Investment Proposition Reporting Analyst enhancing customer experience through clear investment reporting in Pensions and Savings at Phoenix Group.
Responsibilities
Play a key role in enhancing customer experience by transforming complex investment information into clear, engaging reporting
Produce fund fact sheets, infographics, and performance reporting
Involved in the development of new investment reporting and changes to existing reporting
Carry out investigations and provide technical support to other business areas
Requirements
Strong knowledge of investments and investment propositions for the UK pensions industry
Practical experience of creation and change of customer facing investment reporting
Ability to clearly and effectively communicate information, ideas and plans to stakeholders
Excellent relationship building skills with the ability to collaborate with stakeholders both internally and externally and at all levels of the organisation
Proficient with Excel, including spreadsheet creation, calculations, and clear data presentation
Benefits
up to £40,000 dependent upon experience plus an indicative bonus range of 8% to 16%
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