AM Reporting Analyst
Location: London, Edinburgh, Birmingham, or Telford (Hybrid)
Salary: £35,000 – £45,000 + bonus & benefits
Closing Date: 29th September
About Phoenix Group
Phoenix Group is the UK’s largest long-term savings and retirement business, with over 6,600 colleagues and leading brands including Standard Life, SunLife, Phoenix Life, and ReAssure. Around 1 in 5 people in the UK has a pension with us.
As a FTSE 100 company, we are tackling key issues such as transitioning our portfolio to net zero by 2050 – and we’re not done yet.
The Role
As an AM Reporting Analyst, you will:
- Support data management processes to maintain fund benchmarks and update downstream systems.
- Run data checks to ensure accuracy before reporting.
- Source data from market vendors and fund managers.
- Assist with EUC processes to transform data and calculate metrics.
- Monitor and analyse fund performance, maintaining watchlists and action plans.
- Produce and distribute reports for stakeholders and governance committees.
- Contribute to projects, tool development, and testing.
- Maintain documentation of processes and controls.
- Drive continuous improvements for efficiency and accuracy.
What We’re Looking For
Essential skills & experience:
- Strong data management experience with attention to detail.
- Ability to work under pressure and identify flawed data or assumptions.
- Excellent data analysis and presentation skills.
- Knowledge of fund structures, investment management models, and reporting value chains.
- Strong skills in Excel and PowerPoint, with some Power BI knowledge.
- Proactive, eager to learn, and open to improvements.
What We Offer
- Competitive salary £35,000–£45,000 (depending on experience)
- Bonus scheme
- Private medical cover
- 38 days annual leave
- Excellent pension
- 12x salary life assurance
- Career breaks
- Income protection
- 3x volunteering days
- Hybrid and flexible working options
Inclusion & Flexibility
We welcome applicants from all backgrounds and support flexibility (part-time, job-share, hybrid). If you need adjustments during the recruitment process, we’ll support you to be at your best.
Application Process
We are reviewing applications as they come in apply early to avoid missing out.
