Investment Solutions Senior Analyst

TN United Kingdom; London; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

Join a forward-thinking company as a Senior Analyst in the Investment Solutions department, where you will play a crucial role in shaping customer-facing investment reporting. This dynamic position involves collaborating with stakeholders to enhance investment content and ensure it meets diverse needs. With a strong focus on project management and effective communication, you'll contribute to the future of reporting in a regulated environment. Enjoy a competitive salary, generous benefits, and the opportunity to make a significant impact in a leading UK organization committed to sustainability.

Benefits

Private Medical Cover

38 Days Annual Leave

Excellent Pension

12x Salary Life Assurance

Income Protection

3 Volunteering Days

Qualifications

• Experience in customer-facing investment reporting in Life and Pension or Investment sectors.
• Strong project management and operational efficiency skills.

Responsibilities

• Support unit-linked Investment Proposition by defining customer-facing reporting.
• Collaborate with stakeholders to design investment content aligning with needs.

Skills

Investment Reporting

Project Management

Communication Skills

Risk Management

Job description

Investment Solutions Senior Analyst, London

Client: Phoenix Group Holdings

Location: London, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference: ccf53fe805d4

Job Views: 2

Posted: 07.05.2025

Expiry Date: 21.06.2025

Job Description

Location and flexible working: Edinburgh, London, Wythall (Birmingham), or Telford. All roles are open to part-time, job-share, and other flexible arrangements. We will discuss your needs during the recruitment process.

Job Type: 12-month Fixed Term

Closing Date: 20th May

Salary and benefits: Up to £60,000 depending on experience, plus 16% bonus (up to 32%), private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3 volunteering days, and more.

Recruiter: Douglas Smith

Join Phoenix Group as a Senior Analyst within the Investment Solutions department.

Who are we?

We aim to be the best place our 6,600 colleagues have ever worked. We are the UK’s largest long-term savings and retirement business, offering products across our market-leading brands, including Standard Life, SunLife, Phoenix Life, and ReAssure. About 1 in 5 UK residents has a pension with us. As a FTSE 100 organization, we are committed to transitioning our portfolio to net zero by 2050.

The role

Support our unit-linked Investment Proposition by working on projects to define the future of customer-facing reporting, including fund fact sheets. Responsibilities include understanding current processes, defining business requirements, and creating a harmonized model for Phoenix Group. You will develop and evolve collateral to set and maintain clear customer expectations.

You will collaborate with stakeholders to design and refine investment content, ensuring it aligns with customer, client, and stakeholder perceptions and needs.

What We’re Looking For

• Experience implementing customer-facing investment reporting in Life and Pension or Investment sectors.
• Effective communication skills for engaging senior stakeholders, challenging the status quo, and managing conflicts.
• Strong project management and operational efficiency skills to meet stakeholder demands.
• Experience working in a regulated environment, with risk management responsibilities.

We welcome applicants from diverse backgrounds. If your experience differs from the description but you believe you can add value, we encourage you to apply. Please inform us of any recruitment process adjustments you require.

Note: We may remove the job advert before the closing date. Apply early to avoid missing out.