Current jobs related to Portfolio Manager - Manchester - AJ Bell Management Limited

  • Portfolio Insights Manager

    2 weeks ago

    Manchester, United Kingdom Portfolio Verlag Full time

    Job Description**Job Title:** Portfolio Insights Manager**Job Summary:** We are seeking a highly skilled Portfolio Insights Manager to join our team at Portfolio Verlag. The successful candidate will be responsible for providing data-driven insights to support business decision-making and drive operational excellence.**Key Responsibilities:**Collate and...

  • Portfolio Insights Manager

    2 weeks ago

    Manchester, United Kingdom Portfolio Verlag Full time

    Job Description**Job Title:** Portfolio Insights Manager**Job Summary:** We are seeking a highly skilled Portfolio Insights Manager to join our team at Portfolio Verlag. The successful candidate will be responsible for providing data-driven insights to support business decision-making and drive operational excellence.**Key Responsibilities:**Collate and...

  • Portfolio Team Manager

    2 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    About the RoleWe are seeking a highly skilled and experienced Team Leader to join our team at The Portfolio Group. As a Team Leader, you will play a critical role in supporting our Advisors in delivering exceptional service to our clients.Key ResponsibilitiesTeam Leadership: Lead and support the team to maintain required productivity levels, ensuring they...

  • Business Development Manager

    2 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    About The Portfolio GroupWe are a leading provider of innovative solutions for businesses, and we are seeking a highly motivated and experienced Business Development Manager to join our team.Job SummaryThe Business Development Manager will play a pivotal role in expanding our client's intermediary portfolio, enhancing sales through deep understanding and...

  • Business Development Manager

    2 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    About The Portfolio GroupWe are a leading provider of innovative solutions for businesses, and we are seeking a highly motivated and experienced Business Development Manager to join our team.Job SummaryThe Business Development Manager will play a pivotal role in expanding our client's intermediary portfolio, enhancing sales through deep understanding and...

  • Business Development Manager

    3 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    About The Portfolio GroupWe are a leading provider of innovative solutions for businesses and individuals. Our team is dedicated to delivering exceptional service and results-driven strategies.Job Title: Business Development ManagerWe are seeking a highly motivated and experienced Business Development Manager to join our team. As a key member of our sales...

  • Business Development Manager

    3 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    About The Portfolio GroupWe are a leading provider of innovative solutions for businesses and individuals. Our team is dedicated to delivering exceptional service and results-driven strategies.Job Title: Business Development ManagerWe are seeking a highly motivated and experienced Business Development Manager to join our team. As a key member of our sales...

  • Recruitment Consultant

    2 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    About The Portfolio GroupThe Portfolio Group is a leading recruitment agency specializing in sourcing top talent for various industries. With over 30 years of experience, we have established a reputation for delivering exceptional recruitment services across the UK and beyond.Job SummaryWe are seeking a skilled Recruitment Consultant to join our team. As a...

  • Recruitment Consultant

    2 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    About The Portfolio GroupThe Portfolio Group is a leading recruitment agency specializing in sourcing top talent for various industries. With over 30 years of experience, we have established a reputation for delivering exceptional recruitment services across the UK and beyond.Job SummaryWe are seeking a skilled Recruitment Consultant to join our team. As a...

  • Recruitment Consultant

    2 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    About The Portfolio GroupThe Portfolio Group is a leading specialist recruitment agency that sources talented professionals across various industry sectors. With over 30 years of experience, we have established a reputation for recruiting at all levels of the market, across the UK and into multiple industry sectors.We pride ourselves on having a fast,...

  • Recruitment Consultant

    2 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    About The Portfolio GroupThe Portfolio Group is a leading specialist recruitment agency that sources talented professionals across various industry sectors. With over 30 years of experience, we have established a reputation for recruiting at all levels of the market, across the UK and into multiple industry sectors.We pride ourselves on having a fast,...

  • Recruitment Consultant

    2 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    About The Portfolio GroupThe Portfolio Group is a specialist recruitment agency that sources talented professionals across four core divisions: Payroll, Credit Control, HR & Reward, and Procurement. We also partner with businesses to offer a full Recruitment Process Outsourcing (RPO) solution.With over 30 years of experience in the industry, we have a...

  • Recruitment Consultant

    2 weeks ago

    Manchester, United Kingdom The Portfolio Group Full time

    About The Portfolio GroupThe Portfolio Group is a specialist recruitment agency that sources talented professionals across four core divisions: Payroll, Credit Control, HR & Reward, and Procurement. We also partner with businesses to offer a full Recruitment Process Outsourcing (RPO) solution.With over 30 years of experience in the industry, we have a...

  • Payroll Senior

    2 weeks ago

    Manchester, United Kingdom Portfolio Payroll Limited Full time

    About the RoleWe are seeking a highly skilled Payroll Senior to join our team at Portfolio Payroll Limited. As a key member of our payroll team, you will be responsible for delivering end-to-end payroll solutions to our clients.Key ObjectivesManage and execute end-to-end payroll processesDevelop and maintain strong relationships with clients and...

  • Payroll Senior

    2 weeks ago

    Manchester, United Kingdom Portfolio Payroll Limited Full time

    About the RoleWe are seeking a highly skilled Payroll Senior to join our team at Portfolio Payroll Limited. As a key member of our payroll team, you will be responsible for delivering end-to-end payroll solutions to our clients.Key ObjectivesManage and execute end-to-end payroll processesDevelop and maintain strong relationships with clients and...

  • Portfolio Manager

    2 hours ago

    Manchester, United Kingdom Intersect Global Ltd Full time

    Job Title: Portfolio Benefits ManagerIntersect Global Ltd is seeking a skilled Portfolio Benefits Manager to join their team in Manchester. As a key member of the Enterprise Portfolio Management capability, this role will play a critical part in ensuring the effective and efficient delivery of initiatives across the business.Key Responsibilities:Develop and...

  • Portfolio Manager

    2 days ago

    Manchester, New Hampshire, United Kingdom KFS Recruitment Full time

    Portfolio Manager Job DescriptionWe are seeking a highly skilled and experienced Portfolio Manager to join our team at KFS Recruitment. As a Portfolio Manager, you will be responsible for managing a diverse loan book and property portfolio, providing exceptional customer service and working closely with clients.Key Responsibilities:Develop and document...

  • Portfolio Manager

    2 days ago

    Manchester, New Hampshire, United Kingdom KFS Recruitment Full time

    Portfolio Manager Job DescriptionWe are seeking a highly skilled and experienced Portfolio Manager to join our team at KFS Recruitment. As a Portfolio Manager, you will be responsible for managing a diverse loan book and property portfolio, providing exceptional customer service and working closely with clients.Key Responsibilities:Develop and document...

  • Portfolio Manager

    3 weeks ago

    Manchester, United Kingdom Intersect Global Ltd Full time

    An exciting opportunity has become available for a Portfolio Manager to work with an innovative energy technology company in a dynamic and fast-paced environment.The business is on a significant growth trajectory and the Benefits Coordinator will play a critical role in enabling the company to achieve its strategic ambitions.With an ever-increasing pace and...

  • Portfolio Manager

    2 weeks ago

    Manchester, United Kingdom Annular Group Full time

    About the RoleWe are seeking an experienced Portfolio Manager to join our team at Annular Group. As an Investment Manager, you will be responsible for crafting, advising, and managing bespoke portfolios for our clients.Key ResponsibilitiesManage a variety of advisory and discretionary portfolios, customizing them to meet clients' investment objectives.Foster...

Portfolio Manager

4 months ago

Manchester, United Kingdom AJ Bell Management 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 Head of Investment Solutions and the investment teamin design, manufacture, monitoring and maintenance of AJBAM managed Portfolios.

What does the job involve?

The key responsibilities of the role are as follows:

  • 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.
    • 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:

  • 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.
  • 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 484,000 customers using our award-winning platform propositions to manage assets totalling more than £76.2 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 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For’ forsix consecutive years.

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.

What we offer:

  • 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
  • Enhanced maternity/paternity scheme from day one
  • Bike loan
  • Season ticket loan portal
  • Discounted PMI and Dental
  • On-site gym and personal trainer led classes
  • Free social events and more

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.

#J-18808-Ljbffr