Investment Risk Data Specialist

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 working - 4 days a week in Paddington office

Employment Type: 12 month Fixed-Term Contract

Seniority: Mid-Senior Level

The role

This is an exciting 12-month contract opportunity contributing implementing the Target Operating Model of Investment Risk, from an external Risk Data perspective:

The main purpose of this role is to ensure that Investment Risk portfolio data, is properly set up in external risk systems, working closely with the core Investment Risk team, data engineering teams and external risk system vendors (e.g. MSCI, Bloomberg, etc).

What you’ll be doing:

• Be the key SME contact in Investment Risk Data, liaising with data engineering teams and external risk system vendors (e.g. MSCI, Bloomberg, etc)
• Liaise with Investment Risk managers, quantitative analysts and Investment Risk Data analyst (responsible for BAU internal Risk Data sources)
• Ensure that new portfolio data is uploaded to risk systems
• Manage results of upload of multiple strategies and funds in a timely manner
• Reconcile differences in security level data, exchange traded and OTC, across systems (e.g. Securities exchange listings, ADTV, classifications etc)

Who we’re looking for:

• Strong attention to detail and passion for hands-on data analysis
• Strong domain knowledge of portfolio holdings data from an Investment Risk perspective
• Understanding of financial derivatives from a data perspective (including proxies)
• Experience in reconciliation and investigating data errors
• Experience with data format of industry standard risk systems such as MSCI, Bloomberg.

Desirable:

• Experience with financial data structures such as Bloomberg data, Aladdin data, or Investment Risk systems
• Experience with financial time series such as performance data,
• Excellent command of SQL, and experience of creating tables as required
• Experience in an asset management firm allocating to third-party managers

Qualifications:

• Degree qualified, and higher, in a quantitative subject or business subject

What's in it for you?

• 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

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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