At a Glance
- Tasks: Lead the launch of the Polaris Multi Index Fund and engage with key stakeholders.
- Company: Dynamic financial services firm focused on innovation and growth.
- Benefits: Competitive salary, annual bonus, generous leave, and private medical insurance.
- Why this job: Shape the future of investment products and make a real impact in the industry.
- Qualifications: Experience in investment management and strong presentation skills.
- Other info: Hybrid work environment with opportunities for professional development.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Overview
Investment Lead – Polaris Multi Index (12 month contract)
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.
Location: London – Lombard Street Office
Workplace Type: Hybrid
Employment Type: 12 month Fixed-Term Contract
Seniority: Mid-Senior Level
This role provides specialist technical investment management insight, representing the CIO and Director of Portfolio Management, to support the successful launch of the Polaris Multi Index Fund range.
As Investment Lead you will support development of technical details (including analysis of seeding mechanics, the design of underlying indices, and how both are communicated to the Partnership) and to oversee the development of investment management \\\’educational-aides\\\’ whilst working with a range of internal and external stakeholders to promote a clear understanding of the features, purpose and differentiating factors of the Polaris Multi Index range as a core development of the SJP Investment Proposition.
What you\’ll be doing
- Responsible for leading on the successful launch of the Polaris Multi Index in H2 2025, a key initiative in the 2030 SJP strategy.
- Responsible for ensuring that ahead of launch, key internal (e.g. GEC and Investment Management helpdesk) and external (e.g. SJP Adviser network and media where possible) stakeholders are fully briefed on the key features of the Polaris Multi Index range.
- Responsible for leading on providing input and quality control of technical investment detail which drives the SJP\’s narrative/supporting materials for the Polaris Multi-Index Fund range liaising with stakeholders.
- Work with external fund managers to generate thought leadership which helps to educate the Partnership on the Polaris Multi-Index Fund range.
- Responsible for representing and coordinating SJP Investment SMEs to resolve both internal and external technical challenges/queries that arise in the run up to launch.
- Where possible, responsible for conducting and publishing reports outlining the positioning of the \\\”Polaris brand\\\”, alongside other SJP multi-asset offerings, including whether there are any gaps.
- Where possible, work with key stakeholders to identify options to increase the value, clarity and messaging of the InRetirement multi asset range.
Who we\’re looking for
- In-depth understanding of investment products, strategies, and themes, in particular multi-asset funds.
- Experience in financial services in the investment or asset management sector.
- Strong understanding of financial advisor and client needs.
- Ability to create compelling and impactful presentation narratives using PowerPoint and other tools.
- Passion for investments and a solid understanding of financial markets and willingness to develop further.
- Knowledge of portfolio construction would be desirable
- Professional qualifications such as CFA or equivalent desirable
Special Requirements
Travel to London/Cirencester and other SJP offices and venues on a regular basis will be necessary to meet with key stakeholders, Partners, and clients.
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. We also have benefits to support whatever stage of life you are in, including:
- 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 opportunities 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 .
What\’s next?
If you\’re excited about this role and believe you have the skills and experience we\’re looking for, we\’d love to hear from you! Please submit an application by clicking \\\’apply\\\’ below and our team will be in touch. As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.
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Investment Lead - Polaris Multi Index (12 month contract) employer: St. James's Place
Contact Detail:
St. James's Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Lead - Polaris Multi Index (12 month contract)
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about roles that might not even be advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its investment strategies, especially around multi-asset funds. Being able to discuss their Polaris Multi Index range with confidence will definitely impress the interviewers.
✨Tip Number 3
Show off your presentation skills! Create a mock presentation about the Polaris Multi Index Fund range. This will not only help you articulate your thoughts but also demonstrate your ability to communicate complex ideas clearly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at SJP.
We think you need these skills to ace Investment Lead - Polaris Multi Index (12 month contract)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Lead role. Highlight your experience in investment management and any relevant qualifications like CFA. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investments and how you can contribute to the Polaris Multi Index launch. Keep it engaging and relevant to the job description.
Showcase Your Technical Skills: Since this role involves technical investment management, be sure to showcase your analytical skills and understanding of multi-asset funds. We love seeing candidates who can communicate complex ideas clearly!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at St. James's Place
✨Know Your Investment Products
Make sure you have a solid understanding of multi-asset funds and the specific investment products relevant to the Polaris Multi Index. Brush up on recent trends and strategies in the financial services sector, as this will help you answer questions confidently and demonstrate your expertise.
✨Prepare Your Presentation Skills
Since you'll need to create compelling narratives using PowerPoint, practice presenting complex information clearly and engagingly. Consider preparing a mock presentation about the Polaris Multi Index range to showcase your ability to communicate effectively with stakeholders.
✨Understand Stakeholder Needs
Familiarise yourself with the needs of financial advisors and clients. Think about how the Polaris Multi Index can address these needs and be ready to discuss how you would engage with both internal and external stakeholders to promote its features.
✨Research the Company Culture
Get to know the company’s values and culture, especially their focus on engagement and empowerment. Be prepared to discuss how your personal values align with theirs and how you can contribute to creating an environment where colleagues feel accountable and motivated.