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Phoenix Group

Life insurance group managing heritage books

Investment Operations Technical Analyst

Finance & BankingPosted on Nov 10
Full-timeEdinburgh, UK

About the Job

Requirements

  • Demonstrable experience in unit-linked and/or with-profits fund administration, with strong knowledge of unit pricing, unit matching, box management, and trading.
  • Strong understanding of box management and trading processes, including key controls, reconciliations, and operational risks.
  • A track record of delivering process improvements and technical change, identifying opportunities and translating them into practical, controlled solutions.
  • Ability to interpret complex technical information and communicate clear recommendations to stakeholders across different levels and areas of expertise.
  • Hands-on experience with EMX, Calastone, or similar trade-processing platforms, with a strong understanding of the end-to-end trade lifecycle.

Responsibilities

  • Develop subject-matter expertise in unit matching, box management, and trading processes to safely deliver core responsibilities and support change initiatives.
  • Plan, oversee, and own team deliverables, ensuring accurate and timely completion of team activities and applying specialist knowledge as required.
  • Support and own continuous improvement, seek efficiencies, and create an environment where team members are empowered to do the same.
  • Analyze issues and propose or implement solutions while carefully considering customer and shareholder impacts.
  • Engage with internal and external stakeholders and suppliers to help resolve issues, escalating where necessary.
  • Contribute to daily oversight of third-party box management processes, daily exception handling, trade adjustments, and regular provision of management information.
  • Help ensure company exposure remains within agreed tolerances on a daily basis.
  • Maintain Static Fund Data, contribute to processing and analysis of Asset Allocation information, and monitor third-party completion of requested changes.

About the Company

Phoenix Group

Life insurance group managing heritage books

Phoenix Group handles both ongoing and closed life insurance and pensions businesses. Its open brands include SunLife and Standard Life, while its core strength lies in managing heritage (closed) books of business that are no longer open to new customers, providing administration and policy servicing for those portfolios. The company operates offices across the UK and has activities in Dublin and Frankfurt, giving it a broad geographic footprint. Its approach centers on maintaining long-standing policies and ensuring reliable service for customers, with a strong emphasis on being a good employer and community partner. Distinguishing factors include specialized expertise in closed books, scale across multiple markets, and a reputation as a top employer. The main goal is to look after colleagues, customers, and communities while delivering value from both open and heritage life and pension book administration.

Company size
51-200
Company stage
IPO
Headquarters
Abu Dhabi, United Arab Emirates
Founded
1782

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