Investment Solutions Technical Analyst

Phoenix Group Holdings; City of Edinburgh; On-site; GBP 30,000 - 35,000; Full time

Job summary

Phoenix Group, a leading long-term savings and retirement business in the UK, is seeking an Investment Solutions Technical Analyst. The role involves managing and developing investment propositions, analyzing investment data, and improving operational processes, with excellent benefits and support for all applicants.

Benefits

Up to 8% bonus

Private medical cover

38 days annual leave

Excellent pension

12x salary life assurance

Income protection

3x volunteering days

Qualifications

• Proven experience in supporting Corporate Actions.
• Strong data analysis and reporting skills.
• In-depth Excel skills.

Responsibilities

• Supporting management and development of investment propositions.
• Conducting analysis across investment related data.
• Identifying operational risks and suggesting improvements.

Skills

Data analysis

Excel skills

Job description

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Investment Solutions Technical Analyst, Edinburgh

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Client:

Phoenix Group Holdings

Location:

Edinburgh, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

76e0cfd86e33

Job Views:

5

Posted:

02.07.2025

Expiry Date:

16.08.2025

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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.

Job Type: Permanent

Closing Date: 10th July

Salary and benefits:Up to £35,000 dependent upon experience plus 8% bonus up to 16%, 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 as an Investment Solutions Technical Analyst within our Pension and Savings Product function

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.

The role

You will be supporting the management and development of Phoenix's unit linked Investment proposition, including fund and lifestyle profile, launch, change and closure. Along with being involved in undertaking analysis across a wide range of investment proposition related data and information and reviewing and validating outputs from a range of sources. You will be required to apply analytical skills and technical investment knowledge to reviewing and resolve issues, maintain appropriate records, identify operational risks and make suggestions for continuous improvements and process or control developments.

What We’re Looking For

Proven experience of supporting Corporate Actions from impact analysis through to communication along with experience of changes to investment solutions and fund launches

• Strong data analysis and reporting skills along with in-depth Excel skills

Ideally have experience of working with investment funds and insured fund structures

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.

Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.