Solutions Analyst

Posted 3 Days Ago
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London, Greater London, England, GBR
In-Office
Entry level
Financial Services
The Role
Supports investment advisors in designing tailored strategies for pensions, endowments, charities, and other institutional clients. Responsibilities include numerical analysis, preparing client materials, monitoring investment strategies, supporting client relationships, contributing to proposition innovation, and assisting with new business opportunities. The role requires knowledge of investment strategies, asset classes, derivatives, industry trends, and strong Excel skills, with client-facing and data visualization experience beneficial.
Summary Generated by Built In

Business Area: Solutions

Location: London 

Reporting to: James Faupel

Job title: Solutions Analyst

 

About Us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

 

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
 

The base

We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.
 

The team

The Solutions division currently looks after over £100bn in assets across pensions, insurance and other long term asset owners like endowments and charities/foundations. You’ll join our team based in London but operating across the UK and internationally. Our team continues to grow to support the steady stream of opportunities landing with us across a diverse range of client types.

We are responsible for the design and delivery of tailored investment strategies for our clients, bringing the whole of the firm, which as of October 2026 includes Nuveen’s capabilities. We lead engagements with a wide range of clients, understanding their needs through deep investment knowledge and investment strategy insights. Team members come from a variety of backgrounds, most commonly from investment and actuarial consulting, solutions and broader asset management firms.

What you’ll do

  • Support lead advisors in delivering a wide range of investment services, from designing investment strategy, developing solutions in response to changing market conditions, and meeting and building relationships with clients;

  • Draft high-quality client materials in line with required timescales;

  • Undertake numerical analysis using our in-house strategy development tools;

  • Help to monitor clients’ investment strategies on an ongoing basis, and interact with a variety of other external stakeholders and client advisors; and

  • Contribute towards proposition innovation and new business opportunities predominantly across pensions, endowments and charities/foundations. This could also involve supporting international opportunities with colleagues based overseas.

 


The knowledge, experience and qualifications you need

  • An understanding of investment strategies used across pensions, endowments and charities/foundations, including a range of asset classes and investment products, and the use of derivatives to manage risk;

  • At least a basic knowledge of industry trends and topical issues across pensions, endowments and charities/foundations; and

  • Knowledge of Microsoft Office applications and must have strong experience of Excel.

  • Prior work experience in investment consultancy, asset management or actuarial firms.

 

The knowledge, experience and qualifications that will help 

  • Good organisational and internal communication skills.  Able to manage multiple competing workstreams and priorities, keeping colleagues updated;

  • Although not required, at least partial completion of either CFA or similar is desirable; 

  • Any experience with data visualisation tools (Power BI/Tableau) and Python is viewed positively; and

  • Experience of working directly with clients, including presenting.

 

What you’ll be like

  • Well organised, with strong project management skills;

  • Good communicator – internally and externally to the business; 

  • Someone that values working directly with clients, with more of a focus on overall investment strategy than portfolio management;

  • Willingness to collaborate across multiple teams across a global firm; and

  • Highly curious and willing to learn and drive projects forward independently.

 

We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.





About Us
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

Skills Required

  • Understanding of investment strategies for pensions, endowments, and charities or foundations
  • Knowledge of a range of asset classes and investment products
  • Knowledge of using derivatives to manage risk
  • Basic knowledge of industry trends and topical issues across pensions, endowments, and charities or foundations
  • Knowledge of Microsoft Office applications
  • Strong experience with Microsoft Excel
  • Prior work experience in investment consultancy, asset management, or actuarial firms
  • Good organizational and internal communication skills
  • Ability to manage multiple competing workstreams and priorities
  • Partial completion of CFA or similar qualification
  • Experience with Power BI, Tableau, or Python
  • Direct client experience, including presenting
  • Strong project management skills
  • Good internal and external communication skills
  • Ability to collaborate across multiple teams
  • Ability to work independently and drive projects forward

Schroders Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.

  • Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
  • Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
  • Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.

Schroders Insights

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The Company
HQ: London
5,387 Employees

What We Do

As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932

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