Private Market Investment Analyst
2 days ago
This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
We have an outstanding opportunity for a Private Market Investment Analyst to join our Investment Management Division on a 12-month Fixed Term Contract. The successful person will be responsible for the ongoing monitoring and development of Private market and Investment strategies within St. James Place. You will lead engagement and contributions for our division to ensure we support and exceed the needs of our Clients and Partners.
Who are we looking for:
An analytical mind, clear and confident communicator in verbal and written communications, with a highly developed ability for Private Market and Fund strategies. Expert at building and maintaining business relationships and networks. The ability to operate with a certain level of gravitas and mentorship capabilities.
Responsibilities:- Maintaining an approved list of external managers in Private Market strategies for use across the SJP investment platform, with a particular focus on Enterprise Invest Scheme (EIS), Venture Capital Trust (VCT) and Business Relief Strategies.
- Provide up to date commentary on funds for use internally, and supporting the Proposition and Partner facing teams in crafting external narratives around performance and expectations for our funds.
- Lead search activities carried out within Tax Advantaged Investments and Private Market Funds, while collaborating closely across the division on diligence and monitoring frameworks
- Support the Head of Tax Advantaged Investments in representing the team at internal Investment Committee meetings to identify, and raise awareness of areas of interest that require further analysis.
- Assist with enhancements to the monitoring process through development and maintenance of data and reporting. This could include development of Power-BI and Excel based solutions.
- Initiate and lead projects across the SJP Portfolio
- Promote the understanding of private markets, including tax-advantaged investments across the business, and assisting the Consultancy and Engagement function where specific expertise is required.
- Build strong relationships, particularly with members of SJP's product management, proposition, communications, R&D, legal, operations, regulatory, compliance and investment risk teams to help support smooth implementation of IMA change.
- Strong knowledge of private market strategies and the investment processes used by managers to drive returns and mitigate risk.
- Knowledge or experience of having undertaken manager research within the private markets space. (Previous experience or understanding of VCT, EIS and Business Relief strategies desirable, but not essential.)
- Good understanding of private markets, segmentation between vehicles/strategies and the micro/macroeconomic drivers of return in these markets.
- Capable of making clear investment recommendations and taking personal responsibility and accountability for the performance of fund managers on the SJP investment platform
- Ability to manage, influence and prioritise across multiple workstreams
- Build and maintain good working relationships with external fund managers, and take responsibility for communicating investment committee decisions where relevant
- Understanding of the fund management industry and financial markets
- Able to forge relationships with senior members of the investment division and act as a role model to more junior members of the team.
- Degree Qualified
- CFA, CAIA Qualified or equivalent is desirable
- Proficiency in PowerBI & Excel is desirable
- Ability to travel across SJP London Locations
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