Portfolio Solutions Analyst

At a glance:

LOCATION: London - Lombard Street Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid‑Senior Level

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 and 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 for 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 delivering high‑conviction, tailored portfolio solutions and compelling client communications.

• 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.
• CFA / CAIA (completed or in progress).

Special Requirements:

• Regular travel within the UK to support client meetings and adviser engagement.
• This is a certification role under the Senior Managers and Certification Regime.

What's in it for you?

We reward youfor 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.

• 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.