Investment Strategy Manager

Are you an Investment Strategy Manager? As part of a great Investment Strategy team, you will be Lead and design, manage and support an award-winning customer Investment Fund proposition in line with the Product Strategy.

Do you have experience in fund propositions, governance and asset ownership?

By ensuring optimal fund proposition and operating model, you will be supporting the Asset Owner and the Product Strategy team through design, implementation, and ongoing governance of the proposition in line with business plans. Additionally part of your role will be working closely with the Director of Product, Group Strategic Product Manager and Senior Investment Product Manager and you will also have line management responsibility of one staff member.

What you’ll be doing:

• As Investment Strategy Manager you will designing and managing the customer fund and investment proposition, whilst working working with the Head of Investment Strategy, Group Strategic Product Manager, Senior Investment Product Manager, Group Strategy and Group Marketing
• Project managing future fund proposition changes including fund launches and closures
• Overseeing the management of Statements of Investment Principles (including SAA), as well as Asset Owner Investment Beliefs, ESG policy etc
• Managing the current fund proposition from fund launch through the fund life-cycle including related fund governance, regulatory expectations
• Managing the production of customer facing documentation relating to funds (e.g. Fund Factsheets, KIID reviews, Prospectus reviews, AoV reports)
• Reviewing fund performance and monitor funds through post launch to ensure benefits are realised
  Supporting distribution of funds, working with our tied advisors and Marketing on proposals/campaigns to increase distribution in line with business objectives
• Developing and building a strong working knowledge of regulatory and legislative requirements and changes and ensuring that these are incorporated to all product activity

We’re looking for:

• Experience in fund propositions, governance and asset ownership
• Experience in product management, with a focus on investment and fund solutions
• Strong understanding of the investment and platform market, including customer needs, competitive landscape, and regulatory environment
• Strong understanding of emerging regulatory trends
• Proven ability to maintain successful fund and investment governance

As Lead Investment Strategy Manager, you will make a huge impact on the Investment Strategy team and your input will be greatly valued.

Apply now to join a team where your ambition, values, and energy will be matched every step of the way.