Strategic Trading & Reporting Lead (Hybrid)

AXA; Tunbridge Wells; Hybrid; GBP 70,000 - 95,000; Full time

Job summary

AXA Health is seeking a strategic Trading and Reporting Manager to oversee trading activities, portfolio management and performance reporting. You will work closely with senior leadership to align trading actions with growth and financial targets.

The role involves budgeting, expense management, and delivering insights through dashboards and reports. A hybrid work arrangement is expected with office and client engagement as needed.

Qualifications

• Maths A-level or a numerate degree is required.
• Experience in trading management and portfolio planning is preferred.
• Strong analytical, financial and reporting skills using Excel/PowerPoint.
• Effective stakeholder management with senior leaders is essential.
• Attention to detail with the ability to manage multiple priorities.
• Commercial acumen with strategic thinking is key.
• Ability to operate in a fast-paced environment.

Responsibilities

• Collaborate with Directors to define and refine trading strategies aligned with growth objectives.
• Lead strategic planning, phasing and reforecasting processes across the year.
• Oversee trading portfolio and monitor performance against targets.
• Optimise trading opportunities and allocate resources via performance management.
• Develop and improve the Distribution Dashboard and variance analyses.
• Lead budgeting and expense management with Finance and cost centres.
• Present trading and financial metrics to senior leadership for decisions.

Skills

Maths A-level

Data analysis

Strategic thinking

Analytical skills

Stakeholder management

Education

A-level Maths or numerate degree

Tools

Excel

PowerPoint

Anaplan

Job description

AXA Health is seeking a strategic Trading and Reporting Manager to oversee trading activities, portfolio management and performance reporting. You will work closely with senior leadership to align trading actions with growth and financial targets.

The role involves budgeting, expense management, and delivering insights through dashboards and reports. A hybrid work arrangement is expected with office and client engagement as needed.