At a Glance
- Tasks: Lead client engagements and design tailored investment strategies for diverse clients.
- Company: Join Schroders, a global investment manager with over 200 years of experience.
- Benefits: Flexible working arrangements, competitive salary, and opportunities for professional growth.
- Other info: Diverse and inclusive culture that values different perspectives and backgrounds.
- Why this job: Make a real impact in the finance world while collaborating with talented professionals.
- Qualifications: Experience in investment consultancy or asset management and strong communication skills.
The predicted salary is between 59400 - 72600 £ per year.
About Us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms. Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
The base
We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.
The team
The Solutions division currently looks after over £200bn in assets across pensions, insurance and other long term asset owners like endowments and charities/foundations. You’ll join our team based in London but operating across the UK and internationally. Our team continues to grow to support the steady stream of opportunities landing with us across a diverse range of client types. We are responsible for the design and delivery of tailored investment strategies for our clients, bringing the whole of the firm, which as of October 2026 includes Nuveen’s capabilities. We lead engagements with a wide range of clients, understanding their needs through deep investment knowledge and investment strategy insights. Team members come from a variety of backgrounds, most commonly from investment and actuarial consulting, solutions and broader asset management firms.
What you’ll do
- As a senior member of the team, you will take a leading role in client delivery, oversight of workstreams and development of colleagues, working closely with senior stakeholders across Solutions and the wider firm.
- Lead and co‑lead client engagements across pensions or endowments and charities/foundations depending on your experience, acting as a day‑to‑day senior contact and ensuring high‑quality, timely delivery.
- Design and shape investment strategy recommendations (e.g. for UK DB pensions this would include journey planning, de‑risking, LDI/hedging strategy, growth/return‑seeking portfolios), incorporating market developments and client‑specific constraints.
- Provide technical oversight and review of analysis and outputs from strategy tools and modelling, ensuring robustness, clarity and appropriate framing of recommendations.
- Own senior‑quality client materials (papers, presentations, strategy documentation) and confidently present to trustee boards, corporate sponsors and internal committees.
- Monitor and evolve investment strategies for clients, proactively identifying risks, opportunities and required actions (including governance, implementation and operational considerations).
- Drive proposition development within one or more of our Specialist Functions (for example Fixed Income Solutions, Growth Portfolios, Private Assets etc.)
- Contribute to proposition innovation and new business opportunities predominantly across pensions, endowments and charities/foundations by supporting proposals, thought leadership and identifying new opportunities with existing and prospective clients. This could also involve supporting international opportunities with colleagues based overseas.
- Coach and develop junior colleagues, including oversight of work allocation, quality review, and on‑the‑job mentoring (with scope for formal line management depending on experience and team needs).
- Collaborate across multiple teams (Client Reporting, Portfolio Management, Distribution, Asset Class teams, Operations, Risk, Legal/Compliance) to deliver effective end‑to‑end solutions for clients.
The knowledge, experience and qualifications you need
- Significant relevant experience in investment consultancy, asset management, fiduciary management/OCIO, solutions, or an actuarial/pensions advisory environment.
- Strong understanding of UK DB pension scheme assets and liabilities, funding dynamics and governance frameworks.
- Proven capability across investment strategies used across pensions, endowments and charities/foundations, including a range of asset classes and investment products and derivatives for risk management (rates/inflation hedging, collateral concepts, leverage and liquidity considerations).
- Solid knowledge of industry investment trends and topical issues across pensions, and endowments and charities/foundations.
- Demonstrable experience working directly with clients, including presenting complex concepts clearly to non‑technical audiences.
- Evidence of leading workstreams and/or managing others (line management and/or matrix/project leadership), with accountability for delivery quality and timelines.
The knowledge, experience and qualifications that will help
- Experience with data visualisation (Power BI/Tableau) and/or Python is a plus, but not essential.
- Experience supporting proposals, RFPs, or broader commercial activity (pipeline development, cross‑selling, account planning).
- Familiarity with multi‑asset / solutions frameworks and practical implementation considerations (manager selection oversight, platform considerations, transition planning, operational readiness).
- Experience working with client types outside of UK DB schemes (e.g. insurance or other long term asset owners like endowments and charities/foundations) is not required, but is considered a positive as we continue to grow our business in these areas.
- Completion of CFA (or equivalent professional qualification) is desirable.
What you’ll be like
- Well organised, with strong project leadership skills and the ability to manage multiple competing priorities.
- A clear, confident communicator, able to influence senior stakeholders internally and externally.
- Collaborative and proactive, comfortable working across teams, geographies and disciplines.
- Intellectually curious, with strong judgement and a continuous improvement mindset.
- Comfortable taking ownership and being accountable for outcomes, not just outputs.
We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio‑economic background, or any other protected characteristic.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs.
Solutions Strategist employer: Schroders
Schroders Wealth Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, a culture that prioritises risk management excellence, and the opportunity to make a meaningful impact on client outcomes while ensuring compliance with regulatory standards. With a focus on fostering a supportive atmosphere, Schroders empowers its team members to grow and excel in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Solutions Strategist
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Schroders. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Solutions Strategist
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Schroders.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Schroders's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Schroders
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Schroders.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Schroders will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Schroders employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
