Senior Investment Product Manager

St James's Wealth Management
London, United Kingdom
13 Jan 2022
12 Feb 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
What you'll be doing:
  • Ensure the comprehensive and timely provision of ongoing fund and portfolio performance commentary, which can be reliably accessed by key stakeholders and in the most optimal medium.
  • Proactively engage with the Investment Communications team to create insightful updates to Partners and Clients regarding unfolding market events and expected changes to the SJP investment proposition, including strategic and propositional considerations.
  • Deliver the investment content for all fund and portfolio documentation e.g. KIDD's, Factsheets, SJP website, AIFMD, AMMS VAS, so that it remains accurate, consistent and in compliance with regulatory requirements.
  • Support the Investment Consultancy teams and senior members of the Investment Division in responding to ad hoc requests regarding the performance and positioning of SJP's funds and portfolios.
  • Monitor and project future fund capacity to identify potential areas of concern so that mitigating actions can be agreed and implemented in a timely manner.
  • Conduct periodic fund manager fee review and industry analysis to support negotiation of discounts.
  • Assign and monitoring SJP fund and portfolio risk ratings.
  • Strong advocate of division values of Energy, Teamwork and Openness to foster an enjoyable and inclusive environment

Who we're looking for:

An effective communicator with a technical ability and knowledge of a broad range of investment funds. Including:
  • Excellent knowledge of investment funds, covering a broad range of fund vehicles, asset classes and investment styles with comprehensive technical knowledge of liquid asset classes and good working understanding of illiquid alternatives such as private equity and real estate
  • Knowledge of exposure and risk analysis systems e.g. Aladdin, Bloomberg, FactSet
  • Strong interpersonal, communication and presenting skills and ability to adapt approach to suit the relevant audience
  • Knowledge of regulations surrounding products in scope and implications across all investment related literature
  • Appreciation of commercial aspects of the fund management industry that are critical when negotiating fee levels
  • Degree qualified, or equivalent
  • Preferably attained or working towards CFA qualification, or equivalent

Thank you for taking an interest in a career with St. James's Place Wealth Management. We are an equal opportunities employer and committed to ensuring all applicants will be treated in a fair and equal manner and in accordance with the law regardless of gender, marital status, race, religion, colour, age, disability or sexual orientation.

Flexible Working

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.

We are open to discussing reduced hours, job share arrangements and flexible working so please ask the question and start a conversation!

Why work for us?

Our Rewards

In joining us we aim to give peace of mind for you and your loved one's futures. In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including:
  • Non-Contributory Pension - 10% (increasing with length of service) with further pension matching
  • Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
  • Share schemes that enable all employees to have a stake in SJP
  • Best in class terms and conditions including flexible working and 6 months paid maternity and paternity leave.
  • Private Medical and Dental Insurance
  • 28 days holiday (with the option to buy up to an additional 5 days)
  • Cycle to work scheme
  • Employee Volunteering

Our Culture

St. James's Place has a long tradition of community support and looking to do the right thing. As a business in 2019 we gave 4.4% of our profit before tax to community activities and the Tortoise Responsibility100 Index (January 2020) showed us to be the second most generous FTSE100 company by community investment for very £1,000 earned. Over 96% of our group employees are involved in supporting our communities and good causes. Over 80% of all our employees and Partners donate each month to our Charitable Foundation, which is now the 6th largest UK corporate foundation. Through the matching St. James's Place gives on all donations our Charitable Foundation distributed over £12m in 2019.

We are proud of our inclusive culture, a space for everyone to be their authentic self, no compromises. We are active members of:

LGBT Great

30% Club

The Diversity Project

Disability Confident

Find out more:

Our Awards:

We understand it's important to be proud of the company you work for, that's why we're proud to share with you some of our recent awards:

'Wealth Management Company of the Year' at the City of London Wealth Management Awards 2020

'Best Benefits Launch' award, awarded by Reward Gateway 2019

'Best Wealth Manager Growth Portfolio' at the Wealth Advisor Awards for 2019

'Championing LGBTQ Inclusion' Financial

advisor diversity in finance award 2020

We occasionally close vacancies early due to high volumes of applications. We would therefore recommend you complete your application prior to the closing date which is for guidance only.

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