With Profit Investment Analyst

Phoenix; Hollywood; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

An established industry player is seeking an Investment Analyst to join their dynamic team within the Asset Management function. This role offers a unique opportunity to contribute to the management of Policyholder Funds, focusing on investment strategy, operations, and stakeholder engagement. The ideal candidate will possess a foundational understanding of investment management and a willingness to pursue relevant professional qualifications. With a commitment to inclusivity and flexibility, this organization is dedicated to fostering a supportive work environment. Join a forward-thinking firm that is making strides in sustainable investment practices and shaping the future of finance.

Benefits

Excellent Pension Scheme

Private Medical Insurance

Electric Vehicle Scheme

38 Days Holiday

12x Salary Life Assurance

Career Breaks

Income Protection

3x Volunteering Days

Qualifications

• Progress in a relevant professional qualification or applicable work experience.
• Broad understanding of investment management and operations.

Responsibilities

• Support the Head of With Profits Portfolio Management in delivering optimal outcomes.
• Assist in stakeholder management and governance forums.

Skills

Investment Management

Stakeholder Management

Portfolio Construction

Understanding of Asset Classes

Regulatory Environment Knowledge

Education

Relevant Professional Qualification

Job description

Job Description

We are pleased to announce an exciting new career opportunity for an Investment Analyst, to join the Policyholder Investment Office within the Asset Management function here at Phoenix Group!

Job Type: Permanent

Location: This role could be based in either our Wythall, Edinburgh or London offices with time spent working in the office and at home.

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.

Salary and benefits: £45,000 - £55,000 depending on experience plus bonus, excellent pension scheme, private medical insurance, electric vehicle scheme, 38 days holiday incl. Bank Holidays, plus 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more!

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked. We’re the UK’s largest 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

This is a key role within the function, offering a great opportunity to support the management of Phoenix Policyholder Funds; covering all aspects of investment, operations, stakeholder management, stewardship and development.

Key Responsibilities

• Work with and support the Head of With Profits Portfolio Management and wider team in delivering optimal outcomes for our With Profits policyholders.
• Support the development and delivery of investment strategy, performance, portfolio construction and manager change as it relates to With Profits Policyholder Funds.
• Responsible for BAU and ad-hoc issues affecting With Profits Policyholder business.
• Assist in stakeholder management to include representation at governance forums, committees and independent oversight bodies as required.
• Act as an Asset Management interface for Policyholder Investment Office with internal teams including Pensions and Savings, Finance, Compliance, Risk and Actuarial.
• Assess, design and implement consolidation and harmonisation strategies.
• Work with Asset Management colleagues on areas such as Investment Strategy/Strategic Asset Allocation (SAA) implementation, performance analysis, and integration of Sustainability and ESG.

What are we looking for?

• Some progress in a relevant professional qualification (or willingness to pursue) and/or applicable work experience.
• Broad understanding of all investment management, investment operations, regulatory environment, evolution, policyholder outcomes and product types.
• Some understanding of asset classes across equities, fixed income and alternatives (illiquids) and their application in With Profits Funds.
• Experience of interacting with stakeholders across multiple disciplines, i.e., Actuarial, Finance, Operations and Risk.
• Some knowledge of investment markets, investment strategy and fund management methodologies as they apply to With Profits.
• Broad understanding of legal, tax and regulatory environment.

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.

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