Discretionary and Advisory Product Development – Analyst
On-site · London, England, United Kingdom
Job Summary
Analyst role within the IPB Discretionary and Advisory Product Development team in London, focused on driving product development and management for discretionary and advisory investment offerings across multiple markets. Responsibilities include supporting new product development and capabilities for discretionary/advisory solutions, defining and tracking initiative timelines, coordinating with Legal, Risk, Compliance, Digital, Technology, Operations, and Investment teams to ensure timely delivery, enhancing client/advisor experience, delivering strategic regulatory initiatives, and improving product practices and processes. Emphasis on staying ahead of industry trends, and building a differentiated and scalable business. Strong analytical, communication, and collaboration skills, with proficiency in MS Office, and a preference for experience in wealth/asset management or consulting and knowledge of digitally enabled investment solutions; CFA qualification or candidacy and Python knowledge are advantages.
Required Qualifications
- Proactive, highly motivated team player who thrives in a collaborative environment and drives results
- An entrepreneurial mindset with a client-focus that is able to think critically and achieve optimal outcomes across a variety of situations
- Highly detail-oriented with strong analytical and planning skills and with ability to lead multiple initiatives at once
- Exceptional communication skills, with proven ability to engage, build consensus, and foster lasting relationships with stakeholders at all levels
- Highly competent with core MS Office applications
- Experience in financial services would be beneficial, preferably in wealth management, asset management or consulting
- Experience in designing and developing digitally enabled investment solutions
- CFA qualified / candidate preferred
- Knowledge of programming language tools (e.g. Python) an advantage
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