Investment Proposition Reporting Consultant

Phoenix Group
Edinburgh
Workplace: HybridFull timeFunction: Data Analytics & Business IntelligenceSkills: ["Communication","Relationship building","Collaboration","Stakeholder management","Data presentation"]

Produce fund fact sheets, infographics, and external performance reporting for customers in the pensions and savings space. Enhance customer experience by turning complex investment information into clear, accessible communications. Help develop new investment reporting and implement changes, ensuring accuracy, consistency, and alignment with business objectives. Investigate issues and provide technical support to other business areas, collaborating with stakeholders internally and externally.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Phoenix Group
Phoenix Group
1 day ago

Investment Proposition Reporting Consultant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Produce fund fact sheets, infographics, and external performance reporting for customers in the pensions and savings space. Enhance customer experience by turning complex investment information into clear, accessible communications. Help develop new investment reporting and implement changes, ensuring accuracy, consistency, and alignment with business objectives. Investigate issues and provide technical support to other business areas, collaborating with stakeholders internally and externally.
Location: Edinburgh
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Data Analytics & Business Intelligence
Seniority: Mid level

Key Responsibilities

  • •Produce fund fact sheets, infographics, and external performance reporting that meet customer needs.
  • •Transform investment information into clear, engaging, and accessible reporting to improve customer experience.
  • •Develop new investment reporting and implement changes to existing reporting.
  • •Ensure reporting accuracy, consistency, and alignment with business objectives.
  • •Carry out investigations and provide technical support to other business areas.

Pay and Benefits

Salary: GBP 40,000 annually
Perks:Health InsurancePensionLife AssuranceIncome ProtectionPaid Leave

Key Requirements

  • •Knowledge of investments and investment propositions for the UK pensions industry.
  • •Experience creating and changing investment reporting.
  • •Ability to clearly and effectively communicate information, ideas, and plans to stakeholders.
  • •Strong relationship-building skills to collaborate with internal and external stakeholders at all levels.
  • •Proficient with Excel, including spreadsheet creation, calculations, and clear data presentation.
Experience:InvestmentsPensionsRetirement savings
Skills:CommunicationRelationship buildingCollaborationStakeholder managementData presentation
Tech Stack:Excel

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
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor