Salary & Benefits: £80,000 – £90,000 base (subject to experience) + asset management bonus, excellent pension scheme, private medical insurance, electric vehicle scheme, 38 days holiday incl. Bank Holidays, plus 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more!
Job Type: 12 month FTC
Hiring Manager: Head of Asset Management Portfolio & Regulatory Compliance
Location: This role will be based in either of our Phoenix office locations - Wythall / London / Edinburgh, with time spent travelling between our Phoenix offices.
Please also read about Phoenix Flex here
We have an incredible opportunity here at Phoenix Group as a Threshold Positions Monitoring Specialist to join our Line 1 Asset Management Portfolio Compliance Team on a 12 months Fixed Term Contract basis.
Who are we?
We want to be the best place that any of our 7,800 colleagues have ever worked.
We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.
Role Context
The Threshold Positions Monitoring Specialist is a key role within the AM Portfolio Compliance team, which is part of the Phoenix Asset Management’s Business Control and Governance (BC&G) function. Established within Line 1, the team is responsible for delivering compliance support capability to assist Phoenix Group’s exciting investment strategy.
We are seeking a skilled Threshold Positions Monitoring Specialist to join our dynamic team. In this role, you will play a crucial part in implementation of a platform to support Asset Management in its monitoring and reporting of positions for regulatory compliance, with a focus on Threshold Positions requirements including Takeover Panel, Disclosure & Transparency Requirements (DTR), Sensitive Industries, Short-Selling). The ideal candidate possesses a strong analytical mindset, attention to detail, and proficiency in investment reporting systems.
You will work alongside the Head of AM Portfolio Compliance and other functions within Phoenix Asset Management stakeholders (including the Projects Teams, Front Office, Middle Office, Operations, Business Control & Governance); Phoenix Group stakeholders (including AM Compliance, Operational Risk, Legal) and external third parties, in developing, implementing and maintaining an efficient and secure Line 1 regulatory compliant framework.
Key Responsibilities
Threshold Reporting Project Implementation
Undertake BAU activities when platform operational
What we're looking for
Experience
Personal Attributes & Skills
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.
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