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.
About the Role
We're looking for an investment professional to join our Investment Office as an Equity Product Specialist. This is an exciting opportunity to work at the heart of our Equity proposition, partnering closely with Portfolio Managers, Fund Selectors and key collaborators across the business. You'll play a pivotal role in helping colleagues understand portfolio positioning, investment decisions and market developments, ensuring complex investment thinking is translated into clear, engaging and insightful communications.
Acting as the bridge between the Equity Investment Team and a broad range of stakeholder groups, you'll help bring investment views to life through high-quality content, thought leadership and proposition support. This role offers significant exposure across Investments, Product, Distribution, Marketing, Risk, Compliance and Governance, making it an excellent opportunity for someone who combines strong investment knowledge with exceptional communication and stakeholder management skills.
What You'll Be Doing
As an Equity Product Specialist, you'll support the development and communication of our Equity proposition, ensuring collaborators have access to clear, consistent and insightful information.
Key responsibilities will include:
- Developing a deep understanding of equity portfolios, investment strategies, underlying managers and portfolio positioning.
- Partnering with Portfolio Managers and Fund Selectors to understand and communicate investment decisions, market views and performance drivers.
- Monitoring market developments and helping communicate their impact on portfolios and investment strategies.
- Building and maintaining strong relationships with underlying managers across both boutique and institutional asset management firms.
- Producing high-quality investment content, including market commentaries, fund updates, portfolio insights, governance papers, presentations and adviser communications.
- Drafting, editing and coordinating content on behalf of senior investment leaders and portfolio managers.
- Supporting proposition development activities and responding to investment-related information requests and due diligence questionnaires.
- Working collaboratively with Product, Marketing, Risk, Compliance, Operations and Governance teams to support business initiatives and strategic projects.
- Supporting governance forums and preparing high-quality materials for senior stakeholders and committees.
- Helping improve the accessibility, consistency and effectiveness of investment communications across the business.
- Taking ownership of communication, reporting, governance and project-related activities, enabling Portfolio Managers to focus on investment decision-making.
About You
You'll enjoy translating complex investment concepts into clear and engaging communications that help collaborators understand market developments, portfolio decisions and investment strategies. You'll be comfortable working across a variety of stakeholder groups and capable of building credibility with investment professionals whilst adapting your communication style to different audiences. You'll bring strong commercial awareness, a collaborative approach and a genuine interest in investment markets. Most importantly, you'll combine technical investment knowledge with exceptional writing, editing and presentation skills, enabling you to deliver accurate, insightful and impactful content that supports both stakeholder understanding and business outcomes.
Essential Criteria
- Experience gained within asset management, wealth management or a related investment environment.
- Strong understanding of equity markets, portfolio management and investment propositions.
- Knowledge of fund selection methodologies, manager research and due diligence processes.
- Experience within investment communications, product management, fund research, equity research, product specialist or similar roles.
- Exceptional writing, editing and presentation skills.
- CFA qualification or progress towards CFA accreditation.
Desirable Criteria
- Experience working with equity portfolios, equity strategies or equity fund propositions.
- Knowledge of active and systematic investment approaches.
- Understanding of portfolio construction, performance analysis and risk management principles.
- Experience working across proposition, product, marketing or distribution teams.
- Familiarity with investment analytics, market data providers and AI-enabled research or content tools.
- Understanding of the UK investment and wealth management market.
- Knowledge of adviser and client information requirements.
Special Requirements
Occasional travel between St. James's Place offices may be required, including overnight stays. Some flexibility around working hours will also be required to support business priorities.
Equity Product Specialist employer: St. James's Place
St. James’s Place is an excellent employer, offering a dynamic work culture that prioritises employee well-being and professional growth. Located in Cirencester, this hybrid role as a Data Privacy Manager not only provides competitive benefits such as parental leave and health insurance but also fosters an environment where employees can thrive through collaboration and engagement with diverse stakeholders in the regulated financial services sector.
