Equity Product Specialist

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.

At a glance

• Location: London - Lombard Street Office
• Workplace Type: Hybrid
• Employment Type: Permanent
• Seniority: Mid-Senior Level

About the Role

We're looking for an investment professional to join our Investment Office as an Equity Product Specialist. This is an exciting opportunity to work at the heart of our Equity proposition, partnering closely with Portfolio Managers, Fund Selectors and key collaborators across the business. You'll play a pivotal role in helping colleagues understand portfolio positioning, investment decisions and market developments, ensuring complex investment thinking is translated into clear, engaging and insightful communications.

Acting as the bridge between the Equity Investment Team and a broad range of stakeholder groups, you'll help bring investment views to life through high-quality content, thought leadership and proposition support. This role offers significant exposure across Investments, Product, Distribution, Marketing, Risk, Compliance and Governance, making it an excellent opportunity for someone who combines strong investment knowledge with exceptional communication and stakeholder management skills.

What You'll Be Doing

As an Equity Product Specialist, you'll support the development and communication of our Equity proposition, ensuring collaborators have access to clear, consistent and insightful information.

Key responsibilities will include

• Developing a deep understanding of equity portfolios, investment strategies, underlying managers and portfolio positioning.
• Partnering with Portfolio Managers and Fund Selectors to understand and communicate investment decisions, market views and performance drivers.
• Monitoring market developments and helping communicate their impact on portfolios and investment strategies.
• Building and maintaining strong relationships with underlying managers across both boutique and institutional asset management firms.
• Producing high-quality investment content, including market commentaries, fund updates, portfolio insights, governance papers, presentations and adviser communications.
• Drafting, editing and coordinating content on behalf of senior investment leaders and portfolio managers.
• Supporting proposition development activities and responding to investment-related information requests and due diligence questionnaires.
• Working collaboratively with Product, Marketing, Risk, Compliance, Operations and Governance teams to support business initiatives and strategic projects.
• Supporting governance forums and preparing high-quality materials for senior stakeholders and committees.
• Helping improve the accessibility, consistency and effectiveness of investment communications across the business.
• Taking ownership of communication, reporting, governance and project-related activities, enabling Portfolio Managers to focus on investment decision-making.

About You

You'll enjoy translating complex investment concepts into clear and engaging communications that help collaborators understand market developments, portfolio decisions and investment strategies. You'll be comfortable working across a variety of stakeholder groups and capable of building credibility with investment professionals whilst adapting your communication style to different audiences. You'll bring strong commercial awareness, a collaborative approach and a genuine interest in investment markets.

Most importantly, you'll combine technical investment knowledge with exceptional writing, editing and presentation skills, enabling you to deliver accurate, insightful and impactful content that supports both stakeholder understanding and business outcomes.

Essential Criteria

• Experience gained within asset management, wealth management or a related investment environment.
• Strong understanding of equity markets, portfolio management and investment propositions.
• Knowledge of fund selection methodologies, manager research and due diligence processes.
• Experience within investment communications, product management, fund research, equity research, product specialist or similar roles.
• Exceptional writing, editing and presentation skills.
• CFA qualification or progress towards CFA accreditation.

Desirable Criteria

• Experience working with equity portfolios, equity strategies or equity fund propositions.
• Knowledge of active and systematic investment approaches.
• Understanding of portfolio construction, performance analysis and risk management principles.
• Experience working across proposition, product, marketing or distribution teams.
• Familiarity with investment analytics, market data providers and AI-enabled research or content tools.
• Understanding of the UK investment and wealth management market.
• Knowledge of adviser and client information requirements.

Special Requirements

• Occasional travel between St. James's Place offices may be required, including overnight stays. Some flexibility around working hours will also be required to support business priorities.
• What's in it for you?
• Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond.
• In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life.

Our benefits include

• 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days.
• Private Medical Insurance – company-funded cover for you and your immediate family
• Generous Pension Scheme – a non-contributory employer contribution of 10%, increasing with length of service up to 15%, plus the opportunity to increase this through salary sacrifice
• Enhanced Parental Leave – up to 26 weeks' full pay to support growing families.
• Protection Benefits – company-funded critical illness cover, income protection, and life assurance
• EV salary sacrifice scheme through Tusker

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 [email protected]
• 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.

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