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
As a Multi Asset Product Specialist Influence how one of the UK's leading wealth management businesses develops, communicates and evolves its multi-asset investment proposition. You'll work alongside portfolio managers, economists and investment specialists to bring investment ideas to life. From helping shape product developments and analysing market trends to creating compelling investment content, you'll play an important role in ensuring our investment expertise is understood and valued across the business.
This is an excellent opportunity for someone who enjoys combining investment knowledge with commercial thinking, market insight and relationship building. You'll have the chance to contribute to high-profile investment projects, support the evolution of our multi-asset proposition and work closely with experts across the Investment Office.
What You'll Be Doing
- Becoming a trusted expert on our multi-asset investment proposition and Investment Management Approach.
- Working closely with portfolio managers and investment specialists to communicate investment views and portfolio decisions.
- Carrying out market and competitor research to help inform proposition development.
- Creating engaging investment content, presentations, governance papers and market updates.
- Supporting new product launches, proposition enhancements and business-critical projects.
- Contributing to governance activities, product reviews and regulatory requirements.
- Building strong relationships across the business to provide investment insight and expertise.
- Supporting due diligence requests and investment-related reporting.
About You
You enjoy turning complex information into clear, engaging messages and are comfortable working with a variety of teams to achieve shared goals. You'll bring curiosity, commercial awareness and a collaborative approach, alongside the confidence to challenge thinking and contribute new ideas. Whether your experience has been gained in asset management, wealth management or a broader investment environment, you'll thrive in a role that combines technical knowledge with communication, analysis and problem-solving.
Essential Criteria
- Strong understanding of multi-asset investing and portfolio construction.
- Knowledge of strategic and tactical asset allocation.
- Experience within an investment, wealth management or asset management environment.
- Understanding of financial markets and macroeconomic trends.
- Experience creating investment-related content, presentations or market commentary.
- Ability to communicate complex investment concepts clearly.
- Experience supporting investment propositions, projects or product development activities.
Desirable Criteria
- Knowledge of multi-manager investment approaches.
- Experience supporting governance or regulatory activities.
- Understanding of the UK wealth management market.
- Experience contributing to proposition development or enhancement projects.
- CFA qualification or progress towards completion.
Multi-Asset 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.
