show menu

Investment Strategy Analyst

Job Summary

Salary:£47,000 - £70,000 + excellent benefits 

Location:London 

Working pattern:Permanent 

Closing date:15 December 2017 at midnight 

Reference:2837 

Making the move to Phoenix offers you the exciting prospect of applying your investment knowledge and expertise in a unique setting, with the UK’s largest closed Life and Pension Fund Consolidator and one of ‘Britain’s Top Employers’. We’re industry experts, but we’re always looking for ways to be better. You can help us deliver the best service to our customers by joining one of our Group Actuarial teams.

The Financial Management Group (FMG) is part of the Phoenix Group with responsibility for the development and implementation of investment strategies and ALM frameworks for the Group’s shareholder business c.£15bn predominantly fixed income.

Can you deal fluently with quantitative toolkits and systems, such as VBA. Matlab, Bloomberg, C++ and other analytical tools? If so, read on…

As an Investment Strategy Analyst you will enjoy a broad based role using your quantitative experience and knowledge to develop and implement modelling solutions to measure and report key investment metrics.

You will have an active role in implementing and supporting technology to measure and report financial risk. You will also be involved in supporting FMG’s objectives in developing and implementing investment strategies and frameworks in the following areas:

  • Asset/ALM risk inventory and reporting
  • Investment strategy/strategic asset allocation
  • Support M&A activities
You will also contribute by taking responsibility for model and process design, development, deployment and maintenance. You will use your communication and team building skills for education and transfer of model developments to Investment Risk team for ongoing operation. You will also be involved in things like: 
  • supporting other members in the development of asset allocation and risk management initiatives including the testing and validation of specific investment plans and ALM solutions  
  • supporting other members of FMG in creating investment updates to Group Board to inform them of market conditions, asset classes, and other matters influencing investment strategy
  • supporting the review, challenge and improvement of Phoenix Life risk and solvency model techniques, practices and outputs and M&A transactions
What we are looking for: You will possess some high quality technical qualifications relevant to modelling financial instruments and ideally be from a related financial services or banking background with a good understanding of capital and accounting standards and implications. It would be useful if you have worked at a Rating Agency or have been involved in taking assets from conceptual stage. You should be able to demonstrate:
  • Fluency with quantitative toolkits/systems such as VBA, Matlab, Bloomberg, C++, other analytical data tools
  • Experience of Database management system and SQL preferred
  • Knowledge of Financial Information System Software such as Fincad / Aladdin preferred
  • Experience in developing modelling solutions
  • Knowledge of the key risk characteristics across a broad range of asset classes, e.g. equity, fixed income, derivatives and property You will also have proven strong interpersonal skills with the ability to provide challenge, respond to challenges and work with a wide range of people to deliver objectives.
About the Company
We value our employees highly and have been one of Britain's Top Employers for the last 6 consecutive years. We are a member of the FTSE 250 index. We put people first in everything we do and are always looking for new professionals to join our talented team. Our funds are closed, enabling us to focus on areas that other businesses can't. This means that, among the many benefits of working at Phoenix (such as free lunches at our onsite restaurant, nature trail walk, putting green, free car parking, subsidised onsite sport facilities including gym, football & cricket pitches, tennis courts,excellent reward schemes….we could go on!), our staff can enjoy exposure to a diverse workload not found elsewhere. We're proud of what we do and we offer excellent training opportunities, career development and company culture.

 To apply online simply visit: https://applications.phoenixgroupcareers.co.uk

Apply for this job

If you have applied for a job or registered with us before, please login

If you are a new applicant, go straight to the application by clicking Apply Online below. This will automatically create an account for you.

 

Flexible working at Phoenix is: "A lifestyle that fuses your personal and professional life."

Phoenix believes in a culture of flexibility, depending on the role we may be able to offer working arrangements that suit your needs. In today's world of work / life challenges we recognise getting this right is important to our employees and the success of our business.

Examples of this may include but are not exclusive to the following:

Part Time: You would work less than full-time hours for the business, perhaps by working fewer days or hours per week.
Flexible hours: Still working your contracted hours, you would have flexibility to start and finish within agreed core working times.
Job Share: Where the role allows you would voluntarily share the duties of one full-time position with another colleague, splitting the hours on a pro-rata basis.
Home working: You would undertake some, or all, of your working duties from home or anywhere else other than the standard allocated place of work (including other Phoenix locations).

LGBT NetworkLGBT NetworkLGBT Network

If you have any difficulties with your application, please email the Resourcing Team at resourcing@thephoenixgroup.com




We notice that you are using a mobile device and unfortunately our online application form is not yet optimised for such devices. We think that your application may be better made from a laptop or desktop. In order to complete your application, please email yourself a link to this vacancy so you can apply later.

Email Me

Other things you can do with this job