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Asset & Investment Strategist

2 months ago

Manchester, United Kingdom AJ Bell Management Limited Full time
About the Role

We are seeking a highly skilled Asset & Investment Analyst to join our team at AJ Bell Management Limited. As a key member of our investment team, you will be responsible for maintaining the integrity of our discretionary managed portfolios.

Key Responsibilities
  1. Portfolio Maintenance
  • Support the maintenance of AJ Bell discretionary managed portfolios across various areas, including product governance, strategic and tactical asset allocation, and portfolio implementation.
  • Work with the research function to devise appropriate portfolio implementation strategies.
  • Develop and produce investment management metrics.
  • Provide reports and attend departmental committees as required.
  • Implement portfolio updates and manage fund trading and model updates.
Business Growth and Development
  • Engage with other areas of the business to support the growth of AJ Bell Investments and the wider business.
  • Communicate portfolio updates to investors.
Employee Development and Support
  • Train, mentor, and develop future departmental employees.
  • Support the business in achieving its regulatory requirements, including consumer duty.
Requirements
  1. Qualifications
  • Relevant Level IV QCF Qualification (or working towards in the short term).
  • Working towards further qualifications in the longer term.
Skills
  • Excellent analytical and problem-solving skills.
  • Highly innovative.
  • Excellent interpersonal and communication skills.
  • Advanced report writing skills.
  • Advanced Microsoft Office skills.
About Us

AJ Bell Management Limited is a leading investment platform business in the UK, offering a range of solutions for professional financial advisers and DIY investors. We have over 503,000 customers using our award-winning platform propositions to manage assets totaling more than £80 billion.

We strive to make investing easier and aim to help more people take control of their financial futures.