Investment Proposition Analyst

  • Phoenix Group
  • Edinburgh, Midlothian
  • Jan 14, 2026
Full time Banking

Job Description

Location and flexible working

Edinburgh. All 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. You can read more about Phoenix Flex here.

Job Type

Permanent

Salary

Up to £40,000 dependent upon experience plus an indicative bonus range of 8% to 16%, private medical cover, 38 days annual leave, excellent pension, 12 salary life assurance, income protection, 3 volunteering days and much more

Closing Date

20th January

Recruiter

Douglas Smith

We have an incredible opportunity as an Investment Proposition Analyst within our Pension and Savings Product function

The role

You will be supporting the management and development of Phoenix's unit Linked Investment proposition, including fund and lifestyle profile, launch, change and closure. Along with being involved in undertaking analysis across a wide range of investment proposition related data and information and reviewing and validating outputs from a range of sources. You will be required to apply analytical skills and technical investment knowledge to reviewing and resolve issues, maintain appropriate records, identify operational risks and make suggestions for continuous improvements and process or control developments.

What We're Looking For
  • Proven experience of supporting Corporate Actions from impact analysis through to communication along with experience of changes to investment solutions and fund launches
  • Strong data analysis and reporting skills along with in-depth Excel skills
  • Ideally have experience of working with investment funds and insured fund structures
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.

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