We have an incredible opportunity to join us here at Phoenix Group as a Performance Reporting Specialist in our Policyholder Performance and Asset Reporting team within Retirement Solutions & Asset Management Commercial Finance.
Job Type: Permanent
Location: This role could be based in any of our UK offices with time spent working in the office and at home.
Flexible working: All of our 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.
Closing Date: 22nd August 2025
Salary and benefits: Up to £65,000 subject to experience + bonus, private medical insurance, 38 days annual leave incl bank holidays, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more
Who are we?
We want to be the best place that any of our 6,600 colleagues have ever worked.
We’re Phoenix Group, we’re a 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.
The role
As a Performance Reporting Specialist, you’ll play a key role in monitoring and analysing fund performance, supporting data accuracy, and delivering clear, timely reporting to internal stakeholders and governance committees. You’ll work closely with colleagues to maintain fund watchlists, support action plans, and ensure data integrity across all reporting processes.
Key Responsibilities
1. Support the Senior Analyst in tracking and analysing policyholder fund performance.
2. Maintain fund watchlists and contribute to performance improvement planning.
3. Produce and distribute fund performance reports to internal stakeholders and committees.
4. Validate data accuracy and completeness before use in calculations and reporting.
5. Source fund performance data from market vendors and fund managers.
6. Calculate fund performance using spreadsheet tools, applying appropriate controls.
7. Support data management for benchmarks and other static data.
8. Provide policyholder data to internal teams as needed.
What are we looking for?
9. Experience in the financial services industry.
10. Strong analytical skills and attention to detail.
11. Proficiency in Excel and spreadsheet-based analysis.
12. Performance Reporting Experience
13. Ability to meet deadlines and identify data issues or inconsistencies.
14. Clear communication skills, especially when explaining data assumptions or limitations.
15. A collaborative, solutions-focused mindset.
Desirable Skills
16. Understanding of investment management systems and reporting processes.
17. Familiarity with fund performance reporting tools.
18. Experience with reporting platforms such as Power BI.
19. Relevant professional qualifications
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.
Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.