Investment Propositions Manager

Investment Propositions Manager
Smart Pension Ltd, United Kingdom

Experience
1 Year
Salary
0 - 0
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
No
Qualification
As mentioned in job details
Total Vacancies
1 Job
Posted on
Mar 25, 2021
Last Date
Apr 25, 2021
Location(s)

Job Description

Founded in 2014, Smart Pension is an award-winning, multi-employer UK defined contribution workplace master trust. With assets under management now worth 1.5bn, this is an exciting opportunity for an experienced investment professional to develop and manage our investment proposition going forwards.


The Role

We are looking to hire an Investment Proposition Manager responsible for managing the definition, development, delivery and integration of the Smart Pension Master Trust (SPMT) sustainable investment proposition. This includes managing the development and maintenance of the sustainable investment policy and proposition, along with proposing the development of the sustainable investment roadmap, based on analysis of changing regulatory, market and competitor developments.

Reporting to the Head of Investment Proposition, this role will also assist with activities relating to our wider investment proposition and its approval by senior management and the Trustee, along with regulatory reporting duties.

Working closely with Marketing you will also be responsible for creating and developing customer-facing communications relating to investments, whether online, for external organisations, or for customer-facing teams.

Sustainable and Responsible investing is at the heart of Smart Pension and this role will be pivotal in delivering against our comprehensive commitment to Net Zero well ahead of 2050 and our ambition to halve emissions significantly earlier than the Paris Climate Agreement deadline of 2030. The role also includes responsibility for effectively coordinating and communicating the SRI policy with all key stakeholders internally and ensuring Smart’s approach to SRI is delivered coherently and consistently externally.


Responsibilities

  • Manage the implementation of the investment strategy and ensure that the strategy aligns with our beliefs, and our anticipated risk and return characteristics.
  • Oversee changes to our investment proposition, and the onboarding of complex bulk asset transitions, in close collaboration with internal teams, the trustee and our investment platform provider.
  • Ensure that delivery targets are achieved relating to investment policy, reporting and budgets
  • Establish and develop excellent relationships with key internal and other stakeholders, including:
    • Fund managers
    • Strategic investors
    • The Trustees and their external advisers, and
    • Industry and action groups such as UNPRI, ShareAction and Make My Money Matter
  • Manage the day-to-day relationship with our investment platform partner.
  • Work closely with the Trustees, PR, Compliance and Marketing to develop and maintain a communications plan in support of the investment proposition.
  • Partner with colleagues to present the SPMT investment proposition to intermediaries and current and prospective clients
  • Manage development and delivery of the SPMT sustainable investment policy and proposition, ensuring tight alignment with our commercial model, net-zero ambitions and the broader member experience proposition
  • Establish and develop relationships with key stakeholders in Sustainable Investing universe including; Regulators and Government Organisations (DWP, TPR, FCA), Action Groups amp; Industry Organisations (Share Action, PLSA, IA etc.) and Service Providers (eg Connected Asset Management, fund managers and our investment platform provider)
  • Manage the monitoring and reporting of sustainable investment key measures.
  • Develop and manage Impact measuring and reporting for portfolios and funds.
  • Provide internal thought leadership, education and ensure a consistent narrative is communicated internally around sustainable investing; Marketing, Product, PR, Trustees, Sales, Management and Policy.


At Smart, we're a diverse team, made up of people from different backgrounds, experiences and skills. Our goal is to build great products to help people plan for their financial futures. We’re constantly developing new ideas to help people look after their pension schemes, in the UK and abroad. We’ve grown to a team of over 500 talented people, all dedicated to creating the best experience for our customers. Recently we made it onto Great Places to Work UK's Best Workplaces 2020 for medium-sized companies! If you think you can help us build a smarter future, come and work with us.

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Requirements

  • Extensive knowledge of the UK DC investment market
  • Experience of large DC asset transitions
  • A strong appreciation and a passion for sustainable investing
  • CFA charterholder preferred
  • An und

Job Specification

Job Rewards and Benefits

Smart Pension Ltd

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