Annuities Data Analyst, RS&AM

Phoenix Group
London
Workplace: HybridFull timeGBP 33,500+ annuallyFunction: Data Analytics & Business IntelligenceSkills: ["Accountability","Curiosity","Relationship building","High standards"]

Support the BPA and Reinsurance implementation by analysing scheme benefit specifications and large pension datasets to identify system requirements. Perform data migration reconciliation, validation and data cleansing to ensure completeness and accuracy, update models for bulk validations and payroll projections, and investigate discrepancies. Partner with Senior Data Analysts, Transition Managers, and the Reinsurance team, and produce detailed management information for performance oversight.

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Phoenix Group
Phoenix Group
2 days ago

Annuities Data Analyst, RS&AM

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Support the BPA and Reinsurance implementation by analysing scheme benefit specifications and large pension datasets to identify system requirements. Perform data migration reconciliation, validation and data cleansing to ensure completeness and accuracy, update models for bulk validations and payroll projections, and investigate discrepancies. Partner with Senior Data Analysts, Transition Managers, and the Reinsurance team, and produce detailed management information for performance oversight.
Location: London
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Data Analytics & Business Intelligence
Seniority: Mid level

Key Responsibilities

  • •Analyse scheme benefit specifications and large pension datasets to identify system development requirements for the outsourced administrator’s framework.
  • •Support BPA implementation by reconciling data and payroll, analysing data migration reports, replicating processes and challenging differences.
  • •Validate and cleanse scheme data to ensure datasets are complete and accurate, querying and resolving differences.
  • •Update models to match benefit specifications to enable bulk validations and payroll projections; investigate and query discrepancies.
  • •Support Transition Manager meetings with trustee and scheme administrator audiences and help rectify data issues identified during cleanse activities.

Pay and Benefits

Salary: GBP 33,500 annually
Perks:Private MedicalAnnual LeavePensionLife AssuranceIncome ProtectionVolunteering

Key Requirements

  • •Knowledge of Defined Benefit (DB) pensions, Bulk Purchase Annuities (BPA) or similar long-term savings products.
  • •Experience analysing, manipulating and validating large datasets, ideally in pensions, insurance or financial services.
  • •Strong Microsoft Excel skills including formulas, lookups, pivot tables, reconciliations and data quality checks.
  • •Experience performing data validation, cleansing and quality assurance to ensure data accuracy and integrity.
  • •Ability to investigate data discrepancies, exceptions and anomalies and support root-cause analysis.
Experience:PensionsInsuranceFinancial servicesDefined BenefitBulk Purchase AnnuitiesReinsurance
Skills:AccountabilityCuriosityRelationship buildingHigh standards
Tech Stack:Microsoft 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
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Glassdoor: 3.8
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