AM Reporting Analyst

Phoenix; City Of London; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading financial services provider in the UK is seeking a Reporting Analyst to join its Policyholder Performance and Asset Reporting team. The role involves supporting data management processes, ensuring data accuracy, and assisting with fund performance reporting. Ideal candidates should have experience in data management, excellent presentation skills, and proficiency in Excel and Power BI. The company offers flexible working arrangements and a competitive salary package.

Benefits

Private medical cover

38 days annual leave

Excellent pension scheme

12x salary life assurance

Income protection

Career breaks

3x volunteering days

Qualifications

• Experience in data management with attention to detail.
• Ability to meet demanding deadlines and identify data flaws.
• Proven analytical skills to structure and analyze data.

Responsibilities

• Support data management processes to maintain fund benchmarks.
• Run checks to confirm data accuracy before reporting.
• Assist with calculating metrics using EUCs.
• Monitor policyholder fund performance and maintain action plans.
• Document processes and ensure adherence to reporting framework.

Skills

Data management experience

Excellent presentation skills

Attention to detail

Proactive problem-solving

Ability to analyze data

Knowledge of Excel

Knowledge of PowerPoint

Knowledge of Power BI

Tools

Excel

PowerPoint

Power BI

Job description

Overview

Job Description

Job Type: Permanent

Location: This role could be located at either our Birmingham, Telford, Edinburgh or London Offices with the flexibility for remote working.

Flexible working: All of 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.

Closing Date: 29th September

Salary and benefits: £35,000 - £45,000 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

We’re pleased to announce an exciting new career opportunity for a Reporting Analyst to join our Policyholder Performance and Asset Reporting team within the RS&AM Finance Function here at Phoenix Group.

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.

What are we looking for?

• Support the doer/checker data management processes to maintain fund benchmarks and other slow moving/static data held in the relevant repositories. This includes updates to downstream systems (e.g. AC and Bancs).
• Run checks to confirm data received is complete and accurate before being used in calculations and reporting
• Source required data from market data vendors and fund managers
• Assist with the regular running of EUCs to transform data and calculate metrics, applying appropriate controls to mitigate risk of error.
• Support the Performance Reporting Specialists and Senior Analyst with monitoring and analysing the performance of policyholder funds including maintaining fund watchlists and action plans.
• Involvement in the production and distribution of policyholder fund data and reporting to internal stakeholders and governance committees.
• Regular contact with the key teams to understand data and other changes which impact funds
• Participation in programme/project work including inputting into requirements and build and testing of new reporting tools and processes
• Ongoing documentation of processes , procedures and controls
• Ensure processes are performed in accordance with the Policyholder Performance Reporting Framework and other applicable policies
• Implementation of continuous improvements to processes to ensure are as efficient and effective as possible

What are we looking for?

Essential

• Data management experience including great attention to detail and proactively investigating and solving issues
• Proven capability for working to demanding deadlines and to identify flawed input data, assumptions and/or processing.
• Excellent presentation skills with a proven ability to provide clear and succinct descriptions of data limitations and assumptions used
• Ability to effectively structure and analyse data and investigate anomalies
• Some functional knowledge of fund structures/end-to-end investment management technology / operating models, and downstream consumers / value chain in financial services industry
• Excellent knowledge of Excel and PowerPoint with some knowledge of reporting tools such as Power BI
• Keen to learn, and proactive in identifying possible improvements and efficiencies

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.

We’re reviewing applications as they come in, so apply early to avoid missing out.

Find out more about

• Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates

Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us