At a Glance
- Tasks: Support the Group Investment Director and manage key projects for a dynamic investment team.
- Company: Join a leading financial services firm with a focus on innovation and efficiency.
- Benefits: Enjoy competitive pay, generous leave, and a bonus scheme based on performance.
- Other info: Flexible hybrid working and a commitment to inclusivity in the workplace.
- Why this job: Make a real impact in a role that shapes strategic decisions and drives business success.
- Qualifications: Experience in business management or partnership roles, especially in financial services.
The predicted salary is between 60000 - 75000 £ per year.
Are you ready to chart your own career path? With our refreshed strategy, we're building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.
At a glance:
- Location: London - Lombard Street Office
- Workplace Type: Hybrid
- Employment Type: Permanent
- Seniority: Mid‑Senior Level
In this role, you'll act as a trusted adviser and partner to the Group Investment Director, providing comprehensive support across all aspects of their responsibilities, including their position as CEO of the Unit Trust company and their executive responsibility for discretionary fund management business. You'll assist in overseeing teams of 200+ employees, managing key stakeholders, and ensuring the Group Investment Director is fully prepared for key meetings. Your responsibilities will encompass drafting and managing meeting notes, preparing detailed board reports, and coordinating tasks across the Investment division to drive efficiency and alignment. This role requires strong organizational, analytical, and communication skills to ensure the Group Investment Director's priorities are clearly documented, communicated, and delivered effectively. You will work closely with the leadership team, executive and business assistants to facilitate seamless communication, track progress on key initiatives, and ensure that board reporting and follow‑ups are handled with precision. By maintaining comprehensive records and ensuring alignment across teams, this role supports the Group Investment Director in managing both strategic and operational priorities effectively.
What you'll be doing:
- You'll work closely with the Group Investment Director in their duties and ensure that their regulatory and statutory obligations across multiple entities and jurisdictions are met and evidenced.
- Track relevant board (PLC, UTG & RD Board), and Group Executive Committee (GEC) responsibilities/actions closely ensuring these are met by the Group Investment Director and/or their wider team.
- You will work with the leadership team and executive/business assistants to ensure efficient, timely and effective collation and presentation of content for divisional meetings, board papers and steering committees.
- You will review reports on behalf of the Group Investment Director, producing executive summaries and identifying where response or decisions are required.
- You’ll contribute to and support the development of the strategic business plan, ensuring that it is well‑understood across the team, our stakeholders, monitoring, and reporting on progress against our strategic targets.
- You will partner with Group Risk in respect of the functions’ risk register and RCSA process, ensuring that due focus is applied on risks affecting the delivery of the strategy, or wider risks across the Group, and that appropriate steps are taken to mitigate them.
- Support the leadership team as required to maintain project documentation, coordinate meetings and events and report on project delivery status.
- You will collaborate and support Finance in handling the Group Investment Directors spend and budget, including tracking overall expenditures, headcount, and expense claims.
- Alongside the Risk & Governance Investments team, you’ll develop and oversee a business continuity plan for the team.
Who we're looking for:
- Demonstrable knowledge/experience in a role as a Business Partner/Manager supporting C‑suite members, within financial services or investments.
- An analytical mindset with a track record of driving operational efficiency and business improvements.
- Experience in a successful operations and/or project management role, with excellent knowledge of operational concepts, practices and procedures.
- Comfortable working with all leadership levels, and particularly with our C‑suite leaders, and be skilled at building and managing relationships with which to achieve the right outcomes for the team and business.
- Good understanding/practical experience of project management principles and project co‑ordination as well as previous report‑writing/board paper experience.
- Budgeting experience and understanding of key people regulatory and certification requirements in relation to the FCA’s Senior Manager Regime.
- Proven experience in the asset management industry, including strong knowledge of financial analysis, risk assessment and investment strategies to optimise performance.
- An awareness of financial services sector trends and issues, the regulatory environment in which we operate and the external marketplace, will all provide important context to succeed in this role.
- Good knowledge of the SJP distribution model and Partnership.
- Credible operations/project management professional with gravitas, track record and capability to build trusted relationships.
- Strong financial acumen with the ability to interpret investment and business performance data.
- MBA, CFA, or equivalent qualification is advantageous.
Special Requirements:
- Strong in‑office presence required with some flexibility around working hours expected from time to time.
What’s in it for you?
- We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.
- Competitive parental leave (26 weeks full pay)
- Private medical insurance (optional taxable benefit)
- 10% non‑contributory pension (increasing with length of service)
Reasonable Adjustments
We’re an equal‑opportunity 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. Research tells us that applicants (especially those from under‑represented 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.
Business Manager employer: CFA Institute
As a Business Manager at our London Lombard Street office, you'll thrive in a dynamic and inclusive work culture that prioritises employee engagement and empowerment. We offer competitive benefits, including a generous annual leave allowance, private medical insurance, and a non-contributory pension scheme, alongside ample opportunities for professional growth and development within the financial services sector. Join us to make a meaningful impact while enjoying a supportive environment that values your contributions and fosters collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land Business Manager
✨Tip Number 1
Network like a pro! Reach out to connections in the financial services sector, especially those who know the company you're eyeing. A friendly chat can give you insider info and maybe even a referral!
✨Tip Number 2
Prepare for interviews by researching the company’s recent projects and challenges. Show us that you’re not just another candidate; demonstrate how your skills can help tackle their specific needs.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Business Manager. We want to hear how you can support the Group Investment Director and drive efficiency.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can keep you top of mind. Plus, it shows us that you’re genuinely interested in the position and the company.
We think you need these skills to ace Business Manager
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight how your experience aligns with the role of Business Manager. Use keywords from the job description to show that you understand what we're looking for.
Showcase Your Skills:Emphasise your organisational, analytical, and communication skills in your application. We want to see how you've used these skills in previous roles, especially in supporting C-suite members or managing projects.
Be Clear and Concise:When writing your application, keep it clear and to the point. Avoid jargon and make sure your key achievements stand out. We appreciate straightforward communication that gets to the heart of your experience.
Apply Through Our Website:Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at CFA Institute
✨Know Your Stuff
Before the interview, dive deep into the company’s strategy and recent developments in the financial services sector. Familiarise yourself with their investment strategies and regulatory environment. This will not only show your interest but also help you engage in meaningful conversations.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience as a Business Partner or Manager. Focus on instances where you've driven operational efficiency or managed projects successfully. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Ask Insightful Questions
Prepare thoughtful questions that demonstrate your understanding of the role and the company. Inquire about their strategic business plan or how they measure success in the Group Investment Director's office. This shows you're not just interested in the job, but also in contributing to their goals.
✨Build Rapport
During the interview, aim to build a connection with your interviewers. Be personable and approachable, as this role involves working closely with C-suite leaders. A friendly demeanour can go a long way in making a lasting impression.