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Portfolio Manager

3 months ago

City, United Kingdom AJ Bell Business Solutions Limited Full time

We re now looking to recruit a Portfolio Manager to join our investments team. As a Portfolio Manager you will support the Investments Director and the investment team in design, manufacture, monitoring and maintenance of AJBAM Managed Portfolios. This role can be based from our Manchester or London office.

What does the job involve?

The key responsibilities of the role are as follows:

  • Support the Investments Director in the maintenance of AJ Bell discretionary managed portfolios across the following areas:
    • Product governance through Investment Policy Statement design and monitoring.
    • Strategic asset allocation framework and implementation.
    • Contribution to tactical asset allocation decisions.
    • Working with investment research team to devise appropriate portfolio implementation strategies.
    • Relationship management with key clients.
    • Development and production of investment management MI.
    • Provide reports to and attend departmental fora.
    • Portfolio implementation through adherence to trading rules and consideration of other factors.
  • Engage with other areas of the business to support the growth of both AJ Bell Investments and the wider business.
  • Assist business development by meeting client firms.
  • Contribute to portfolio updates to help ensure timely communication with investors.
  • Train, mentor and develop less experienced employees.

What we're looking for:

  • Numerate degree (maths, physics, engineering, economics etc).
  • Relevant Level VII QCF Qualification.
  • CFA preferred or at least partial completion with a plan to complete.
  • Proficiency in use of Morningstar Direct.
  • Good understanding of Mean Variance Optimisation.
  • Ability to parse policy statements to ensure adherence within portfolios.
  • Lateral thinker who is comfortable critiquing existing processes and able to suggest improvements.
  • Willingness to engage on compliance and risk matters.
  • Able to write investment reports tailored to disparate readers.
  • Good Microsoft Office skills
  • Use of VBA or other programming skills preferred.
  • Comfortable presenting on both video and in person.

About us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have over 528,000 customers using our award-winning platform propositions to manage assets totalling more than £83.7 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,400 employees and have been named one of the UK's 'Best 100 Companies to Work For for six consecutive years.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.

Our perks and benefits

Competitive starting salary

Starting holiday entitlement of 27 days, increasing up to 31 days with length of service

Holiday buy and sell scheme

A choice of pension schemes with matched contributions up to 8%

Discretionary bonus scheme

Annual free share awards scheme

Buy As You Earn (BAYE) Scheme

Health Cash Plan provided by Medicash

Discounted private healthcare scheme and dental plan

Free gym membership

Employee Assistance Programme

Bike loan scheme

Sick pay+ pledge

Enhanced maternity, paternity, and shared parental leave

Discounted nursery fees at Kids Planet on Exchange Quay

Loans for travel season tickets

Death in service scheme

Paid time off for volunteer work

Charitable giving opportunities through salary sacrifice

Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more

Personal development programmes built around you and your career goals, including access to personal skills workshops

Ongoing technical training

Professional qualification support

Talent management programmes

Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off

Monthly leadership breakfasts and lunches

Casual dress code

Access to a range of benefits from our sponsorship deals

Hybrid working

At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you ll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.

If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.