Job Description
We have an incredible opportunity to join us here at Phoenix Group as an MI & Governance Analyst to join our Operations Team in the Asset Management COO function. This role would suit someone who is looking to progress their career in risk and governance, and has a data-driven approach. Training will be provided.
Job Type: Permanent
Location: This is a hybrid role, and will be based in either one of our Telford / Edinburgh / Wythall offices, with some time working between the office (3 days per week) and home. There may be some travel between our Phoenix offices.
Salary and Benefits: £30,000 - £40,000 (subject to experience) + bonus (pro-rated), excellent pension scheme, private medical insurance, electric vehicle scheme, 38 days holiday incl. Bank Holidays (pro-rated), plus 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more!
Who are we?
We're the UK's largest long-term savings and retirement business. We offer our 12 million customers products across our market-leading brands, including Standard Life, SunLife and ReAssure, with c.£259 billion of assets under administration. We're a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050.
The Team
Asset Management ('AM') Operations is a key support function for various stakeholders within AM and beyond. It has wide-ranging accountability ensuring operational control of investment activities, supporting the Group and AM Governance framework and delivery of investment reporting.
The Role
This is an exciting opportunity for an individual with a proactive attitude and keen eye for detail to play a collaborative role supporting part of Asset Management within the Phoenix Group, where versatility and resilience are essential to ensure the success of the team. The MI & Governance Analyst role has wide-ranging duties to support the timely and accurate delivery of Management Information (MI), and help to ensure that Risk & Governance and Business Control requirements are met across the team.
Key Responsibilities
MI & Governance
1. Interaction with Business Control and Governance on all policies, framework and deliverables to ensure they are being adhered to.
2. Maintaining and regularly reviewing a Risk & Control library and framework for AM Operations.
3. Support the AM Operations Management team with review of Audit / Action Plans / Risk reports.
4. Following Business Control processes to support the completion of Quarterly RCSA and EUC attestations.
5. Coordinating the delivery of monthly MI pack to document key achievements and Risk & Controls.
Support
1. Contribution towards the successful reporting and tracking the key deliverables of the AM Operations function.
2. Support and implement activities to continuously improve delivery.
3. Follow documented business processes, contributing to enhancing the documentation, controls and oversight framework.
4. High regard for accuracy and understanding the importance of actions and data being accurate.
5. Supporting the AM Operations team and wider business with ad-hoc queries.
What we're looking for
Experience (preferred, but not essential)
1. Some experience of working in a Financial Services organisation, preferably in Asset Management.
2. Interested in data and proficient Excel capability (Intermediate level).
3. Experience in utilising Power BI for real-time data.
4. Some knowledge of end-to-end investment operating models would be ideal.
Personal Attributes
1. Self-starter and independent worker with strong sense of ownership.
2. Agility and vision to adapt processes in an ever-changing environment.
3. Good communication skills with the ability to collaborate.
4. Proactive and adaptive within a constant changing environment.
Skills
1. Good Analytical and problem-solving skills.
2. Ability to work to tight timescales within a high energy team environment.
3. Very good skills in preparing well structured reporting output.
4. Ability to work within a team.
5. Good communication skills.
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.
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