- Act as a Subject Matter Expert for the BSP Valuations model. Apply expertise to both projects & BAU.
- Oversee data analysis and checks-and-control framework on the Valuations model.
- Own the team's suite of Power BI dashboards, SQL queries, Power queries, Macros & add-in functions and Tableau reports.
- Lead on the regular valuation of SJP's renewal Income assets.
- Support development of the BSP scheme and SJP Debt and Equity propositions via suite of Valuation reports & due diligence packs on SJP Partner businesses.
- Communicate the results of analysis to both technical and non-technical audiences.
- QC/oversight responsibility for the production of BAU actuarial process.
- Identify improvement opportunities and role model a 'continuous improvements' approach.
- Ensure Partner queries are handled accurately, effectively and within SLA.
- Apply knowledge to realise operational efficiency gains through assisting on developments across the division.
- Degree or post-graduate degree and/or 3 years' experience in a related industry/subject preferably Financial Services
- Good awareness of the SJP business, divisional functions and the SJP Partnership, including cultural awareness.
- Commercial awareness of the impact of a BSP on the company in terms of finance and risk.
- Knowledge/understanding of the BSP Valuation Model/process including data feeds and the actuarial valuation basis.
- Knowledge of remuneration structure underpinning core SJP products.
- Strong problem-solving skills and able to adapt the proposition/process to meet the needs of SJP Partners.
- Able to engage effectively with a variety of Stakeholders and to present confidently and explain underlying trends.
- Excellent Excel skills
- Essential - high degree of competency with:
- Developing SQL queries to analyse large data sets.
- VBA coding.
- Power BI to analyse data.
- Desirable:
- Experience of using Tableau.
- Building and maintaining Power Queries to automate repetitive tasks.
- 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 full-time equivalent) with the option to buy up to an additional 5 days holiday
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Lead Valuation Services Analyst - Cirencester, United Kingdom - St. James's Place
Description
St. James's Place (SJP) works inpartnership to plan, grow and protect our clients' financial futures. Wedeliver personalised, face-to-face financial advice to our clients, who trustus to manage their money to reach their goals. We provide this service via thePartnership, a network of qualified, expert advisors. We put financialwellbeing and responsible business choices at the heart of everything we do. Webelieve in the value of difference and know that diverse teams can help usproblem solve and innovate for clients.We look for people to join SJP to make animpact and to contribute to our culture which is based around long termrelationships, doing the right thing, and being the best version of ourselves.
Location: Cirencester Office
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Mid-Level
This role requires a technically skilled individual with strong actuarial modelling skills and proven experience with coding - SQL, Power BI, VBA and Excel. The role holder will be working on the SJP Business Sales & Purchase Valuation model and lead on strategic projects relating to the Valuation model and associated data architecture. This role could suit an experienced grad with relevant analyst experience, ideally within Financial Services.
What you'll be doing:
May occasionally be required to attend and travel to Partner meetings within UK Location.
What's in it for you?
Flexible WorkingWe know that everyone works best indifferent ways, at different times and in different environments. We haveintroduced a hybrid working policy to provide greater flexibility for part-timework, job-sharing, remote working, and flexibility on hours. Our people areencouraged to work in a flexible way that suits their lifestyle, so please askthe question and start a conversation
Research tells us that applicants(especially those from underrepresented groups) can be put off from applyingfor a role if they do not meet all the criteria or have been on an extendedcareer-break. If you think you would be a good match for this role and candemonstrate some transferable experience please apply, regardless of whetheryou tick every box.
What's next?
Our team will be in touch. 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.
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