strong analytical skills in resolving issues within daily unit-linked operations.
- Judgment and decision-making skills under time constraints, with clear communication to stakeholders.
- Proficiency in Microsoft Excel (intermediate level).
- Proactive learning about investments and asset management trends.
Desirable:
- Understanding of investment operations, including custody and fund valuation.
- Knowledge of SQL; training will be provided.
Personal Attributes & Skills
- Self-motivated, independent, with a strong sense of ownership.
- Detail-oriented with a commitment to quality.
- Excellent analytical and problem-solving skills, with a holistic financial perspective.
- Strong communication skills for collaboration across teams.
We Want To Hire The Whole Version Of You.
We value diversity and encourage applicants from all backgrounds. If your experience differs from what’s listed but you believe you can contribute, we’d love to hear from you. Please inform us if you need any adjustments during the recruitment process.
Applications are reviewed as they are received, so apply early to avoid missing out.
Learn more at:
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Investment Operations Technical Analyst, Asset Management (Edinburgh) employer: Starr Underwriting
Contact Detail:
Starr Underwriting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Technical Analyst, Asset Management (Edinburgh)
✨Tip Number 1
Familiarise yourself with the latest trends in asset management and investment operations. This knowledge will not only help you during interviews but also demonstrate your proactive learning attitude, which is highly valued by Phoenix Group.
✨Tip Number 2
Network with professionals in the investment operations field, especially those who work at Phoenix Group or similar companies. Engaging with them on platforms like LinkedIn can provide insights into the company culture and expectations, giving you an edge in your application.
✨Tip Number 3
Brush up on your Microsoft Excel skills, particularly in areas relevant to fund pricing and data analysis. Being able to showcase your proficiency in Excel during discussions can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss specific examples of how you've used analytical skills to solve problems in previous roles. Phoenix Group values strong problem-solving abilities, so having concrete examples ready will help you make a strong impression.
We think you need these skills to ace Investment Operations Technical Analyst, Asset Management (Edinburgh)
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and requirements. Highlight your analytical skills and problem-solving abilities in your application, as these are crucial for the Investment Operations Technical Analyst position.
Tailor Your CV: Customise your CV to reflect relevant experience and skills that align with the job. Emphasise your proficiency in Microsoft Excel and any knowledge of investment operations or SQL, even if it's basic.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for asset management and your understanding of the industry. Mention specific examples of how you've demonstrated strong analytical skills and effective communication in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects attention to detail, which is essential for the role.
How to prepare for a job interview at Starr Underwriting
✨Showcase Your Analytical Skills
As an Investment Operations Technical Analyst, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've used these skills in previous roles, particularly in resolving issues within operations.
✨Demonstrate Problem-Solving Abilities
Highlight your problem-solving approach during the interview. Share instances where you successfully identified a problem and implemented a solution, especially under time constraints, as this is key for the role.
✨Familiarise Yourself with Investment Operations
While the job description mentions that training will be provided, having a basic understanding of investment operations, custody, and fund valuation will set you apart. Brush up on these topics before your interview.
✨Communicate Clearly and Collaboratively
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and be ready to discuss how you've collaborated with stakeholders in the past to achieve common goals.
