Investment Operations Technical Analyst
Phoenix Group
Investment Operations Technical Analyst
Phoenix Group
Life insurance group managing heritage books
We’re looking for an Investment Operations Technical Analyst to join our Unit Matching, Box Management & Trading team. 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 (24 months)
Location: This role would be based from our Edinburgh office with time spent working from home and from the office (2-3 days).
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 £30,500 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.
Closing date: 24th November 2026
The role
This role offers a meaningful opportunity to join ourBox Management & Trading team and play a supportive part in helping us deliver clarity and confidence for our customers. You’ll contribute to the daily oversight of 3rd party box management processes, daily exception handling, trade adjustments and regular provision of Management Information.
Working closely with both internal colleagues and external partners, you’ll help to ensure that on a daily basis company exposure is within agreed tolerances. You’ll also support the team by maintaining Static Fund Data, contributing to the processing and analysis of Asset Allocation information, and monitoring 3rd party completion of any changes requested.
We’re looking for someone who brings organisation, reliability and a thoughtful approach to monitoring daily activity, managing risks and upholding the controls we’re responsible for. You’ll be a valued member of a team that supports one another, takes pride in doing things well, and makes room for continuous learning along the way.
Key Responsibilities
What are we looking for?
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
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.
Explore more opportunities at Phoenix Group