Senior Investment Reporting Analyst

St. James’s Place

Role Description

Posted on: 
Sep 13, 2024

St. James's Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.

We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.

Location: London - Paddington

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

The main purpose of this role is to enhance the analysis and investment decision-making of SJP Investment Teams through data-driven insights, and the application of applied science techniques. This serves our pursuit of investment excellence, by ultimately improving the investment outcomes for clients.

You will lead on development projects for the Investment Insights & Reporting Team. You will independently problem solve, profiling our investment-focused customers to plan solutions to their business problems. Deliver innovative and practical data-led solutions, using a range of data science-related tools and techniques.

What you’ll be doing:

• Quantitative Analysis & Predictive Analytics: Leading on the implementation of new statistical models & validating the results. Building a deep understanding of the uses, and misuses, of statistical inferences.

• Regular Reporting: Overseeing the regular reporting production and development within the team.

• Team Development & Training: Leading junior members of the team, including training and mentoring and collaborating with a wide range of other teams to develop professional relationships. This will cover front-office investment teams, as well as Data-Tech teams, their senior and junior data analysts and data engineers, both onshore and offshore.

• Delivering Projects: Delivering on critical development and BAU projects, covering investments, operations, regulation and risk. In larger project groups, you will identify opportunities and points weaknesses – and directly influence the decisions made on areas involving quantitative analytics.

• Explorative Database Construction: Outside of core divisional data sources, the team must have the ability to proof-of-concept new, alternative data sources. This covers the full analytics cycle - ETL, analytics model coding, viz/UX build, ‘data-code-model’ validation testing. Acquisition of new datasets and analytics tools will often be required, building business cases, requirements, proof-of-concept & impact assessments for these capabilities.

• Senior Boards MI Reporting & Stakeholder Engagement: Providing reporting solutions to senior customers and investment teams, including board-level reporting and quantitative dashboards.

• Building Visualisations: Ensuring that stakeholders and customers can absorb and act on the reports and analytics produced, including working on visualisation designs.

• Data QC Testing & Error Resolution Workflows: Developing and leading an accumulating library of quality control and error resolution pathways, ensuring that the information provided can be trusted and makes valuable contributions to our investment decision making.

Who we’re looking for:

A candidate with experience and technical expertise in investment-related data insights, including:

• Understanding of investment markets, asset classes and investment styles.

• Knowledge of public & private asset classes and investment products.

• Experience of investment-related analytics platforms; e.g. Aladdin, Financial Express, Bloomberg, FactSet, MSCI RiskMetrics etc.

• Experience with coding languages - such as SQL, Python, VBA.

• Understanding of reporting tools - such as Excel and PowerBI.

• Confidence and ability to communicate in a technical manner

• Investment-related further education or professional qualifications

What's in it for you?

• Private Medical paid for by Company.

• Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.

• Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.

• Parental leave – 6 months full pay

• 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday

• Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)

Flexible Working We know that everyone works best in different ways, at different times and in different environments. We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours. Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation!

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.

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

What's next?

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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