Investment Research Manager
2 weeks ago
We're currently recruiting a Head of Investment Research to take ownership and responsibility for the design and ongoing maintenance of the research policy and processes utilised within the Investments team to ensure good customer outcomes.
Working closely with the Head of Investment Solutions, the role requires reporting as directed by the Investment Director and leadership of the team's research analysts.
Investment Research Policy & ImplementationInvestment Research frameworks and ongoing monitoring
Department 'Researched lists' selection and publication
Working with Investment Management function to devise appropriate portfolio implementation strategies
Development and production of Investment Research MI
Ensure the Investment Research function considers the customer at the heart of its decision making, fulfilling all regulatory requirement
Supporting and enabling the business to achieve its regulatory requirements, including consumer duty.
Advanced Report Writing Skills
Advanced Microsoft Office Skills
Established in 1995, AJ Bell is one of the largest investment platforms in the UK, operating at scale in both the advised and direct-to-consumer markets.
Our purpose is to help people invest by providing them with easy access to Pensions, ISAs and General investment accounts, great customer service and competitive charges.
Our two core platform propositions are AJ Bell in the D2C market and AJ Bell Investcentre in the advised market, which both provide access to a broad investment range including shares and other instruments traded on the major stock exchanges around the world, as well as all mainstream collective investments available in the UK and our own range of AJ Bell funds.
In the D2C market we also offer Dodl by AJ Bell, a low-cost investment app with a simplified investment range that makes it easier for customers to choose investments and buy and sell them without paying any commission.
For D2C cash savers we offer a Cash savings hub which provides access to a range of competitive savings accounts to help people manage their long-term cash deposits.
Generous holiday allowance of 27days, increasing up to 30 days with service, plus bank holidaysDiscretionary bi-annual bonus
Contributory pension scheme
Buy as you earn share scheme
Bike loan
Season ticket loan portal
Discounted PMI and Dental
Free gym membership
Free social events and more
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.
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