Cash Management Specialist, RS&AM

Phoenix Group
United Kingdom
Workplace: HybridFull timeGBP 43,200+ annuallyFunction: Capital Markets, Trading & QuantSkills: ["Customer focus","Process improvement","Risk awareness","Stakeholder engagement","Problem solving"]

Own and optimize daily cash management for investment operations, including liquidity monitoring, cash projections, and executing payments and trade settlement activities across custodian systems. Act as a subject matter expert for cash-related queries, resolving issues and driving root-cause improvements with internal teams and third-party providers. Support process, systems, and onboarding change, while maintaining strong risk and control standards and coordinating team outputs and escalation.

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Phoenix Group
Phoenix Group
4 days ago

Cash Management Specialist, RS&AM

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Own and optimize daily cash management for investment operations, including liquidity monitoring, cash projections, and executing payments and trade settlement activities across custodian systems. Act as a subject matter expert for cash-related queries, resolving issues and driving root-cause improvements with internal teams and third-party providers. Support process, systems, and onboarding change, while maintaining strong risk and control standards and coordinating team outputs and escalation.
Location: United Kingdom
Workplace: Hybrid
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

Key Responsibilities

  • •Support end-to-end daily cash management including cash projections, liquidity monitoring, and payment/trade processing.
  • •Serve as a subject matter expert for cash-related business queries, proactively challenging data and resolving issues.
  • •Oversee and optimize cash management through daily cash balance reporting and analysis of third-party managed processes.
  • •Drive continuous improvement and change across processes, systems, fund launches, asset transfers, and onboarding.
  • •Ensure strong risk and control standards through adherence to procedures, identifying control improvements, and maintaining procedure documentation.

Pay and Benefits

Salary: GBP 43,200 annually
Perks:Private MedicalAnnual LeavePensionLife AssuranceIncome ProtectionVolunteering Days

Key Requirements

  • •Experience in the Custodian / Investment Operations industry.
  • •Knowledge of trade lifecycles, FX, MMD, bond settlements, and funding.
  • •Cash management experience within an asset management or life insurance organisation.
  • •Ability to input/process payments on custodian systems and approve large volume/value payment instructions.
  • •Experience operating and improving processes, including producing process maps/documentation for review.
Experience:Investment operationsCustodian servicesAsset managementLife insurance
Skills:Customer focusProcess improvementRisk awarenessStakeholder engagementProblem solving

Company Brief

Phoenix Group
A UK long-term savings and retirement business operating brands including Standard Life, SunLife, Phoenix Life and ReAssure, managing pensions, annuities and wealth solutions with c.12 million customers and large assets under administration.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1782
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Glassdoor: 3.8
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