Multi Asset Portfolio Manager

This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

The role

This is a unique opportunity for an innovative and experienced multi-asset investor to take significant responsibility and influence over highly successful and growing range of funds.

In this senior role you'll take responsibility for specific fund-of-fund vehicles within the SJP Group Portfolio Management team, collectively managing in excess of £100bn of assets. You will help shape industry best practice, drive strategic growth and client retention through rigorous, evidence-based decision-making and strong communications. As a key player in a small team, you will be responsible for delivering exceptional client outcomes and reinforcing the SJP brand, leveraging your expertise and the power of the SJP network to lead the development and execution of multi-asset strategies while proactively managing risk and inspiring confidence among senior stakeholders, financial advisors, and clients alike.

What you'll be doing:

• Responsible for ensuring relevant FoFs are positioned to deliver above average returns for clients and is aligned to Group Asset Allocation Views.
• Building strong networks and influencing senior colleagues across Divisions within SJP.
• Responsible for the effective implementation of Portfolio Management policies and procedures, and compliance with Investment management governance.
• Responsible for record keeping, oversight and monitoring.
• Working with key internal stakeholders, responsible for strategic development of Portfolio policies, procedures and techniques to proactively reduce risk of error across all elements related to FoF change, and improve efficiency of ongoing portfolio management.
• Responsible for providing consistent and material contribution to the development and success of the broader 'multi asset franchise' through idea generation and the supporting of strong decision making.
• Representation of the SJP investment team at internal and external conferences, building the IM teams reputation as a leader within UK Wealth Management.
• As a senior member of the investment management team, contribute to Divisional and Group success through forming effective relationships with key stakeholders and acting as a role model, taking responsibility for developing a strong team culture.

Who we're looking for:Essential experience

• Industry leading understanding of financial markets across the full spectrum of liquid and Illiquid assets and how to combine within a multi asset portfolio.
• Industry leading knowledge and practical experience of multi-asset investing in accumulation and decumulation with a clear understanding of longevity, sequencing and inflation risk, and their unique influence on investment outcomes where regular withdrawals are made.
• Experience managing significant assets, understanding the importance of liquidity analysis on position sizing when managing funds at scale.
• Ability to analyse market conditions and the impact on client portfolios, taking accountability for decision making, with strong communication skills to adapt the delivery of technical detail to a variety of stakeholders.
• Strong regulatory and risk management acumen, with attention to detail and high standards of governance. Ability to critically evaluate and enhance key investment processes.
• Ability to manage, influence and prioritise across multiple workstreams to ensure successful and timely outcomes.
• Advanced data modelling and statistical skill, with a desire to evaluate and integrate new technology and tools into existing processes.

Desirable experience

• Relevant professional qualifications through CFA exams or equivalent.

Special requirements:

Please be aware that this position is a Certification role under the Senior Managers and Certification Regime.