At a Glance
- Tasks: Design and present bespoke investment solutions for high-net-worth clients and charities.
- Company: Join a leading investment firm focused on innovation and client engagement.
- Benefits: Competitive salary, annual bonus, generous leave, and private medical insurance.
- Other info: Hybrid work environment with opportunities for professional development.
- Why this job: Make a real impact in the financial world while growing your career.
- Qualifications: Experience in client-facing investment roles and strong portfolio construction skills.
The predicted salary is between 60000 - 80000 £ 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.
About the role:
We have an exciting new role to join the Investment Directorate as a Portfolio Solutions Analyst! As a senior member of the team, this front-office role is responsible for originating, designing, and presenting innovative and differentiated bespoke investment solutions for high-net-worth individuals, charities, and endowments. This role is central to the delivery of new business growth, playing a key role in driving assets under management (AUM), and deepening adviser and client relationships. You'll combine your deep technical expertise with strong commercial acumen to deliver high-conviction, tailored portfolio solutions and compelling client communications.
As a visible and trusted partner to financial advisers, you will play a critical role in client pitches, solution design, and ongoing portfolio oversight, while contributing to the development of a scalable bespoke investment proposition aligned with SJP’s investment philosophy.
What you'll be doing:
- Design and develop custom investment proposals to support advisers in winning new mandates as well as retaining key HNW clients.
- Act as a trusted technical partner in client meetings and pitches.
- Translate complex investment concepts into clear, compelling, and client-friendly narratives.
- Construct and oversee multi-asset portfolios across various tax wrappers.
- Design innovative, tailored portfolios to diverse client objectives, including income generation, capital preservation, drawdown, and long-term growth.
- Identify opportunities to enhance and differentiate SJP’s proposition for charities, endowments, and other institutional-style portfolios.
- Contribute to the development of innovative and differentiated approaches to portfolio design, structuring, and client reporting.
About you:
We are looking for someone who combines deep technical expertise with strong commercial acumen. You should have experience of delivering high-conviction, tailored portfolio solutions and compelling client communications.
Essential Criteria:
- Previous experience in a client-facing or front-office investment role, including exposure to complex or bespoke client solutions.
- Consistent track record supporting or leading investment pitches and proposals.
- Experience working with HNW, UHNW, charities, or endowment clients.
- Deep understanding of financial markets, asset allocation, portfolio construction, and risk management.
- Extensive experience constructing or analysing multi-asset portfolios.
- Demonstrable experience of balancing technical expertise with commercial context to support client outcomes and business growth.
- Strong working knowledge of capital market assumptions and optimisation techniques, with the ability to apply these in the design of tailored and differentiated portfolio solutions.
- Acts as a key technical reference point for advisers and stakeholders on more complex portfolio construction matters.
- High level of confidence and credibility engaging with clients, advisers, and senior stakeholders, with the ability to deliver compelling client narratives.
- Experience with Bloomberg or equivalent systems and Advanced Excel capability.
Desirable Criteria:
- CFA / CAIA (completed or in progress).
Special Requirements:
Regular travel within the UK to support client meetings and adviser engagement. Please be aware that this is a certification role under the Senior Managers and Certification Regime.
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).
- Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.
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 careers@sjp.co.uk.
Research tells us that applicants (especially those from underrepresented 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.
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.
Portfolio Solutions Analyst in London 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.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Solutions Analyst in London
✨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 St. James's Place. 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 Portfolio Solutions Analyst in London
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 St. James's Place.
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 St. James's Place'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 St. James's Place
✨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 St. James's Place.
✨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 St. James's Place 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 St. James's Place 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.
