Investment Analyst (Investment Strategy) – Asset Management

Worcester, London, Birmingham
March 21, 2024

Job Description


Job title: Investment Analyst (Investment Strategy) – Asset Management

Company: Phoenix Group

Job description: Job Description:Salary & Benefits: £40,000 – £50,000 (subject to experience) + bonus, excellent pension scheme, private medical insurance, electric vehicle scheme, 38 days holiday incl. Bank Holidays, plus 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more!
Job Type: Permanent
Hiring Manager: Policyholder SAA and Asset Strategies Manager, Investment Office
Work location: This role could be based in either of our Wythall / London offices, with time spent travelling between the Phoenix offices, and working from home. Please read aboutWho are we?We want to be the best place that any of our 6,800 colleagues have ever worked.We’re the UK’s largest long-term savings and retirement business. We offer our 12 million customers products across our market-leading brands, including Standard Life, SunLife and ReAssure, with c.£259 billion of assets under administration. 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.We are pleased to announce an incredible new opportunity for an Investment Analyst to join the SAA (Strategic Asset Allocation) and Asset Strategies team, part of the Policyholder Assets division of Phoenix Asset Management.
This is a key role in the team which will help to deliver Group objectives on consistency, consolidation and climate solutions.This role offers an excellent opportunity for rotation, across the various asset management functions.ContextAs a team, we must deliver on many of the Group’s strategic priorities: harmonisation of approach across the heritage businesses and, where appropriate, between different types of business, avoidance of financial risk emanating from the climate emergency and innovating to provide cost-effective and risk-efficient exposure to a well-diversified asset base for policyholders.You will be responsible for carrying out complex investment analysis, managing complex processes and providing evidence that a robust risk and control framework is in place.Our work requires timely responses to internal and external parties – governance committees, Trustees and consultants, fund managers, administrators and others. Balancing priorities and managing expectations is a key skill for this role.Key Responsibilities

  • Develop and improve upon existing investment analysis and procedures to provide robust, effective and efficient investment processes and controls when reviewing and subsequently revising policyholder SAAs
  • Present output to relevant governance committees, stakeholders across the business and external parties such as Trustees and investment consultants
  • Proactively engage with stakeholders across the business and with external parties to assess the impact on risk capital requirements resulting from proposed changes
  • Ensure approved changes are implemented efficiently via effective communication with all parties, including fund managers, with solutions to evolving issues proposed if required
  • Ensure compliance with relevant procedures and processes and maintain evidence to provide an audit trail as required
  • Be ready to adapt to the requirements of different types of work (by planning and organising effectively) and work to challenging timescales

What We’re Looking ForEssential

  • Interest in and desire to learn more about listed and private markets
  • Numerate and analytical
  • Strong verbal and written communication

Desirable

  • Familiarity with principles of investment risk management
  • Effective communicator, comfortable presenting proposals for change and influencing stakeholders whose approval is required

Qualification(s)

  • Educated to degree level (or equivalent)
  • Holder of or willing to work towards Investment Management Certificate
  • Chartered Financial Analyst (desirable)

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 #LifeAtPhoenix

  • Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
  • Find or get answers from our colleagues:

#LI-SC1

Expected salary: £40000 – 50000 per year

Location: Birmingham – Wythall, Worcestershire

Location