Client Outcomes Manager (value assessments / consumer duty)

The Value of Active Minds

About Jupiter

Jupiter is one of the UK’s leading investment management companies with over 500 employees and £51.3 billion worth of assets under management (as at 30th June 2024).

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 and APAC.

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

This is an exciting new role working within the Client Outcomes Team, which has a direct reporting line into the Co-Head of Jupiter’s Client Group. The purpose of this role is to analyse and evaluate our fund range, focussing on service quality, performance, costs and overall consumer benefits. The position will involve conducting in-depth assessments using both quantitative and qualitative data to derive insights into the value proposition of investment products and the successful candidate will perform a crucial role in driving informed decisions to enhance client outcomes, maintain regulatory compliance and drive value add activities for the Client Group.

Key Responsibilities

The role holder will be the main point of contact for delivering the onshore Value Assessment, this includes:

• Conducting 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
• Regulatory Compliance: Ensure that the assessment adheres to FCA regulations, guidelines, and reporting requirements, staying updated with any regulatory changes that may impact value assessment (VA) procedures.
• Reporting and Documentation: Prepare comprehensive board reports, outlining and documenting methodologies used, key insights, and recommendations for improvement.
• 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.
• Supporting the team’s product governance framework by capturing relevant qualitative and quantitative data to build effective metrics and management information in a timely manner by working with relevant teams across the business. This will include assisting in the automation and streamlining of data gathering and analysis.
• Working with 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 3-5 years' experience in either a product role or product adjacent role, e.g. fund operations, financial analysis, or regulatory compliance within asset management.
• A solid understanding of asset management and pooled product structures, and an interest in the investment industry.
• Strong organisation and project management skills. A proactive approach to resolving issues as well as identifying new development opportunities.
• Effective communication skills both written and verbal, being able to present complex information clearly and interact with stakeholders at all levels including boards.
• An ability to credibly liaise with senior staff as well as develop good working relationships.
• Excellent analytical skills with a keen eye for detail and the ability to translate findings into actionable insights.
• Focus on delivery with attention to detail while understanding the bigger picture of what we are trying to achieve.
• 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.
• Having an agile mindset which strives in a fast-paced environment and can work to tight deadlines.
• Striving through working in a team environment
  
  

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.