The following job is no longer available:
Interim Client Outcomes Analyst 6 month FTC

Interim Client Outcomes Analyst 6 month FTC

Posted 15 April by eFinancialCareers
Ended
Competitive salary
London , South East England
Permanent, full-time
Be one of the first ten applicants
View all jobs
The Value of Active Minds

About Jupiter

Jupiter is one of the UK's leading investment management companies with just over 500 employees and £51.4 billion worth of assets under management (as at 30th June 2023).

Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA, APAC and the US.

The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground's Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings.

We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home. This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance.

Background

In this role you will be a member of a high-functioning team focussed on ensuring the firm delivers good client outcomes across the design, development and delivery of new products and maintenance good outcomes of existing products, targeting specific client needs, in support of Jupiter's business strategy.

You will support the Head of the Client Outcomes Team with various activities regarding Value Assessment 2024 delivery. While you will be mainly supporting, co-ordinating and monitoring activities within the firm to evidence good value for customers across our onshore fund line-up.

The FCA Value Assessment Analyst plays a crucial role in conducting comprehensive assessments to ensure our UK domiciled funds' value proposition aligns with regulatory standards. This role involves supporting the existing manager in analyzing commingled investment products to evaluate their quality of service, performance and costs amongst other things to conclude their value for clients.

Key Responsibilities
  • Supporting the in-depth assessments of our UK domiciled fund range to evaluate their value proposition, considering cost, performance, risk, and overall benefit to consumers. This includes quantitative and qualitative data analysis related to financial products' performance, costs, and customer outcomes to derive insights into their value and compliance with FCA regulations.
  • Reporting and Documentation: Work closely with the respective client outcomes manager and cross-functional teams, including fund management, compliance, and finance to assist in preparing comprehensive board reporting and externally published documents for value assessment
  • Continuous Improvement: Proactively identify opportunities to improve VA methodology, streamline processes, and enhance the overall effectiveness of VA practices. This includes assisting in the automation and streamlining of data gathering and analysis.
  • Exposure to a diverse range of financial products and the chance to contribute to their evolution to benefit consumers.
  • Assisting client outcomes team members in their activities and assisting the Head of Client Outcomes with handling and addressing ad hoc requests and issues that arise in the department.
Desired Skills / Experience
  • At least six months' prior experience in asset management / financial services, in a data analysis / product role or product adjacent role, e.g. fund operations, financial analysis, or regulatory compliance
  • A good understanding of asset management and pooled product structures, and an interest in the investment industry is beneficial
  • Proficiency in data analysis tools and techniques, with the ability to interpret complex financial data.
  • Experience of using Excel to an advanced level. Comfortable using other MS Office packages including Word and PowerPoint. Comfortable handling and manipulating large volumes of data.
  • Excellent analytical skills with a keen eye for detail and the ability to translate findings into actionable insights.
  • Strong organization and time management skills. A proactive approach to resolving issues.
  • Effective communication skills both written and verbal, being able to present complex information clearly and interact with stakeholders at all levels.
  • Focus on delivery with attention to detail while understanding the bigger picture of what we are trying to achieve.
  • An ability to develop good working relationships.
  • Having an agile mindset which strives in a fast-paced environment and can work to tight deadlines.
Additional Role Details
  • This role is subject to the Conduct Rules set by the FCA.
Don't meet every requirement? At Jupiter we are dedicated to building a diverse and inclusive workplace, so if you are interested in this role, but don't think your experience aligns perfectly with every listed requirement in the job description, we would encourage you to apply. You may be the right person for this role.

Reference: 52480799

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job

Not quite what you are looking for? Try these similar searches