Investment Proposition Reporting Manager

Phoenix; City of Edinburgh; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading investment firm in the UK is seeking an experienced Investment Proposition Reporting Manager to join their Product Communications and Reporting Department. This role involves enhancing the customer experience through clear reporting and managing stakeholder relationships. The ideal candidate will have proven experience in investment reporting within a Pension & Savings context and excellent communication skills. The position offers flexibility in working arrangements.

Benefits

Up to £50,000 salary

16% bonus

Private medical cover

38 days annual leave

Excellent pension

12x salary life assurance

Income protection

3x volunteering days

Qualifications

• Proven experience in implementing investment reporting within Pension & Savings or Investment companies.
• Ability to convey complex information to senior stakeholders.
• Strong interpersonal skills to manage diverse stakeholder relationships.

Responsibilities

• Enhance customer experience by transforming complex investment information into engaging reporting.
• Gather insights for design processes from stakeholders.
• Develop and manage relationships with customers and stakeholders.

Skills

Implementing investment reporting

Excellent communication skills

Interpersonal skills

Planning and organizational skills

Job description

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: 27th October

Salary and benefits: Up to £50,000 dependent upon experience plus 16% bonus up to 32%, 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 to join us here at Phoenix Group an Investment Proposition Reporting Manager in our Product Communications and Reporting Department in Pensions and Savings.

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked. We’re Phoenix Group, 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 tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

The role

You will play a key role in enhancing the customer experience by transforming complex investment information into clear, engaging, and accessible reporting, supporting our ambition to deliver high quality, customer focused fund and solution communications.

You will be responsible for the collaborative process of design and refinement of ideas with stakeholders by proactively gathering insight to feed into the design process around how our customers, clients and stakeholders think and feel about our investment related content along with being able to represent projects/activities and provide technical consultancy, providing guidance to others and apply knowledge and judgement in making recommendations.

You will develop and manage relationships with internal and external customers, suppliers and stakeholders at all levels, providing support and technical guidance to ensure successful delivery of objectives along with assimilating complex and detailed technical information to present in a clear, understandable and persuasive way, to a variety of audiences including senior staff and cross-divisional/external stakeholders.

What We’re Looking For

• Proven experience of implementing investment reporting as part of one or multiple change projects within a Pension & Savings or an Investment company
• Excellent communication skills, with the ability to convey complex information, ideas and plans to senior stakeholders, constructively challenge existing processes, and elevate issues where appropriate
• Challenge and question the status quo in an effective manner and elevate any conflicts
• Strong interpersonal, networking, planning, and organisational skills to manage diverse stakeholder relationships and deliver activities effectively

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