Who are we?
We want to be the best place that any of our 8,000 colleagues have ever worked.

We’re the UK’s largest long-term savings and retirement business. We offer our 13 million customers products across our market-leading brands, including Standard Life, SunLife and ReAssure, with c.£310 billion of assets under administration. 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.

We have an incredible opportunity to join us here at Phoenix Group as a Shareholder Reporting Analyst to join our Shareholder Product Control team, part of the Business Control and Governance team, within Asset Management.

The role

The Shareholder Reporting function sits within the Shareholder Product Control team responsible for the reporting of the Shareholder assets and performance.

The Shareholder Reporting Analyst will report to the shareholder reporting lead.

The Shareholder Reporting Analyst will work closely with our trading desks and other key stakeholders to provide MI and insight over the Shareholder balance sheet, creating reports and MI to ensure targets are monitored and objectives met

The successful candidate will be part of the centralised team responsible for the shareholder reporting. This team will be the single point of reference for data collation and amalgamation from multiple sources, validating the data to ensure the reports are accurate and robust.

This team will provide reporting oversight on shareholder investments and BPA deals, forecasts, and targets to ensure the quality and accuracy of the underlying data. The successful candidate will liaise with the trading desks and other key stakeholders to resolve issues and ensure reporting is correct. This will be a high-profile role responsible for the integrity of reports provided to the following forums in Phoenix:

• Finance – liquidity information (VCT process)
• BIC - Board Investment Committee
• Enterprise Asset Management committee
• Group Board
• RemCo

Key responsibilities

• Collate Key Information – Perform data extraction and collation, ensuring consistent and accurate sources are used. This process is currently fragmented but is undergoing system development to automate, centralise and increase the efficiency of the process, and improve the consistency and quality of report generation by this new team. The successful candidate will be responsible for identifying and adopting the automation opportunities as they become available and identify other opportunities to simplify and improve the process with the intention to improve data quality, integrity and consistency, and the timeliness of reporting. The successful candidate is expected to identify opportunities for continuous process improvement and increasing automation and efficiency of the reporting process.
• Analyse Data – Provide insight and oversight of the results; liaise with key stakeholders to ensure accuracy, alignment and consistency of data across the organisation on a timely basis to meet tight deadlines
• Report Performance against Targets – Responsible ensuring the production of reports on a timely basis, maintaining process documentation for target setting and monitoring.
• Support Investment Decision Making – Through production of timely meaningful reports and analysis.
• Manage Interaction with Key Stakeholders – Responsible for building and maintaining relationships with key stakeholders. To be recognised as the Phoenix SME on Shareholder reporting, facilitate discussions and resolve queries across internal teams. Encourage colleagues to adopt new systems and process

What we're looking for

Qualifications

• Undergraduate degree of equivalent
• Part Qualified ALM Actuary or Accountant with relevant experience

Experience

• Ideally, understanding of an insurance company balance sheet
• Ideally, understanding of the measurement and reporting of Shareholder assets and BPA transactions
• Ability to understand investment data and the sources of production
• Able to offer innovative approaches, alternatives and solutions to complex problems as well as benefits and risks to different approaches
• Maintain financial models and reports and assess the reasonableness of outputs
• Ability to analyse data and resolve queries

Personal Attributes / Skills

• Ability to articulate different scenario methodologies and results
• Communication and technical skills to interact with senior business stakeholders
• Operates in a collaborative manner with team, every asset management function and trading desk
• Comfortable managing complex and detailed projects and liaising with stakeholders effectively
• Comfortable dealing with ambiguity
• Proficient use of MS Excel, Word, PowerPoint and in-house systems
• Understanding of how an insurance balance sheet works
• Ability to perform complex calculations and projections

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.

Find out more about #LifeAtPhoenix

• Guide for Candidates: www.thephoenixgroup.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us

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