Data Management Associate, Asset Management

We are pleased to announce an incredible opportunity to join us here at Phoenix Group as a Data Management Associate to join our Data & Operations team, part of the Asset Management function. 

This is an entry-level role that will offer on-the-job training and upskilling. This role would suit someone who has a keen interest in data, good relationship building capability and someone who is keen to kick-start their career in a growing Financial Services / Asset Management organisation. 

Who are we?

We want to be the best place that any of our 6,800 colleagues have ever worked.

We’re the UK’s largest long-term savings and retirement business. We offer our 12 million customers products across our market-leading brands, including Standard Life, SunLife and ReAssure, with c.£259 billion of assets under administration. 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

This is a new role in the team Data & Operations team, as part of the Asset Management (AM) COO (Chief Operating Office) function and will be purposeful for supporting and enabling the data management capability in the function. The goal of the Data Management team is to embed ‘data as an asset’ within the culture of the function to achieve the required level of consistency, quality and protection to meet the overall Asset Management needs and thereby enabling Asset management to become truly a data driven function. 

The role will focus on the data management capability; this includes processing of data across the Asset Management function. The role will support the business data requirements, ensuring that the data required is loaded into core systems.

This is an exciting opportunity for an individual with a keen interest in data and to be part of the growing capability in the highly specialised area of Asset Management within the Phoenix Group.

Key Responsibilities

Data Management

• Support Static Data Management processes by validating data and inputting into core Asset Management platforms. This includes Portfolio, Private Credit, Security Master data
• Following documented business processes
• Support information required for reporting of data management data quality
• Data creation/maintenance for non-business owned data; business owned data e.g. CIC Code ref data, PD credit spreads.
• Supporting Classification, Industry Sector and Strategic Asset Allocation data.
• Supporting the business with data queries, seeking help from more senior team members.
• Running daily, weekly, monthly reconciliation process
• Use of 3rd party vendors market data, sources to support data updates, validation & other processes. 

Data Quality

• Supporting data quality on a daily basis.
• Ensure data quality issues can be tracked and recorded for Governance, MI reporting purposes.
• Follows 4-eyes data validation processes, principles to ensure correct data management processes are followed.

General

• Contributes to the successful running of the Data Management Function.
• Has a high regard for data, understanding the importance of this data being accurate, on time and to a high standard.

Development / Training Offered

• How data is used within a Financial Services setting
• Importance of uploading, processing and tracking data, monitoring data quality, as well as data problem solving / cleansing
• Using reporting tools and software
• Understanding of data governance process
• Stakeholder engagement and management 

What are we looking for?

This is an entry-level role that will offer on-the-job training and upskilling. This role would suit someone who has a keen interest and some demonstrable experience with data, good relationship building capability and who is keen to kick-start their career in a growing Financial Services / Asset Management organisation. 

Key Attributes / Skills

• Knowledge of data cleansing, reporting and data quality assurance
• Ideally Intermediate-level Excel capability
• Analytical skills 
• Good problem-solving skills
• Good presentation and facilitation skills
• Ability to work within a team and wider functions
• Good communication skills
• An interest in Financial Services or Asset Management 

Salary and Benefits: c.£25,000+ (subject to experience) + 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: Permanent

Location: This role will be based in either one of our London / Edinburgh / Telford offices, with time spent between home and the office, and some travel between our Phoenix offices.