Investment Management Analyst

Investment Management Analyst

£39,380 - £49,225 + Bonus & Benefits 

Wythall, South Birmingham (B47)

6 Months Fixed Term Contract

About the role

Reporting into the Investment Management Executive this role is to provide key support in the management of key investment relationships across the Group, ensuring that the investment principles of governance, performance and asset management are delivered and adhered to.  You will be responsible for ensuring controls; processes and the review schedule are all maintained and updated accordingly.

We are now 18 months down the line with our acquisition of Standard Life Aberdeen and there is still much work to be done along with future M&A activity in the pipeline. With that in mind, this role you will be given the opportunity to utilise the skill set you have as well as being able to build new ones and continue to develop within this profession. 

Key Responsibilities

• To understand all aspects of the investment management process including investment strategy, mandate compliance and portfolio structure.

• Support the instruction process including drafting instructions, maintenance of the investment instruction log and ensuring efficient response and implementation.

• Input and support the LifeCo investment governance process and operation.

• Support in the implementation of an efficient fund structure including recommendations for fund rationalisation and merger.

Essential

• Understanding of investment cycle and impact on performance.

• Broad understanding of legal, tax and regulatory environment.

• Acts on own initiative, able to make logical decisions and formulate judgements.

• Able to develop and maintain communication and relationships at all levels of the Group across different business channels.

Desirable

• IMC

• Life & Pensions experience

About us

Phoenix Group is the largest specialist consolidator of heritage life assurance funds in Europe. Our main focus is on closed life fund consolidation where we specialise in the acquisition and management of closed life insurance and pension funds. We call this our Heritage business.

Alongside this, we have an open business which manufactures and underwrites new products and policies to support people saving for their future in areas such as workplace pensions and SIPPs. This open business is underpinned by a strategic partnership with Standard Life Aberdeen plc following our acquisition of Standard Life Assurance Limited in 2018. We also have a market leading brand - SunLife - which sells a range of financial products specifically for the over 50s market.

In total the Group has over 10 million policyholders and £240 billion of assets and we have operations in the United Kingdom, Ireland and Germany. The Group has five operating life companies which hold policyholder assets and a distribution business, SunLife.

We believe the insurance industry is bifurcating and splitting into 'capital heavy' insurance specialists who will continue to underwrite and administer insurance products and 'capital light' firms who will concentrate on sales and distribution.  Phoenix's vision is to be Europe’s Leading Life Consolidator in this bifurcating market which we estimate has a market size of £540 billion across the UK, Germany and Ireland.

N.B. When on the Phoenix Careers site, first time visitors will be asked to register before applying.

Closing date: Midnight, Friday 12th June 2020.