Hybrid Investment Proposition Reporting Analyst

Posted last week

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About the role

  • 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%
  • private medical cover
  • 38 days annual leave
  • excellent pension
  • 12x salary life assurance
  • income protection
  • 3x volunteering days

Job title

Investment Proposition Reporting Analyst

Job type

Experience level

Mid levelSenior

Salary

£40,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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