Job Description

Job Type: Fixed Term Contract (9 months)

Location: This role could be based from our Telford, Birmingham or Edinburgh office with time spent working from home and from the office (3 days per week in the office)

Salary and benefits: From £60,000 (subject to 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 want to be the best place that any of our 6,600 colleagues have ever worked.

We’re Phoenix Group, we’re a 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 Team

Our Investment Operations team are responsible for the administration of around 5,000 unit-linked and with-profits funds with over 17,000 pricing series linked to them. On a daily basis, Investment Operations are responsible for oversight of fund accounting and unit pricing, unit matching and box management, trade and settlement processing, validating and overseeing instructions from Phoenix’s Portfolio Management team, and maintaining the data that underpins all our fund-related activities.

The Role

In this role, you’ll need to apply your technical and leadership skills to guide and support our Fund Data Oversight team as they carry out a range of activities including fund event coordination and processing, fund data reporting, and maintaining static data in fund and policy administration systems.

You’ll need to be able to build on your existing investment operations expertise to quickly become a technical expert on how we administer our funds – we’ll make sure you’re fully supported on this. It’s critical that you take the lead and challenging how things are done, finding solutions to problems, and guiding others around you to do the same.

Key Responsibilities

Leadership of Team – Provide leadership cover for duration of role, ensuring that team members are supported in their deliverables and given the opportunity to learn and develop.
Plan, oversee and own team deliverables – Ensure accurate and timely deliverable of the team’s activities, applying specialist knowledge as required.
Continuous Improvement – Drive forward continuous improvement in Fund Data Oversight team. Seeking out efficiencies and creating an environment where team members are empowered to do the same.
Key Stakeholder Management – Take responsibility for engaging with internal and external stakeholders and suppliers. Manage service issues to resolution.
Strategic input – Support the Investment Operations leadership team in identifying strategic change opportunities, develop collateral to support and influence decision makers on future direction of Investment Operations

What are we looking for?

In-depth knowledge of Investment Operations functions covering unit-linked fund administration processes (including unit pricing, unit matching, box management and trading).
Detailed understanding of fund events/corporate actions that occur on collective investment funds, e.g. OEICs and UTs.
Demonstrated experience leading technical teams and developing subject matter experts.
Comprehensive understanding of fund hierarchies and fund data structures.
Proven ability to communicate complicated technical content to stakeholders at all levels.

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 #LifeAtPhoenix

Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us

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