Policyholder Strategic Asset Allocation and Asset Strategies Manager

  • Location


  • Sector:

    Financial Services, Insurance

  • Salary:

    Up to £90,000 + bonus and benefits

  • Published:

    4 months ago

  • Expiry date:


  • Client:



About the role

A rare but exciting opportunity has arisen within the Asset Management function for a Policyholder Strategic Asset Allocation and Asset Strategies Manager reporting into the Head of Policyholder Assets. The role involves being responsible for the development of the Strategies Asset Allocation and Asset strategies management for Phoenix Group’s policyholders within the Life companies.  Managing and proposing the optimal strategies for all of the policyholder funds is key to delivering the best investment performance for our customers so it’s a high profile role with significant senior leadership exposure.


  • Qualified CFA/FIA with significant relevant experience

  • Deep understanding of Financial Services and investment management market place.

  • Understanding of investment cycle and impact on performance.

  • In-depth knowledge of investment markets, investment strategy and fund management methodologies.

  • Experience in running SAA process including optimisation and implementation, using analytical modelling tools (MatLab etc).


  • Understanding of With Profit and Unit Linked or other multi asset funds

  • Understanding of ALM methodologies in order to provide effective liaison with ALM team.

  • Broad understanding of legal, tax and regulatory environment.

  • Acts on own initiative, able to make logical decisions and formulate judgements.

  • Able to develop and maintain communication and relationships at all levels of the Group across different business channels

About us

Phoenix Group is a member of the FTSE 100 index and is the UK’s largest long-term savings and retirement business. We specialise in the acquisition and management of Heritage life insurance and pension funds. We’ve businesses in the UK, Germany and Ireland and hold a broad range of both Heritage and Open products split across three key business segments: UK Heritage, UK Open and Europe.  Our open business manufactures and underwrites new products and policies to support people saving for their future in areas such as workplace pensions and SIPPs, primary under the Standard Life brand. And we market corporate pension trustee services and manufacture products to be sold under other brands. Did you know Phoenix Life manufactures SunLife’s market leading Guaranteed Over 50’s plan? Find out more about Phoenix Group here.

We value diversity in our workforce and welcome enquiries from everyone.

Flexible working

Flexible working at Phoenix is: "A lifestyle that fuses your personal and professional life." We believe in a culture of flexibility, depending on the role we may be able to offer working arrangements that suit your needs. In today's world of work/life challenges we recognise getting this right is important to our employees and the success of our business.

Examples of this may include but are not exclusive to the following:

  • Part-time: You would work less than full-time hours for the business, perhaps by working fewer days or hours per week.

  • Flexible hours: Still working your contracted hours, you would have flexibility to start and finish within agreed core working times.

  • Job share: Where the role allows you would voluntarily share the duties of one full-time position with another colleague, splitting the hours on a pro-rata basis.

  • Home working: You would undertake some, or all, of your working duties from home or anywhere else other than the standard allocated place of work (including other Phoenix locations).