- Trade Structuring – lead the development of detailed trade proposals to implement asset portfolio rebalancing, hedging and Strategic Asset Allocation management actions.
- What-if-Modelling/Analysis – perform detailed pro forma analyses of trade proposals to assess impact on MA tests, ALM metrics, liquidity requirements, SAA and value creation targets.
- Portfolio Optimisation – actively seek opportunities to optimise portfolios.
- Hedging Proposals – monitor and manage MA portfolio compliance with applicable matching tests, as well as similar metrics in other LifeCo funds. Develop and obtain approval of fund rebalancing proposals or derivative overlays as required to maintain ALM portfolio compliance
- Asset Eligibility Screening – support and guide process to screen assets for eligibility to be included in MA portfolios. Act as subject matter expert on MA eligibility features supporting the sourcing of new assets to be included in MA funds, in particular private debt assets.
- Trade Approval – prepare approval requests of MA trade proposals and present these to senior management and governance committees
- Trade Instruction/Execution – support the Portfolio Implementation team with the execution and instruction of trades in MA funds, providing inputs for checklists and instruction templates
- Management Information Reporting – contribute to the production of management information packs and compliance reports with analysis and subject matter expertise
- Portfolio Analytics – support scenario and sensitivity analyses for MA portfolios with quantitative modelling using a range of in house and third-party analytics tools
- Modelling and Tool Development – contribute to the development and testing of models, tools and methodologies used for what-if-analysis and portfolio optimisation working in close collaboration with quants and enterprise architects.
- Customer – bearing in mind implication of actions on policyholders
- ESG – bearing in mind the ESG impact of portfolio actions
- Asset Classes – good understanding of the main features and differences in the main asset classes / investment products Phoenix is currently invested in and investment products (cash, UK government bonds, corporate bonds, private debt, ERM, derivatives, equity markets)
- Investment Process – good understanding of the main steps in the end to end process from trade structuring to execution and the internal and external stakeholders in the process.
- Governance and Regulation – experience with investment governance processes and awareness of applicable laws, regulations . Existing experience in managing Matching Adjustment funds is of advantage.
- Organised and Diligent Working Style –attention to detail and high standards for quality
- Holistic Thinking – ability to appropriately contextualise proposals/issues and to formulate adequate responses considering broader or other business objectives/initiatives
- Quantitative Modelling / Data Analysis – understanding and practical experience of quantitative investment modelling, including sourcing and preparation of data as well as defining assumptions used in modelling process
- Problem Solving Skills –and willingness/ability to identify and address areas which require improvement and to proactively shape the organisation and the way we work
- Communication Skills –ability to communicate issues in a clear and concise fashion adapting style of communication to the targeted audience
- Presentation Skills – ability to prepare and present high quality, succinct presentations or papers for senior management and decision-making bodies.
- Collaboration –ability to developing effective relationships and collaborate across a wide range of stakeholders. Feel comfortable working in and contribution to interdisciplinary teams.
- Guide for Candidates:
- Find or get answers from our colleagues:
-
Alm Structuring Specialist
2 weeks ago
Phoenix Group London, United Kingdom**Job Type**:Perm · **Hiring Manager**:Head of ALM Analytics · **Location**:This role will ideally be based in either of our Phoenix offices in Edinburgh / London office, with time spent travelling between our offices. Please also read about **Phoenix Flex here** · We have an inc ...
-
Experienced Structured Product Specialist
1 week ago
Kinetic Capital Partners London, United Kingdom**EXPERIENCED STRUCTURED PRODUCT SPECIALIST JOB DESCRIPTION** · **Why work for us?** · Kinetic Capital Partners is an External Asset Manager that exists to help our clients (UHNIs and institutions) achieve their long-term financial goals. Our team exemplifies our values of puttin ...
-
Alternatives Product Structuring Specialist
3 days ago
Franklin Templeton Investments London, United KingdomAt Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make ...
-
Structured Finance Specialist
2 weeks ago
Resource Solutions - GSC London, United KingdomJob Description · Job Description · Salary: National ranging from £67,100 to £98,000 and London from £73,700 to £108,000 · Do you want to play a central role within the FCA in identifying risks and trends, supporting prioritisation and connecting policy and supervision? · The t ...
-
Structures Specialist Engineer
5 days ago
BAE Systems (Powersource) England, United Kingdom £45,793 - £60,326Job Title: Structures Specialist Engineer - Fracture · Location: Samlesbury - We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role. · Salary: £45,793 - £60,326 dependent upon skills and exper ...
-
Trainee Structural Investigation Specialist
2 weeks ago
Trace Structural Investigations Ltd Godalming, United KingdomLocation: Various locations across the country (60% site based, 40% remote working) · , 40 hours per week · **Salary**: £20,000 - £25,000 per annum · Benefits: Company van, phone, and laptop; standard holiday entitlement; paid overtime for night shifts and out-of-hours work; acco ...
-
Structured Corporate Finance Specialist
1 week ago
Commerzbank AG London, United Kingdom Part time, Full timeA leading corporate banking and capital markets organisation is seeking a Structured Corporate Finance Specialist to join their team in London. · Main Purpose of the Role · Working within Syndicated Finance, you will support the bank's international (primarily European) loan orig ...
-
Structured Corporate Finance Specialist
6 days ago
Commerzbank AG london, United KingdomJob DescriptionA leading corporate banking and capital markets organisation is seeking a Structured Corporate Finance Specialist to join their team in London. · Main Purpose of the Role · Working within Syndicated Finance, you will support the bank's international (primarily Euro ...
-
Structured Corporate Finance Specialist
1 week ago
Commerzbank AG London, United KingdomA leading corporate banking and capital markets organisation is seeking a Structured Corporate Finance Specialist to join their team in London. · Main Purpose of the RolenWorking within Syndicated Finance, you will support the bank's international (primarily European) loan origin ...
-
Structured Corporate Finance Specialist
3 weeks ago
Commerzbank AG London, United KingdomA leading corporate banking and capital markets organisation is seeking a Structured Corporate Finance Specialist to join their team in London.Main Purpose of the RoleWorking within Syndicated Finance, you will support the bank's international (primarily European) loan originatio ...
-
Structural Clinical Nurse Specialist
3 days ago
Barts Health NHS Trust London, United Kingdom Full timeJob overview · Structural clinical nurse specialist · We have an amazing opportunity for an experienced nurse to join our world leading team at St Bartholomew's Hospital. The post holder will deliver high-quality nursing care to patients with structural heart disease. · To ha ...
-
TCA & Market Structure Specialist
3 days ago
FactSet London, United Kingdom Full timeLocations: Toronto, CAD, New York, NY, Norwalk, CT, and London, UK · Working Environment : Hybrid · FactSet is a financial data and software company headquartered in Norwalk, CT with offices in 37 locations worldwide. As a global provider of financial information and analytics, ...
-
Senior Fund Structuring Specialist
2 weeks ago
eFinancialCareers Sourcing Services London (Greater), United Kingdom Part time, Full timeExciting opportunity to join a rapidly growing fintech business which provides financial solutions to enable private clients access to private markets. Our team have worked together with market's largest alternative investment platforms with a depth of private wealth, alternative ...
-
Delta Capita Group London, United KingdomEssential Experience : The candidate should be experienced in drafting under a German law Structured Products programme, including familiarity of the requirements of such issuance, including filling with BaFin. Fluency in German is essential in addition to English. · Location ...
-
ALM Structuring Specialist, Asset Management
3 weeks ago
Phoenix Group London, United Kingdom Full timeJob Description · Salary & Benefits: £75,000 - £85,000 (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 protect ...
-
Delta Capita London, United Kingdom Full time_permanentDescription · Location: London, UK · We are recruiting for a number of legal documentation drafting roles within our Structured Products team at Delta Capita in London. Our team provide legal documentation drafting and issuance support to cross-asset structured products businesse ...
-
Regal Eagle Limited London, United KingdomJob Title: · Engineer, Structural · Job Category: · Graduate · Department/Group: · Building-Structures · Job Code/ Req#: · 283/001 · Location: · Merton, London · Travel Required: · Travel throughout the United Kingdom, expenses paid · Level/Salary Range: · £ Negotiabl ...
-
Regal Eagle Limited London, United KingdomJob Title: · Technician · Job Category: · Technicians · Department/Group: · Building-Structures · Job Code/ Req#: · 293/001 · Location: · Merton, London · Travel Required: · Travel throughout the United Kingdom, expenses paid · Level/Salary Range: · £ Negotiable · Po ...
-
Senior Fixed Income Investment Specialist, Asset
3 weeks ago
eFinancialCareers London, United Kingdom**Responsibilities** · - Act as product specialist representing the business core HY and Leveraged Loan strategies · - Work closely with PMs and CIO on product and investment strategy · - Work closely with sales teamsto help drive business and revenue · - Create marketing materia ...
-
Investment/product Specialist
3 weeks ago
eFinancialCareers London, United Kingdom**Responsibilities** · - Act as product specialist representing the businesses core HY and Leveraged Loan strategies · - Work closely with PMs and CIO on product and investment strategy · - Work closely with sales teamsto help drive business and revenue · - Create marketing mater ...
ALM Structuring Specialist - London, United Kingdom - Phoenix Group
Description
Salary & Benefits: £75,000 - £85,000 (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: Perm
Hiring Manager: Head of ALM Analytics
Location: This role will ideally be based in either of our Phoenix offices in Edinburgh / London office, with time spent travelling between our offices. Please also read about Phoenix Flex here
We have an incredible opportunity here at Phoenix Group as a Structuring Specialist to join our Asset Liability Management Team, within the Asset Management function.
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.
The role
The role is part of a dedicated team in Phoenix Asset Management focussed on investment management and Asset Liability Management (ALM) for Phoenix Life Company business.
The role holder will monitor and manage the ALM position of a range of funds, focussing on structuring of hedging trades and managing the ALM impact of credit trading activities. A particular focus will be on the Matching Adjustment funds, but structuring activities will cross with the Surplus fund and With-Profit funds.
The role holder will interact very closely with a broad range of stakeholders, including portfolio management and ALM teams in the Asset Management function, Actuarial, Finance, Treasury and Risk teams within Phoenix.
Key responsibilities
What we're looking for
Knowledge
Experience
Insurance Investment Experience – for example at an insurance company, a bank or consulting company
Qualifications
Equivalent toInvestment Actuary (part-qualified or recently qualified) or Chartered Financial Analyst (CFA Level 1 or above)
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.
Find out more about #LifeAtPhoenix
#LI-SC1
#J-18808-Ljbffr
ALM Structuring Specialist professionals in London
-
Martin Halse
Test Manager
-
alice Pancione
Interior designer/architect
-
Hannah McNamara
Content, Communication & Change Specialist
-
Daniel Howard
Program Manager/Agile Practice Lead
-
Irene Lombardo
Graduate Marketing Management MA with Distinction
-
Ed Neale-Scullion
Videographer