Senior Investment Analyst, Policyholder Investment Office (PIO)

Phoenix Group
Birmingham, United Kingdom
HybridCareer-pivot friendly

Who this role is best for

Strong fit for candidates with multi-asset portfolio management expertise who can oversee governance and stakeholder management in a hybrid work arrangement.

Best fit for

  • Candidates with a proven track record in multi-asset fund governance and stakeholder engagement
    — “In-depth knowledge and experience of policyholder (Asset Owner) fund governance”
  • Professionals with experience in investment operations and asset classes like equities and fixed income
    — “Experience and knowledge of investment management operating models, fund structures and asset classes including; equities, fixed income and alternatives”
  • Individuals who thrive in a hybrid work model with flexibility in location and hours
    — “This role could be based from our Edinburgh, London or Birmingham offices with time spent working from home and from the office.”

Things to consider

  • The position is a fixed-term contract, which may be a consideration for long-term career planning
    — “Job Type:  Fixed Term Contract (12 months)”

How to stand out

  • Demonstrate experience with portfolio management and governance in policyholder funds
    — “responsible for portfolio management of Policyholder Funds, covering all aspects of investment, operations, stakeholder management, stewardship and development.”
  • Highlight knowledge of investment markets and fund management methodologies
    — “In-depth knowledge and experience of investment markets, investment strategy and fund management methodologies”
  • Showcase ability to provide input to senior governance forums and manage stakeholders effectively
    — “Providing input to senior governance forums covering all aspects of Multi Asset Portfolio Management, oversight, monitoring and implementation”
  • Emphasize understanding of legal, tax, and regulatory environments related to policyholder investments
    — “Understanding of all aspects of investment management, investment operations, regulatory environment, evolution, policyholder outcomes and product types.”
  • Mention experience with Aladdin or similar investment platforms if applicable
    — “Experience of Aladdin, by BlackRock, would be beneficial.”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Company

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • oversight and implementation of asset allocation
  • performance monitoring of multi-asset funds
  • development of new multi-asset propositions
Typical background
multi-asset portfolio managementinvestment marketsfund management methodologies

Skills & requirements

Required

Multi-asset Portfolio ManagementAsset AllocationPerformance MonitoringInvestment MarketsInvestment StrategyFund Management MethodologiesInvestment OperationsRegulatory EnvironmentPolicyholder OutcomesInvestment Management Operating Models

Preferred

Aladdin (blackrock)CFACAIAIMC

Stack & domain

Multi Asset Portfolio ManagementSAA ImplementationSAA MonitoringInvestment MarketsInvestment StrategyFund Management MethodologiesInvestment OperationsRegulatory EnvironmentPolicyholder OutcomesProduct TypesInvestment Management Operating ModelsFund StructuresAsset ClassesPolicyholder Fund GovernanceLegalTaxCommunicationProblem-solvingLeadershipCFACAIAIMCFinanceInvestmentRetirement

About the role

Original posting from Phoenix Group

We’re looking for a Senior Investment Analyst to join our Policyholder Investment Office. If you’re looking for a new challenge with an organisation committed to putting customers first, aiming high and working together, you’ll thrive here.

Job Type:  Fixed Term Contract (12 months)

Location: Hybrid - This role could be based from our Edinburgh, London or Birmingham offices with time spent working from home and from the office.

Flexible working: All roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about flexible working here.

Salary and benefits:  From £60,000 depending on 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’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.

Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.

The role  

We have an incredible opportunity to join us as Senior Investment Analyst in our Policyholder Investment Office team. The Policyholder Investment Office is responsible for £240bn of customer money. This is a key role in the team, responsible for portfolio management of Policyholder Funds, covering all aspects of investment, operations, stakeholder management, stewardship and development.

Key responsibilities

Asset Allocation oversight and Implementation

Performance monitoring of Multi Asset funds

Supporting the development of new Multi Asset propositions

Providing input to senior governance forums covering all aspects of Multi Asset Portfolio Management, oversight, monitoring and implementation

Stakeholder management across internal and external parties

What are we looking for?

In depth knowledge and experience of Multi Asset portfolio management including SAA implementation and SAA monitoring.

In-depth knowledge and experience of investment markets, investment strategy and fund management methodologies, gained in the asset management industry or Life company Investment Office.

Understanding of all aspects of investment management, investment operations, regulatory environment, evolution, policyholder outcomes and product types. 

Experience and knowledge of investment management operating models, fund structures and asset classes including; equities, fixed income and alternatives (illiquids) and their application in Policyholder funds and products.

In-depth knowledge and experience of policyholder (Asset Owner) fund governance, coupled with a broad understanding of the legal, tax and regulatory environment.

Additional / Desirable

Experience of Aladdin, by BlackRock, would be beneficial. 

Industry recognised investment qualifications such as CFA/CAIA/IMC

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 working at Standard Life

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

Source: Phoenix Group careers

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