Lead Valuation Services Analyst
St. James's Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.
We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.
Location: Cirencester Office
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Mid-Senior Level
This role requires a technically skilled individual with strong actuarial modelling skills and proven experience with coding – SQL, Power BI, VBA and Excel. The role holder will be working on the SJP Business Sales & Purchase Valuation model and lead on strategic projects relating to the Valuation model and associated data architecture. This role could suit an experienced grad with relevant analyst experience, ideally within Financial Services.
What you’ll be doing:
- Act as a Subject Matter Expert for the BSP Valuations model. Apply expertise to both projects & BAU.
- Oversee data analysis and checks-and-control framework on the Valuations model.
- Own the team's suite of Power BI dashboards, SQL queries, Power queries, Macros & add-in functions and Tableau reports.
- Lead on the regular valuation of SJP's renewal Income assets.
- Support development of the BSP scheme and SJP Debt and Equity propositions via suite of Valuation reports & due diligence packs on SJP Partner businesses.
- Communicate the results of analysis to both technical and non-technical audiences.
- QC/oversight responsibility for the production of BAU actuarial process.
- Identify improvement opportunities and role model a ‘continuous improvements’ approach.
- Ensure Partner queries are handled accurately, effectively and within SLA.
- Apply knowledge to realise operational efficiency gains through assisting on developments across the division.
Who we’re looking for:
- Degree or post-graduate degree and/or 3 years’ experience in a related industry/subject preferably Financial Services
- Good awareness of the SJP business, divisional functions and the SJP Partnership, including cultural awareness.
- Commercial awareness of the impact of a BSP on the company in terms of finance and risk.
- Knowledge/understanding of the BSP Valuation Model/process including data feeds and the actuarial valuation basis.
- Knowledge of remuneration structure underpinning core SJP products.
- Strong problem-solving skills and able to adapt the proposition/process to meet the needs of SJP Partners.
- Able to engage effectively with a variety of Stakeholders and to present confidently and explain underlying trends.
- Excellent Excel skills
- Essential - high degree of competency with:
- Developing SQL queries to analyse large data sets.
- VBA coding.
- Power BI to analyse data.
- Desirable:
- Experience of using Tableau.
- Building and maintaining Power Queries to automate repetitive tasks.
Special Requirements:
May occasionally be required to attend and travel to Partner meetings within UK Location.
What's in it for you?
- Private Medical - up to family cover paid for by Company– via BUPA.*
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.*
- Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.
- Parental leave – 6 months full pay
- 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday
*Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)
Flexible Working
We know that everyone works best in
different ways, at different times and in different environments. We have
introduced a hybrid working policy to provide greater flexibility for part-time
work, job-sharing, remote working, and flexibility on hours. Our people are
encouraged to work in a flexible way that suits their lifestyle, so please ask
the question and start a conversation!
Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.
What's next?
Our team will be in touch. As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.
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