Investment Product Analyst (IPA)

You will be reporting to an Investment Director and working alongside a team on all aspects of product management for our Multi-Asset benchmark relative (BMR) business, including the Scottish Widows and Schroders Personal Wealth accounts, as well as other pooled funds and segregated accounts. The primary responsibilities focus on: Product and Client Support

• Product material - Ensure all regular Multi-Asset BMR product presentations and fund updates are produced for distribution to the client group, and creating new product content as required;
• Client reports and review presentations - Provide regular updates on market and portfolio performance, as well as portfolio investment strategy, for distribution to existing clients;
• Reporting data - using our internal systems and tools to produce timely and accurate data that feeds into client materials. Identifying opportunities to further automate processes where possible and
• Ad hoc reporting - Support client group teams in responding to client queries etc.
(b) New Business Development
• RFP ownership - Ensure RFPs are completed to a high standard and tailored to answer client questions and
• Client Pitches - Assist in the development and production of presentations for client pitches.
(c) Business Management
• Business strategy support - Maintain and analyse AUM, fund flows and competitor analysis relating to the Multi-Asset strategies.
  
  Previous experience and a strong interest in financial markets, and the asset management industry;
• RFP experience and
• Microsoft Office essential, including competency in Word, PowerPoint and Excel.
The knowledge, experience and qualifications that will help
• Advanced Excel;
• Knowledge of systems such as Refinitiv/Thomson Reuters Datastream, Aladdin, Lipper and Morningstar would be an advantage and
• CFA Charterholder (or equivalent) or willingness to progress towards CFA designation (or equivalent).
What you'll be like
• Excellent attention to detail, numeric and highly analytical;
• Excellent oral and written communication skills;
• Creative thinker and writer, able to articulate portfolio strategy in engaging commentary;
• Ability to build strong relationships with the Investment team, Product team and Client Group;
• Ability to work on own initiative, managing deadlines and prioritising;
• Proactive approach to tasks and ability to anticipate needs from around the business and organise work accordingly and
• Team player.
  
  About Schroders
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The base We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly. The team Multi-Asset is seen as a key element of Schroders' strategy for growth. The Product Management team is part of the investment team, taking responsibility for managing the business of Multi-Asset, allowing the portfolio managers to focus on investing. It provides a bridge between the investment team and the client group (the client-facing part of the business), helping to support and grow Multi-Asset profitability. The team is also the main point of contact with the client group and product development teams within Schroders. The team is involved in a wide range of activities that includes client reporting and servicing, new pitches, developing new products and being the experts to whom the rest of Schroders will revert to for enquiries on the products and services of Multi-Asset.