Portfolio Solutions Analyst

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.

About the role

We have an exciting new role to join the Investment Directorate as a Portfolio Solutions Analyst! As a senior member of the team, this front office role is responsible for originating, designing and presenting innovative and differentiated bespoke investment solutions for high net worth individuals, charities and endowments. This role is central to the delivery of new business growth, playing a key role in driving assets under management and deepening adviser and client relationships. You'll combine your deep technical expertise with strong commercial acumen to deliver high conviction, tailored portfolio solutions and compelling client communications.

What you'll be doing

• Design and develop custom investment proposals to support advisers in winning new mandates and retaining key HNW clients.
• Act as a trusted technical partner in client meetings and pitches.
• Translate complex investment concepts into clear, compelling and client friendly narratives.
• Construct and oversee multi asset portfolios across various tax wrappers.
• Design innovative, tailored portfolios to diverse client objectives, including income generation, capital preservation, drawdown and long term growth.
• Identify opportunities to enhance and differentiate SJP's proposition for charities, endowments and other institutional style portfolios.
• Contribute to the development of innovative and differentiated approaches to portfolio design, structuring and client reporting.

Essential Criteria

• Previous experience in a client facing or front office investment role, including exposure to complex or bespoke client solutions.
• Consistent track record supporting or leading investment pitches and proposals.
• Experience working with HNW, UHNW, charities or endowment clients.
• Deep understanding of financial markets, asset allocation, portfolio construction and risk management.
• Extensive experience constructing or analysing multi asset portfolios.
• Demonstrable experience of balancing technical expertise with commercial context to support client outcomes and business growth.
• Strong working knowledge of capital market assumptions and optimisation techniques, with the ability to apply these in the design of tailored and differentiated portfolio solutions.
• Acts as a key technical reference point for advisers and stakeholders on more complex portfolio construction matters.
• High level of confidence and credibility engaging with clients, advisers and senior stakeholders, with the ability to deliver compelling client narratives.
• Experience with Bloomberg or equivalent systems and advanced Excel capability.

Desirable Criteria

• CFA or CAIA (completed or in progress).

Special Requirements

• Regular travel within the UK to support client meetings and adviser engagement.
• This is a certification role under the Senior Managers and Certification Regime.

Benefits

• Competitive parental leave (26 weeks full pay).
• Private medical insurance (optional taxable benefit).
• Non contributory pension - 10% (increasing with length of service up to 15%) with further pension matching.
• Competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days).
• Discretionary annual bonus scheme that reflects both personal and company performance.
• Online rewards platform with a variety of discounts.

Reasonable Adjustments

We are an equal opportunity 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 .