Equity Strategist - London, United Kingdom - St. James's Place

St. James's Place

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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 - Lombard Street Office

Workplace Type:
Hybrid

Employment Type:
Permanent

Seniority:
Mid-Senior Level

The role:

In conjunction with the Director of Research, the Equity Strategist will be responsible for developing and owning the equity-related decisions within the asset allocation process of the Investment Division at SJP, which will inform the active positions held across portfolios.

This will require an assessment of the medium-term prospects for equities, incorporating overall market analysis, and relative consideration across regions and styles / factors.

Internally, the Equity Strategist will provide a crucial and cohesive link between different areas of expertise and experience within the Investment Team, including macro-economic research, portfolio management and equity manager research.

Outside of the Investment Team, the role will require the eloquent communication of SJP's asset allocation positioning across a range of relevant stakeholders including Boards, Partners, and media outlets.

What you'll be doing:

Alongside the Director of Research, enhance and maintain a framework / process for assuming active asset allocation views across global equity markets.
Be accountable for performance impact of equity asset allocation views.
Understand mediumterm drivers of equity returns and risk both in isolation and in a broad asset allocation context.
Clearly articulate the key distinctions / attributes of the equity asset allocation approach adopted with supporting evidence.
Work closely with the Head of Macro Economic research in understanding the implications of the economic environment for equity returns and risk.

Who we're looking for:

Direct experience in a similar role, including:

Experience monitoring and developing an asset allocation process
Experience interacting with boards and committees
Previous experience in taking responsibility for making recommendations or decisions relating to asset allocation views.
Experience being a member of / leading an investment decision making forum.
Confidence to clearly communicate positioning with an ability to defend viewpoints based on qualitative and quantitative evidence.

What's in it for you?

Private Medical up to family cover paid for by Company

- via BUPA.

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 fulltime 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

Reasonable Adjustments

Reasonable Adjustments

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.

LI-HYBRID

LI-RC1