Sustainable Investment Manager

  • Location


  • Sector:


  • Salary:

    Up to £70,574 + bonus and benefits

  • Published:

    20 days ago

  • Expiry date:


  • Client:



About the role

Purpose of the role is to support the activities of the newly created Sustainable Investments team. The role will report to the Head of Sustainable Investments and support the development of the Group’s ESG strategy, creation of appropriate frameworks and reporting mechanisms

Key Responsibilities:

  • Support the evolution of Phoenix's approach to sustainable investment - support ESG (inc climate change) research and contribute to the Group policy and strategy.

  • Managing UN PRI signatory reporting and relationship- Support the data responses other external ESG assessments. Work closely with Corporate Sustainability team and central functions as required.

  • Assess the ESG capability of asset managers; Support application of the oversight framework to external managers, scoring them within this framework on matters relating to ESG.

  • Take ownership of key parts of the ESG reporting process - analyzing, monitoring and interpreting investment portfolio's ESG performance. Contribute to the quarterly/annual reporting process of the Asset Manager Oversight team

  • Lead the production of reports, presentations, RFPs on sustainable investment information to stakeholders in a clear and concise manner, tailoring the information presented to the audience's requirements.

  • Staying abreast of latest developments in ESG investing including new regulation to ensure Phoenix can attain and retain an industry leading position; Represent Phoenix in meetings with external market participants and industry forums.


  • An appreciation and understanding of the ESG factors from an investment perspective or corporate position

  • Understanding of Phoenix Asset Management processes across shareholder or policy holder business.

  • A keen interest in engaging and influencing key stakeholders.

  • A passion for sustainable investing

  • Strong written and verbal communication skills


  • Relevant professional qualification(s) (e.g. IMC or studying towards CFA) desirable

  • Willing to pursue ESG certifications

About us

Join the Phoenix Group, and you join a unique organisation. It’s not just the 10 million policyholders we serve, or the £240 billion of assets we look after. Or that we’ve been listed as one of the UK's Top Employers for seven years running. It’s the fact we manage predominantly closed life funds in our Heritage business. This means we can focus our innovative thinking and energy into improving outcomes for our existing customers and their customer experience. But that’s not all. We also have an Open business which manufactures and underwrites new products and policies to support people saving for their future in areas such as workplace pensions and SIPPs. We also 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? Having acquired Standard Life Assurance Limited in 2018, Phoenix is now the largest consolidator of heritage life insurance funds in Europe with a vision to be Europe's Leading Life Consolidator

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).