Career Family, Level & Title : Investment Portfolio Management, Universal - Investment Analyst
Job Type : Permanent
Hiring Manager : Anthony Dunn
Closing Date : 26th May 2023
At Phoenix Group, our talented people act with integrity, deliver on promises and care about our customers, charities, and our role in the wider economy. We’re really proud of our legacy of helping our customers plan responsibly for their future. We utilise our diversity of outlook and unrivalled expertise to serve our customers better than anyone else. Working together for the right reasons we can achieve great things; for you, for our customers, for the business, and for society as a whole.
This role is as an important resource within the Shareholder Assets team (front office), who are responsible for originating, structuring and selection of investment strategies for the Phoenix Shareholder investment portfolio, in particular Bulk Purchase Annuity (BPA) transactions.
The position requires ability to learn quickly and work independently, with considerable energy and in a markets and transaction-driven investment environment, including building a useful industry network.
The role is a permanent position. The position holder will report to the Shareholder Assets Strategic Planning Manager and work closely with the wider Shareholder Assets team, including the Phoenix Group CIO and Head of Shareholder Assets.
Key Responsibilities
- Assistance in Preparation of Presentation Materials – creating customised analysis and presentations covering portfolio management, as well as market and strategic developments for a range of audiences (internal asset management forums, up to Phoenix Group board level and external investors / strategic partners), in a time sensitive environment
- Quantitative Analysis of Investment Recommendations – monitor and manage risk exposures and quantifying impacts of proposed management actions on Phoenix Shareholder investment portfolios. Develop and maintain knowledge necessary to act as a subject matter expert
- Support of Bulk Purchase Annuity (BPA) Transaction Pipeline and Deployment Tracking – development and delivery of investment strategy using data gathered from internal and external sources and discussions with stakeholders
- Monitoring of Market Developments in Key Areas Impacting Phoenix Group – interest rates, fixed income market, equities, broader macroeconomic indicators, and ongoing news flow
- Ongoing Business Project Management – tactical and strategic initiatives related to daily activities of the Shareholder Assets team
What We’re Looking For
- Contribute to delivery of Phoenix Asset Management Shareholder Management Actions
- Direct and crucial support to Business Manager, Head of Shareholder Assets and Group CIO in delivering strategic communications to Board/ExCo level audience
- External relationships include Phoenix Asset Management’s professional advisors, portfolio manager and market participants
- Highly motivated, able to learn quickly and to handle tight deadlines
- Strong communication and presentation skills
- Ability to develop presentations and communicate complex issues in a clear and concise fashion
- Attention to detail and very good numerical skills
- Strong, collaborative team skills
- Highly capable of developing effective relationships and collaborating across a wide range of stakeholders
- Very strong lateral and critical thinking ability, good problem-solving skills
- Seeks to drive efficiency and improve processes where possible
What We Offer
Bring your ‘whole self’, skills and dedication to the Phoenix Group and we’ll recognise your effort, support your development and help to drive your ambition. We’ll ensure you’re rewarded for your contribution with a competitive package that includes an attractive pension, annual bonus potential, private medical insurance, generous holiday entitlement, enhanced maternity and adoption leave and a range of other financial services and lifestyle flexible benefits.
Join us and you join a unique organisation. It’s not just the 14 million policyholders we serve, or the £300 billion of assets we look after. Or that we’re a FTSE 100 company that has been listed as one of the UK's Top Employers for nine years running. It’s our talented, inclusive and diverse workforce that makes us a success. We offer flexible working opportunities ensuring we attract and retain the very best of talent. Find out about more about our people’s stories , our values and our commitment to diversity .
Knowledge & Experience
- Experience and knowledge of capital markets, in particular fixed income and interest rates
- Awareness of asset management and insurance markets and trends
- Some knowledge of efficiency of assets under Solvency II balance sheet framework
- Good modelling and analytical skills
- Strong working knowledge of MS Office (Excel, PowerPoint, Word); Bloomberg experience desirable
- Two years prior experience at banks, asset managers or investment consultancy preferred. Specifically, prior experience in either i) Asset and Liability Management, ii) Investment Research and iii) Investment Advisory
- At least an undergraduate degree in Finance, Economics, Business, Mathematics or similar
- Evidence of work towards relevant professional qualifications (CFA, FIA etc.) would be
Phoenix Group is a member of the FTSE 100 index and is the UK’s largest long-term savings and retirement business. We specialise in the acquisition and management of Heritage life insurance and pension funds. We’ve businesses in the UK, Germany and Ireland and hold a broad range of both Heritage and Open products split across three key business segments: UK Heritage, UK Open and Europe. Our open business manufactures and underwrites new products and policies to support people saving for their future in areas such as workplace pensions and SIPPs, primary under the Standard Life brand. And we market corporate pension trustee services and manufacture products to be sold under other brands. Did you know Phoenix Life manufactures SunLife’s market leading Guaranteed Over 50’s plan? Find out more about Phoenix Group here .
We value diversity in our workforce and welcome enquiries from everyone.