Senior financial analyst Work, Jobs in Welwyn (with Salaries)

Portfolio Solutions Analyst
St. James's Place —London
- Microsoft Excel
- Travel
- Construction experience
- Annual leave
6d
Senior FP&A (Financial Planning and Analysis) Analyst
Creative Fabrica —London
- Remote
- Master's degree
- SQL
- Analysis skills
Financial Analyst FP&A
Oxygen —London
- £70,000 - £80,000 a year
- Weekend availability
- Microsoft Powerpoint
- Hospitality
- Microsoft Excel
- Sick pay
Quick apply
14d
Senior Financial Manager - Accounting Centre of Excellence (FTC)
Ocado Retail —Hatfield
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Oracle
Senior Financial Analyst
NBCUniversal —Bedford
- Full-time
- Microsoft Office
- Maths
- Bachelor's degree
6d
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - London
Houlihan Lokey —London
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Analysis skills
Associate Optimisation Analyst
Tesco UK —Welwyn Garden City
- Full-time
- SQL
- Bachelor's degree
- Python
- Employee assistance programme
12d
Financial Analyst - Corporate Finance (Industrials M&A)
Houlihan Lokey —London
- Full-time
- Spanish
- Analysis skills
- Bachelor's degree
8d
Senior Finance Analyst Commercial
Savers —Dunstable
- Hybrid work
- Oracle
Senior Finance Data Analyst (Senior Finance Business Partner)
Network Rail —Blackfriars Station
- £55,596 - £67,813 a year
- Part-time
- Microsoft Excel
- Oracle
- Data analysis skills
- Annual leave
12d
Senior Project Manager - Workday Implementation, Financial Services & Wealth Management Sector
Hunter Executive Search & Selection —London
- £550 - £750 a day
- Agile
- Financial services
- Work from home
Senior Data Analyst - Growth
Wise —London
- £60,000 - £85,000 a year
- Full-time
- Hybrid work
- SQL
- Analysis skills
- Python
- Life insurance
Quick apply
9d
FP&A Senior Financial Analyst
Trustly —London
- Full-time
- English
- Master's degree
- Bachelor's degree
- Gym membership
Senior FP&A Manager
Selecta —Hemel Hempstead
- £80,000 - £90,000 a year
- Hybrid work
- Microsoft Excel
- Analysis skills
- Organisational skills
- Free parking
- Annual leave
Quick apply
MI & Forecasting Senior Analyst
Standard Life —London
- £70,000 - £90,000 a year
- Part-time
- Presentation skills
- Annual leave
12d
Contract - Senior Business Analyst
Deloitte —London
- Hybrid work
- Bachelor's degree
- AI
- Business
5d
NetSuite Systems Technician
New Era Fuels —Harlow
- £75,000 - £80,000 a year
- Full-time
- Oracle
- ERP systems
- English
- Free parking
- Annual leave
Quick apply
6d
Business Analyst, Back Office Portfolio
CFA Institute —London
- £50,000 - £105,000 a year
- Full-time
- Master's degree
- Analysis skills
- Communication skills
- Annual leave
Real Estate Financial Analyst
Conquest —London
- From £60,000 a year
- Full-time
- Microsoft Excel
- Financial services
- In-person
Quick apply
2d
Senior Data Analyst - Wise Platform Pricing
Wise —London
- £60,000 - £85,000 a year
- Full-time
- Hybrid work
- SQL
- Financial services
- Python
- Life insurance
Quick apply
12d

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senior financial analyst jobs near welwyn

Portfolio Solutions Analyst

St. James's Place -
London

Apply Now

Job details

Permanent
6 days ago

Benefits

Annual leave
Company pension
Private medical insurance

Qualifications

Microsoft Excel
Bloomberg
Construction experience

Full job description

Are you ready to chart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.

At a glance:

LOCATION: London - Lombard Street Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

About the role:

We have an exciting new role to join the Investment Directorate as a Portfolio Solutions Analyst! As a senior member of the team, this front-office role is responsible for originating, designing, and presenting innovative and differentiated bespoke investment solutions for high-net-worth individuals, charities, and endowments.

This role is central to the delivery of new business growth, playing a key role in driving assets under management (AUM), and deepening adviser and client relationships. You'll combine your deep technical expertise with strong commercial acumen to deliver high-conviction, tailored portfolio solutions and compelling client communications.

As a visible and trusted partner to financial advisers, you will play a critical role in client pitches, solution design, and ongoing portfolio oversight, while contributing to the development of a scalable bespoke investment proposition aligned with SJP’s investment philosophy.

What you'll be doing:

Design and develop custom investment proposals to support advisers in winning new mandates as well as retaining key HNW clients.
Act as a trusted technical partner in client meetings and pitches.
Translate complex investment concepts into clear, compelling, and client-friendly narratives
Construct and oversee multi-asset portfolios across various tax wrappers.
Design innovative, tailored portfolios to diverse client objectives, including income generation, capital preservation, drawdown, and long-term growth
Identify opportunities to enhance and differentiate SJP’s proposition for charities, endowments, and other institutional-style portfolios
Contribute to the development of innovative and differentiated approaches to portfolio design, structuring, and client reporting

About you:

We are looking for someone who combines deep technical expertise with strong commercial acumen. You should have experience of delivering high-conviction, tailored portfolio solutions and compelling client communications.

Essential Criteria:

Previous experience in a client-facing or front-office investment role, including exposure to complex or bespoke client solutions
Consistent track record supporting or leading investment pitches and proposals.
Experience working with HNW, UHNW, charities, or endowment clients.
Deep understanding of financial markets, asset allocation, portfolio construction, and risk management.
Extensive experience constructing or analysing multi-asset portfolios
Demonstrable experience of balancing technical expertise with commercial context to support client outcomes and business growth
Strong working knowledge of capital market assumptions and optimisation techniques, with the ability to apply these in the design of tailored and differentiated portfolio solutions
Acts as a key technical reference point for advisers and stakeholders on more complex portfolio construction matters
High level of confidence and credibility engaging with clients, advisers, and senior stakeholders, with the ability to deliver compelling client narratives.
Experience with Bloomberg or equivalent systems and Advanced Excel capability

Desirable Criteria:

CFA / CAIA (completed or in progress).

Special Requirements:

Regular travel within the UK to support client meetings and adviser engagement.

Please be aware that this is a certification role under the Senior Managers and Certification Regime.

Special Requirements:

Please be aware that this position is a Certification role under the Senior Managers and Certification Regime.

What's in it for you?

We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.
We also have benefits to support whatever stage of life you are in, including:

Competitive parental leave (26 weeks full pay)
Private medical insurance (optional taxable benefit)
Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.

Reasonable Adjustments
We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at [email protected]

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?

If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you! Please submit an application by clicking ‘apply’ below and 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.

Apply Now

Refine Your Search

senior financial analyst jobs in welwyn

Portfolio Solutions Analyst

Senior FP&A (Financial Planning and Analysis) Analyst

Financial Analyst FP&A

Senior Financial Manager - Accounting Centre of Excellence (FTC)