Salary & Benefits: c.£90,000 - £100,000 (subject to experience) + asset management bonus, excellent pension scheme, private medical insurance, 38 days holiday incl.
Bank Holidays, plus 12x salary life assurance, income protection, 3x volunteering days and much more!Job Type: PermanentHiring Manager: Head of Manager Research & Selection, Policyholder Assets - Asset ManagementLocation: This role could be based in either our London or Edinburgh offices with time spent working in the office and at home.
We have an incredible opportunity to join us here at Phoenix Group as a Research Specialist within the Manager Research & Selection Team in the Policyholder Investment Office, within the Phoenix Asset Management function.
The team is responsible for implementing the investment strategy for c.£240bn of Customer Assets.Who are we?We want to be the best place that any of our 6,600 colleagues have ever worked.
We're the UK's largest 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 RoleThis is a senior role in the team and as the subject matter expert, you will be responsible for investment manager research, selection and investment performance oversight as well as delivery of investment projects with key financial objectives in the Policyholder Investment Office.
Key ResponsibilitiesManaging Internal and External Stakeholders Assist Head of Manager Research and Selection in liaising with external investment management partners in implementing the policyholder investment strategy Foster and nurture existing Asset Management Partnerships Act as delegate for Head of Manager Research & Selection in meetings and interactions with investment management partners Stakeholder management on behalf of the Manager Research and Selection team at governance forums, committees and independent oversight bodies as required Working with the Sustainability team, developing and evolving our framework and coordinating with our Asset Managers to embed sustainability requirements into mandates Working with wider Policyholder Investment Office sub-teams such as the Portfolio Management Team, Investment Strategy, Investment Solutions team and Phoenix Unit Trust Managers (PUTM) to maintain manager adherence to investment management agreements Working with the operational due diligence, Asset Management Operations, Compliance and Line 2, as required Manager Selection Research and Review Process Working with and supporting Portfolio Managers and the Portfolio Management in delivering financial risk return objectives for the policyholder portfolio Engaging with existing Asset Management partners to build strong relationships, to support delivery of investment strategy and reporting of investment performance, as well as adherence to operational requirements Coordinating and attending Manager Investment performance quarterly and annual reviews, both from a sustainability perspective but also from a broader oversight perspective.
Assisting in the assessment and write up of these meetings Contributing to the manager selection process as it relates to investment and sustainability aspects, and more broadly as specific RFP requires Compiling and coordinating updates on asset management partners to local, enterprise and board governance Interfacing with internal teams outside of the Policyholder Investment Office, as it relates to Investment Managers, including those within Pensions & Savings, Finance, Compliance, Investment Operations, Risk and Audit as part of the review, search and selection processes What we're looking for:Minimum Requirements (Essential)Experience Understanding of the insurance market, complexities of new asset classes and sustainability Demonstrated experience and understanding of how to manage complex relationships across multiple external stakeholder groups, as well as internal stakeholders; Actuarial, Finance, Operations and Risk.
Knowledge and experience across investment markets, investment strategy and portfolio management and performance measurement, with a focus on Fixed Income Broad understanding of legal, tax and regulatory environment, as it applies to Asset Management Qualifications CFA / MBA (desirable, but not essential) Personal Attributes Acts on own initiative, with strong sense of ownership, contributes new ideas, able to make logical decisions and formulate judgements Ability to communicate effectively, build key relationships and influence internal and external stakeholders Proactively keeps abreast with market trends to develop holistic financial thinking 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.