Investment Lead - Polaris Multi Index (12 month contract)

St. Jamess Place; London; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading investment management firm based in London is looking for an Investment Lead for a 12-month contract. The role involves leading the launch of the Polaris Multi Index Fund range and requires strong expertise in investment products and strategies. Ideal candidates will possess professional qualifications and demonstrable experience in financial services. Benefits include competitive salary, discretionary bonuses, and generous leave policies.

Benefits

Competitive parental leave (26 weeks full pay)

Private medical insurance

10% non-contributory pension

Qualifications

• In-depth understanding of investment products and themes, particularly multi-asset funds.
• Experience in the investment or asset management sector.
• Knowledge of portfolio construction would be desirable.

Responsibilities

• Lead the launch of the Polaris Multi Index in H2 2025.
• Ensure stakeholders are briefed on Polaris Multi Index features.
• Provide quality control of technical investment detail.
• Generate thought leadership to educate the Partnership.
• Coordinate to resolve technical challenges before launch.

Skills

In-depth understanding of investment products

Experience in financial services

Strong understanding of financial advisor and client needs

Ability to create compelling presentations

Passion for investments

Education

Professional qualifications such as CFA or equivalent

Tools

PowerPoint

Job description

Overview

Investment Lead - Polaris Multi Index (12 month contract)

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.

Location: London - Lombard Street Office

Workplace Type: Hybrid

Employment Type: 12 month Fixed-Term Contract

Seniority: Mid-Senior Level

This role provides specialist technical investment management insight, representing the CIO and Director of Portfolio Management, to support the successful launch of the Polaris Multi Index Fund range.

As Investment Lead you will support development of technical details (including analysis of seeding mechanics, the design of underlying indices, and how both are communicated to the Partnership) and to oversee the development of investment management \'educational-aides\' whilst working with a range of internal and external stakeholders to promote a clear understanding of the features, purpose and differentiating factors of the Polaris Multi Index range as a core development of the SJP Investment Proposition.

Responsibilities

• Responsible for leading on the successful launch of the Polaris Multi Index in H2 2025, a key initiative in the 2030 SJP strategy.
• Responsible for ensuring that ahead of launch, key internal (e.g. GEC and Investment Management helpdesk) and external (e.g. SJP Adviser network and media where possible) stakeholders are fully briefed on the key features of the Polaris Multi Index range.
• Responsible for leading on providing input and quality control of technical investment detail which drives the SJP's narrative/supporting materials for the Polaris Multi-Index Fund range liaising with stakeholders.
• Work with external fund managers to generate thought leadership which helps to educate the Partnership on the Polaris Multi-Index Fund range.
• Responsible for representing and coordinating SJP Investment SMEs to resolve both internal and external technical challenges/queries that arise in the run up to launch.
• Where possible, responsible for conducting and publishing reports outlining the positioning of the 'Polaris brand', alongside other SJP multi-asset offerings, including whether there are any gaps.
• Where possible, work with key stakeholders to identify options to increase the value, clarity and messaging of the InRetirement multi asset range.

Who we're looking for

• In-depth understanding of investment products, strategies, and themes, in particular multi-asset funds.
• Experience in financial services in the investment or asset management sector.
• Strong understanding of financial advisor and client needs.
• Ability to create compelling and impactful presentation narratives using PowerPoint and other tools.
• Passion for investments and a solid understanding of financial markets and willingness to develop further.
• Knowledge of portfolio construction would be desirable
• Professional qualifications such as CFA or equivalent desirable

Special Requirements

Travel to London/Cirencester and other SJP offices and venues on a regular basis will be necessary to meet with key stakeholders, Partners, and clients.

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)
• 10% non-contributory pension (increasing with length of service)

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 .

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.