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Investment Operations Technical Analyst

Phoenix Group Edinburgh, United Kingdom
Posted 4 hours ago Permanent Competitive

Investment Operations Technical Analyst

Phoenix Group Edinburgh, United Kingdom
Investment Operations Technical Analyst
Job Description

We're looking for an Investment Operations Technical Analyst to join our Unit Matching, Box Management & Trading team. If you're looking for a new challenge with an organisation committed to putting customers first, aiming high and working together, you'll thrive here.

Job Type: Fixed term contract (24 months)

Location: This role would be based from our Edinburgh office with time spent working from home and from the office (2-3 days).

Flexible working : All roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about flexible working here.

Salary and benefits: From £30,500 depending on experience plus bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

Closing date: 24th November 2026

The role

This role offers a meaningful opportunity to join our Box Management & Trading team and play a supportive part in helping us deliver clarity and confidence for our customers. You'll contribute to the daily oversight of 3rd party box management processes, daily exception handling, trade adjustments and regular provision of Management Information.

Working closely with both internal colleagues and external partners, you'll help to ensure that on a daily basis company exposure is within agreed tolerances. You'll also support the team by maintaining Static Fund Data, contributing to the processing and analysis of Asset Allocation information, and monitoring 3rd party completion of any changes requested.

We're looking for someone who brings organisation, reliability and a thoughtful approach to monitoring daily activity, managing risks and upholding the controls we're responsible for. You'll be a valued member of a team that supports one another, takes pride in doing things well, and makes room for continuous learning along the way.

Key Responsibilities
  • Technical Expertise - Develop SME knowledge of unit matching, box management, and trading process to enable safe delivery of core responsibilities as well as supporting change initiatives.
  • Plan, oversee and own team deliverables - Ensure accurate and timely deliverable of the team's activities, applying specialist knowledge as required.
  • Continuous Improvement - Support and own continuous improvement. Seek out efficiencies and create an environment where team members are empowered to do the same.
  • Issue Resolution - analyse issues and propose/implement solutions with customer and shareholder impacts carefully considered and understood.
  • Key Stakeholder Management - Engage with internal and external stakeholders and suppliers to help resolve issues, escalating where necessary.

What are we looking for?
  • Demonstrable experience across unit-linked and/or with-profits fund administration, with strong knowledge of areas such as unit pricing, unit matching, box management and trading.
  • Strong understanding of box management and trading processes, including key controls, reconciliations and operational risks.
  • Track record of delivering process improvements and technical change, identifying opportunities and translating them into practical, controlled solutions.
  • Strong ability to interpret complex technical information and communicate clear recommendations to stakeholders across different levels and areas of expertise.
  • Hands-on experience with EMX, Calastone or similar trade-processing platforms, with a strong understanding of the end-to-end trade lifecycle.

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.

We're reviewing applications as they come in, so apply early to avoid missing out.

Find out more about working at Standard Life
  • Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates
  • Find or get answers from our colleagues: www.standardlifeplc.com/careers/talk-to-us

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Job ID  300011272917536
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