Investment Analyst

St. James's Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.

We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.

Location: London - Paddington

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Associate

The main purpose of this role is to take responsibility for the ongoing monitoring and development of equity funds within the St. James’s Place investment proposition so that we continue to meet the current and future needs of our clients

What you’ll be doing:

• Contributing to the design of scalable, responsible investment strategies that meet SJP’s long-term objectives.
• Primary analytical (monitoring) responsibilities across equity strategies on the SJP investment platform.
• Leading and coordinating research projects on investment managers and strategies designed to augment the SJP offering.
• Assessing and managing the appropriate blend of managers / strategies utilized within SJP’s equity building block / manager of manager funds
• Contributing to the design of the investment processes that inform the investment decision making of the equities team and wider division.
• Presenting to Investment Committees and other executive boards on critical investment issues.
• Building in depth knowledge of the external manager opportunity set, improving resilience and building contingency into the SJP Equities platform
• Establishing a network of relevant industry contacts to contribute to informed investment decision making
• Contributing to innovation and the positive evolution of SJP’s strategic approach to its equities platform
• Driving improvement in systems and tools, including analytical capabilities and functional process
• Successfully managing and mentoring junior members of the team
• Supporting the Product Management team in crafting an external facing narrative around performance and IMA change for SJP equity funds
• Promote understanding of the IMA, SJP Equities fund range through supporting the Investment Communication team by providing content through various mediums
• Provide SME input into projects across the team, often through increased use of technology, that improve processes and scalability, in line with the 2025 IMA objectives.
• Build strong relationships with SJP’s Development team in order to facilitate successful engagement with senior members of SJP’s Product Management, communications, R&D, legal, operations, regulatory, compliance and investment risk teams to help support smooth implementation of IMA change.

Who we’re looking for:

Front office investment experience with a history of making investment decision from research initiation to implementation and ownership. Including:

• Experience of deep and detailed manager / strategy research is preferred, although direct investing experience also considered.
• Expertise in blending and combining strategies and managers into well-balanced blends, ensuring risk are intended and manageable.
• Experience presenting complex topics to senior boards and committees
• Practical experience of analytical systems such as Aladdin / Bloomberg / Style Research / Factset.
• Strong communication skills with the ability to tailor message to various audiences.
• Degree qualified, or equivalent.
• Preferably attained CFA exams, or equivalent.

Special Requirements:

• International (Global) and domestic Travel will be necessary

What's in it for you?

• Private Medical paid for by Company.
• Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.*
• Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.
• Parental leave – 6 months full pay
• 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday

• Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)

Flexible Working
We know that everyone works best in different ways, at different times and in different environments. We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours. Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation!

Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.

Reasonable Adjustments
We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at careers@sjp.co.uk

What's next?

Our team will be in touch. As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

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