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Manager (Portfolio Manager)
4 months ago
We’re now looking to recruit a Portfolio Manager to join our investments team.As a Portfolio Manager you will support the Head of Investment Solutions and the investment teamin design, manufacture, monitoring and maintenance of AJBAM managed Portfolios.
Support the Head of Investment Solutions in the maintenance of AJ Bell core 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.
Development and production of investment management MI.
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.
Contribute to portfolio updates to help ensure timely communication with investors.
CFA preferred or at least partial completion with a plan to complete.
Ability to parse policy statements to ensure adherence within portfolios.
Willingness to engage on compliance and risk matters.
Able to write investment reports tailored to disparate readers.
Use of VBA or other programming skills preferred.
Comfortable presenting on both video and in person.
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 484,000 customers using our award-winning platform propositions to manage assets totalling more than £76.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.
There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.
There is an active programme of social events throughout the year, which are open to all employees.
In return we will provide all the training and support you need to develop within your role.
Generous holiday allowance of 27days, increasing up to 31days with service, plus bank holidays
Casual dress code
Discretionary bi-annual bonus
Contributory pension scheme
Buy as you earn share scheme
Bike loan
Season ticket loan portal
Discounted PMI and Dental
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.
