We are pleased to announce an incredible opportunity to join us here at Phoenix Group as a Investment Operations Analyst to join the Investment Operations team, part of the Asset Management function. This role is a parental cover FTC, until 31st Jan 2026.
Salary and Benefits: up to £30,000 FTE (pro-rated and subject to experience) + pro-rated benefits such as bonus, excellent pension scheme, private medical insurance, electric vehicle scheme, 38 days holiday incl. Bank Holidays, plus 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more!
Grade: Investment Operations / Associate Band 1
Reporting to: James Best, Investment Operations Manager
Job Type: FTC approx. 6+ months (parental cover until 31st January 2026)
Location: This role will be based in our Telford office, with the team coming into the office a minimum of 2 days per week and the remaining will be flexible; working from the office or home. 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.

EXPERIENCE / KNOWLEDGE

Desirable

• Experience within Financial Services industry preferably in investment fund operations with understanding of Unit Linked and With-Profit funds (not essential as there are opportunities to learn within the role.).
• Proficient MS Excel user with experience with macros.

MINIMUM REQUIREMENTS

• Self-starter and independent worker with strong sense of ownership, capable of delivering to meet deadlines under pressure.
• Diligent working style with attention to detail and high standards for quality
• Excellent analytical and problem-solving skills with holistic financial thinking
• Good communication skills, with the ability to collaborate across a wide range of stakeholders.

THE ROLE

This is a great opportunity for someone to gain experience within a busy Investment Operations team during a 6 month period, covering for a team member on parental leave. You will support the team in delivering daily tasks, working to strict deadlines as determined by the investment markets we deal in. You will be involved in supporting the daily delivery of unit pricing, validating movements and ensuring creations are aligned with expectation. You will support the team in delivering monthly/quarterly tasks that are used by other stakeholders in the business.
You will be an organised and dependable member of the team, able to play a key part in the monitoring of actions and management of risks and controls that we are responsible for.

KEY RESPONSIBILITIES

• Pricing validation – Ensuring that prices and movements are aligned to the market.
• File processing – timely upload of pricing files and data to support daily pricing on the team.
• Oversight of outsourced activities – ensuring that suppliers adhere to agreed delivery times and standards .
• Risk and Control – support the on-going delivery of robust, effective and efficient operational, finance processes and controls.
• Account opening and compliance – supporting the opening of accounts at the Transfer Agency and their ongoing compliance.
• Reporting – supporting monthly / quarterly tasks to provide reporting to stakeholders across the business.