Phoenix Group

Senior Investment Analyst, Policyholder Investment Office (PIO)

Phoenix Group  •  Birmingham, GB (Hybrid)  •  2 hours ago
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Job Description

We’re looking for a Senior Investment Analyst to join our Policyholder Investment Office. If you’re looking for a new challenge with an organisation committed to putting customers first, aiming high and working together, you’ll thrive here.

Job Type: Fixed Term Contract (12 months)

Location: Hybrid - This role could be based from our Edinburgh, London or Birmingham offices with time spent working from home and from the office.

Flexible working: All 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 flexible working here.

Salary and benefits: From £60,000 depending on experience plus bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

Who are we?

We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.

Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.

The role

We have an incredible opportunity to join us as Senior Investment Analyst in our Policyholder Investment Office team. The Policyholder Investment Office is responsible for £240bn of customer money. This is a key role in the team, responsible for portfolio management of Policyholder Funds, covering all aspects of investment, operations, stakeholder management, stewardship and development.

Key responsibilities

  • Asset Allocation oversight and Implementation
  • Performance monitoring of Multi Asset funds
  • Supporting the development of new Multi Asset propositions
  • Providing input to senior governance forums covering all aspects of Multi Asset Portfolio Management, oversight, monitoring and implementation
  • Stakeholder management across internal and external parties

What are we looking for?

  • In depth knowledge and experience of Multi Asset portfolio management including SAA implementation and SAA monitoring.
  • In-depth knowledge and experience of investment markets, investment strategy and fund management methodologies, gained in the asset management industry or Life company Investment Office.
  • Understanding of all aspects of investment management, investment operations, regulatory environment, evolution, policyholder outcomes and product types.
  • Experience and knowledge of investment management operating models, fund structures and asset classes including; equities, fixed income and alternatives (illiquids) and their application in Policyholder funds and products.
  • In-depth knowledge and experience of policyholder (Asset Owner) fund governance, coupled with a broad understanding of the legal, tax and regulatory environment.

Additional / Desirable

  • Experience of Aladdin, by BlackRock, would be beneficial.
  • Industry recognised investment qualifications such as CFA/CAIA/IMC

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.

We’re reviewing applications as they come in, so apply early to avoid missing out.

Find out more about working at Standard Life

Phoenix Group

About Phoenix Group

We’re Phoenix Group, and our customer brands include SunLife, Standard Life, Phoenix Life, and ReAssure. While we have a thriving ‘open’ business through the Standard Life and SunLife brands, a key driver of value for us is our expertise in managing ‘heritage’ books of business no longer open to new customers.

We have offices around the UK as well as operations in Dublin and Frankfurt. As one of Britain’s Top Employers, we offer opportunities for you to challenge and develop yourself in a company that looks after our colleagues, customers and communities.

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Phoenix Group is the brand for Phoenix Group Holdings PLC, its subsidiary companies and brands.

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Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
London, GB
Year Founded
Unknown
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