Equity Product Specialist

St. James's Place Partnership; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

28 days annual leave

Private Medical Insurance

Generous Pension Scheme

Enhanced Parental Leave

Protection Benefits

EV salary sacrifice

Job summary

St. James’s Place is seeking an Equity Product Specialist to sit at the heart of our Equity proposition, translating complex investment concepts into clear, compelling content for internal and external audiences.

The role involves collaboration across Portfolio Managers, Fund Selectors and multiple business areas in a hybrid London setting. You will develop high‑quality market commentary, governance papers and adviser communications, working with senior leaders to articulate investment decisions

Qualifications

• Experience in asset management, wealth management or related investment environment.
• Strong knowledge of equity markets, portfolio management and investment propositions.
• Knowledge of fund selection methodologies, manager research and due diligence processes.
• Experience in investment communications, product management, fund research, equity research or related roles.
• Exceptional writing, editing and presentation skills.
• CFA qualification or progress towards CFA accreditation.
• Experience working with equity portfolios, equity strategies or equity fund propositions.
• Knowledge of active and passive investment approaches.
• Understanding of portfolio construction, performance analysis and risk management principles.
• Experience collaborating with proposition, product, marketing or distribution teams.
• Familiarity with investment analytics, market data providers and AI-enabled content tools.
• Understanding of the UK investment and wealth management market.
• Knowledge of adviser and client information requirements.

Responsibilities

• Developing and communicating our equity proposition for clear, consensus-driven investment views.
• Collaborating with Portfolio Managers and Fund Selectors to explain decisions and market views.
• Monitoring market developments and communicating impacts on portfolios and strategies.
• Building relationships with underlying managers across boutique and institutional firms.
• Producing high-quality investment content: market commentaries, updates, governance papers and adviser communications.
• Drafting and coordinating content on behalf of senior investment leaders and portfolio managers.
• Supporting proposition development and responding to information requests and due diligence questionnaires.
• Working with Product, Marketing, Risk, Compliance, Operations and Governance teams on strategic projects.
• Supporting governance forums and preparing materials for senior stakeholders and committees.
• Improving accessibility, consistency and effectiveness of investment communications across the business.
• Owning communication, reporting, governance and project activities to free Portfolio Managers for investment decisions.

Skills

Equity markets

Portfolio management

Investment communications

Stakeholder management

Written communication

CFA in progress

Job description

Posted on: 11/11/2026 – Application Deadline: 18/11/2026

Are you ready tochart 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.

At a glance:

Location: London - Lombard Street Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

About the Role

We're looking for an investment professional to join our Investment Office as an Equity Product Specialist. This is an exciting opportunity to work at the heart of our Equity proposition, partnering closely with Portfolio Managers, Fund Selectors and key collaborators across the business. You'll play a pivotal role in helping colleagues understand portfolio positioning, investment decisions and market developments, ensuring complex investment thinking is translated into clear, engaging and insightful communications.

Acting as the bridge between the Equity Investment Team and a broad range of stakeholder groups, you'll help bring investment views to life through high-quality content, thought leadership and proposition support. This role offers significant exposure across Investments, Product, Distribution, Marketing, Risk, Compliance and Governance, making it an excellent opportunity for someone who combines strong investment knowledge with exceptional communication and stakeholder management skills.

What You'll Be Doing

As an Equity Product Specialist, you'll support the development and communication of our Equity proposition, ensuring collaborators have access to clear, consistent and insightful information.

Key responsibilities will include:

• Developing a deep understanding of equity portfolios, investment strategies, underlying managers and portfolio positioning.
• Partnering with Portfolio Managers and Fund Selectors to understand and communicate investment decisions, market views and performance drivers.
• Monitoring market developments and helping communicate their impact on portfolios and investment strategies.
• Building and maintaining strong relationships with underlying managers across both boutique and institutional asset management firms.
• Producing high-quality investment content, including market commentaries, fund updates, portfolio insights, governance papers, presentations and adviser communications.
• Drafting, editing and coordinating content on behalf of senior investment leaders and portfolio managers.
• Supporting proposition development activities and responding to investment-related information requests and due diligence questionnaires.
• Working collaboratively with Product, Marketing, Risk, Compliance, Operations and Governance teams to support business initiatives and strategic projects.
• Supporting governance forums and preparing high-quality materials for senior stakeholders and committees.
• Helping improve the accessibility, consistency and effectiveness of investment communications across the business.
• Taking ownership of communication, reporting, governance and project-related activities, enabling Portfolio Managers to focus on investment decision-making.

About You

You'll enjoy translating complex investment concepts into clear and engaging communications that help collaborators understand market developments, portfolio decisions and investment strategies. You'll be comfortable working across a variety of stakeholder groups and capable of building credibility with investment professionals whilst adapting your communication style to different audiences. You'll bring strong commercial awareness, a collaborative approach and a genuine interest in investment markets. Most importantly, you'll combine technical investment knowledge with exceptional writing, editing and presentation skills, enabling you to deliver accurate, insightful and impactful content that supports both stakeholder understanding and business outcomes.

• Experience gained within asset management, wealth management or a related investment environment.
• Strong understanding of equity markets, portfolio management and investment propositions.
• Knowledge of fund selection methodologies, manager research and due diligence processes.
• Experience within investment communications, product management, fund research, equity research, product specialist or similar roles.
• Exceptional writing, editing and presentation skills.
• CFA qualification or progress towards CFA accreditation.
• Experience working with equity portfolios, equity strategies or equity fund propositions.
• Knowledge of active and systematic investment approaches.
• Understanding of portfolio construction, performance analysis and risk management principles.
• Experience working across proposition, product, marketing or distribution teams.
• Familiarity with investment analytics, market data providers and AI-enabled research or content tools.
• Understanding of the UK investment and wealth management market.
• Knowledge of adviser and client information requirements.

Special Requirements

Occasional travel between St. James's Place offices may be required, including overnight stays. Some flexibility around working hours will also be required to support business priorities.

What's in it for you?

Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond.

In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life.

Our benefits include:

• 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days.
• Private Medical Insurance – company-funded cover for you and your immediate family
• Generous Pension Scheme – a non-contributory employer contribution of 10%, increasing with length of service up to 15%, plus the opportunity to increase this through salary sacrifice
• Enhanced Parental Leave – up to 26 weeks' full pay to support growing families.
• Protection Benefits – company-funded critical illness cover, income protection, and life assurance
• EV salary sacrifice scheme through Tusker

Reasonable Adjustments

We're an equalopportunities employer and want to ensure our recruitment process is accessibleand inclusive for all, if you require reasonable adjustment(s) at any stageplease let us know by emailing us at [e-mail]

Research tells usthat applicants (especially those from underrepresented groups) can be put offfrom applying for a role if they do not meet all the criteria or have been onan extended career-break. If you think you would be a good match for this role andcan demonstrate some transferable experience please apply, regardless ofwhether you tick every box.

What's next?

If you're excitedabout this role and believe you have the skills and experience we're lookingfor, we'd love to hear from you!
As a businessregulated by the FCA we would advise you to familiarise yourself with theconduct regulations and in particular consumer duty obligations prior to aninterview with SJP.