Job Description
We have an incredible opportunity to join us here at Phoenix Group as an Asset Reporting Specialist in our Policyholder Performance and Asset Reporting team within Retirement Solutions & Asset Management Commercial Finance.
Job Type: Permanent
Location: This role could be based in any of our UK offices
(London Birmingham, Telford or Edinburgh) with time spent working in the office and at home.
Flexible working: All of our 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 Phoenix Flex here.
Closing Date: 25th August 2025
Salary and benefits: Up to £65,000 subject to experience + bonus, private medical insurance, 38 days annual leave incl bank holidays, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more
Who are we?
We want to be the best place that any of our 6,600 colleagues have ever worked.
We’re Phoenix Group, we’re a long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.
The role
Reporting directly to the Asset Reporting Manager, the key focus of the Asset Reporting Specialist is to support production and distribution of investment asset data reports (including those containing Sustainable Investments data) and implementation of controls to ensure reports are complete and accurate.
The role will also span to work with the Reporting Development team to review new report requirements and provide data to assess the required build.
Key Responsibilities
- Production and distribution of investment asset data reports (including those containing Sustainable Investments data) and providing required commentary and analysis to an agreed schedule and required quality for internal and external stakeholders
- Ensure appropriate controls are implemented to ensure outputs are complete and accurate
- Apply continuous improvement mindset with processes to ensure they are performed in the most efficient way
- Work with the Reporting Development team to review new report requirements received from within and outside the team and provide them with data as required to enable an assessment of required build.
- Ensure stakeholders are managed effectively in delivery of reports and kept abreast of any delays or quality issues.
- Utilise available tools such as Marketplace, Quicksight and Power BI to deliver reports in the most efficient way and to ensure the correct data is used for the intended purpose.
What are we looking for?
- Experience with asset data or sustainable investments reporting (essential)
- Demonstrated experience in financial services industry
- Proven capability for working to demanding deadlines and to identify flawed input data, assumptions and/or processing.
- Excellent presentation skills with a proven ability to provide clear and succinct descriptions of data limitations and assumptions used.
- Excellent excel and analytical skills with a proven ability to interrogate and summarise data
- Good knowledge and interest in Sustainable Investments, the broader ESG context and issues and the latest disclosure requirements.
- Holder of a relevant professional qualification
Desirable
- Functional knowledge of end to end investment management technology / operating models, and downstream consumers / value chain.
- User of reporting tools such as Power BI
- Strong and demonstrable understanding of all asset classes, valuations, calculation methodologies
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.
Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.
Find out more about
- Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
- Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us
