Investment Analyst

1 month ago


Manchester, United Kingdom AJ Bell Management Limited Full time
Junior Investment Analyst Job Description

We are seeking a highly motivated and detail-oriented Junior Investment Analyst to join our AJ Bell Investments Team. The successful candidate will support the Fund Manager in the design, manufacture, monitoring, and maintenance of AJBAM Partnership Portfolios.

Key Responsibilities:
  1. Support the Fund Manager in the maintenance of AJ Bell partnership managed portfolios across the following areas:
  • Product governance and monitoring
  • Strategic and tactical asset allocation framework and implementation
  • Working with the Research team to devise appropriate portfolio implementation strategies
  • Development and production of investment management MI
  • Provide reports (and attendance where appropriate) at departmental committees
  • Portfolio Implementation
Engage with other areas of the business to support the growth of both AJ Bell Investments and the wider business and ensure portfolio updates are communicated to investorsSupporting and enabling the business to achieve its regulatory requirements, including consumer dutyRequirements:
  1. Educated to bachelor's degree level or the equivalent
  2. Working towards further qualifications or the willingness to do so
  3. Excellent Analytical & Problem-Solving Skills
  4. Strong Quantitative Skills
  5. Excellent Interpersonal & Communication Skills
  6. Advanced Report Writing Skills
  7. Advanced Microsoft Office Skills
  8. Ability to work to strict deadlines
What We Offer:
  • 25 days holiday increasing up to 31 days 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

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