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Head of Investment Oversight - JAM US

Please Note: The application deadline for this job has now passed.

Job Introduction

This is an exciting opportunity to join a firm looking to grow its presence in the US Institutional market. The primary responsibility will be to oversee NZS Capital as well as any strategies managed by Jupiter Asset Management Limited in the UK, that JAM US is offering to the US marketplace.  The Head of Investment Oversight will be based in Denver and report into the London-based CIO office. The role will also work closely with the Head of US Distribution (also Denver based) to support the growth of the US business more broadly. The estimated base salary for this role will be in the region of $150,000 but actual pay may be different based on the experience of the successful candidate. We also offer an annual discretionary bonus and competitive benefits package.

Role Responsibility

Investment Oversight
  • Provide ongoing oversight of managers to which Jupiter US has delegated investment responsibility; ultimately reporting oversight findings to the JAM US Board.
  • Ownership and maintenance of oversight policies and procedures.
  • Assessment of ongoing reports (monthly/quarterly) produced by Jupiter portfolio analytics and investment risk teams to ensure consistency with stated objectives.
  • Ad hoc investment analysis and follow up of any identified issues.
  • Participate in investment oversight meetings conducted by the CIO office on relevant managers.
  • Review marketing materials and RFPs used in the U.S.
  • Review operational reporting e.g. best execution, portfolio breaches related to external managers to which JAM US has delegated asset management activities.
Sales and Client support
  • Product management activities e.g. work with London marketing to ensure ongoing pitchbook needs are met, review/expand RFP content on focus strategies, define additional reporting needs and drive implementation.
  • Competitive Analysis (work with relevant Jupiter team as appropriate).
  • Prospect/marketplace research.
  • Assist Sales team with client service needs.
  • This role will be primarily internal facing.
CIO office support
  • Support the Fund Management COO with ad hoc projects.

The Ideal Candidate

  • Proven experience in asset management in investment related roles.
  • Experience working closely with sales or client service teams.
  • Knowledge of investment industry e.g. general financial markets, performance analysis, attribution, investment risk analysis, portfolio construction.
  • Relationship management skills - excellent written and verbal communication skills are required along with the ability to tailor one’s style and disseminate complex information in a manner which is easy to understand.
  • Analytical ability, attention to detail.
  • Ability to work under pressure, serve various stakeholders and build productive relationships with investment professionals and senior management is essential.
  • Proactive and self-motivated.
  • Ability to manage own time to complete work accurately and to deadlines.
  • Resilient – able to cope in a fast moving and challenging environment.
  • Proficient in Excel and PowerPoint; knowledge of FactSet and risk systems such as Aladdin desirable.
Qualifications Required:
  • Bachelor's degree required; Master's degree and/or CFA preferred but not required.
  • Series 7 and 63 registrations or willingness to pursue.

Package Description

We reward our employees with a comprehensive employee benefits package that includes physical health and financial wellbeing initiatives and family friendly policies, as well as Company support to make a difference to the charities that are important to them. We also offer a structured learning and development programme and sponsorship towards relevant qualifications. Our employee resource groups (including LGBT+ and Women in Technology), Sports and Social, Arts and Charity Committees also provide further support to our employees.

About the Company

Jupiter is one of the UK’s leading investment management companies and is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index and has assets under management of £58.8bn /$81.0bn /€69.1bn as at 31 March 2021.
 
Independence of thought and individual accountability define us. Our fund managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for our clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.
 
We believe that asset managers have a critical leadership role to play in helping to resolve some of the greatest challenges facing the world. In this spirit, we are proud of our long-established credentials in the fields of ESG and sustainable investment, and of our ongoing commitment to specialism and innovation in these areas. Jupiter is a constituent member of the FTSE 4Good Index, and a signatory on a number of key initiatives such as the UN Principles for Responsible Investment.
 
On 27 February 2020, the Group acquired 25% of the equity interests of NZS Capital, LLC. Our strategic partnership with NZS Capital in the US is growing strongly, having already won a number of institutional mandates and with more than $500 million of assets within its first 12 months. Jupiter is the exclusive global distributor of NZS’s products.  In September 2020, we opened a US office in Denver to offer NZS Capital as well as our own London-based investment capabilities to the US institutional marketplace.  The Jupiter Asset Management US (JAM US) office is based at 1437 Larimer Street, Denver.
 
We follow a set of principles that guide us and underpin the way we do business. These principles help our people understand the behaviors that are important to successful outcomes for our clients. In 2019, we chose to give more formal expression of these principles around four cultural pillars:
 
We put clients first - A passionate focus on serving our clients and a commitment to delivering superior performance after fees is central to why we exist as a business.
We value our people - Independence of thought and individual accountability define us. We believe that diversity in people and freedom to think and act differently will set us apart.
We succeed together - Only collectively, working together as one team, can we meet our individual and business goals.
We challenge ourselves - We encourage open debate, innovation and continuous improvement.

Jupiter Asset Management

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