Portfolio Management Professional

3 weeks ago


Manchester, United Kingdom AJ Bell Management Limited Full time
Join Our Team as a Portfolio Management Professional
AJ Bell Management Limited is seeking a highly skilled Portfolio Management Professional to join our team. In this role, you will be responsible for managing large datasets, producing management reporting and analysis, and providing recommendations for improvement of processes and controls. You will also work closely with our team to implement business initiatives and support projects.

About AJ Bell
We are one of the fastest-growing investment platform businesses in the UK, offering an award-winning range of solutions that cater for everyone. Our customers trust us with their investments, and we aim to make investing easier for them. With over 503,000 customers and assets totalling more than £80 billion, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and employees.

Key Responsibilities
- Manage large datasets to produce management reporting and analysis
- Provide recommendations for improvement of processes and controls
- Work closely with our team to implement business initiatives and support projects
- Monitor the competitive landscape and maintain databases of competitor product propositions

Requirements
- At least 3 years' experience within the investment industry
- Knowledge of portfolio management and UCITs governed products
- Highly numerate
- Report writing skills
- Proficiency with Microsoft Office

Benefits
- Starting salary of £35,000
- Generous holiday allowance increasing up to 31 days with service, plus bank holidays
- Casual dress code
- Discretionary 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

  • Manchester, United Kingdom AJ Bell Management Limited Full time

    We are seeking an IT Portfolio Management Professional to join our team at AJ Bell. With an estimated annual salary of £70,000 - £90,000, you will be responsible for managing the delivery of a portfolio of technology-led projects and initiatives.Job DescriptionThis role involves:Managing the delivery of projects oneself and monitoring the progress of...


  • Manchester, United Kingdom The Portfolio Group Full time

    The Portfolio Group is an award-winning specialist recruitment agency with a strong track record recruiting at all levels of the market. We are seeking a motivated Recruitment Partner to join our team.Job DescriptionYou will be responsible for:Acting as a focal point of Portfolio Group, building on existing partnerships and relationships with...


  • Manchester, United Kingdom Stride Resource Management Ltd Full time

    We are seeking an experienced insurance expert to join our team as an Insurance Portfolio Manager.About the PositionIn this critical role, you will be responsible for managing complex insurance portfolios, ensuring seamless execution of client objectives.Main ResponsibilitiesDevelop and implement tailored insurance solutions for high-value clients.Work...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    At AJ Bell Management Limited, we are seeking a skilled Portfolio Manager to join our investments team. With a strong focus on delivering exceptional investment solutions, this role will play a crucial part in supporting the Head of Investment Solutions and the investment team.About the RoleThis is an exciting opportunity for a talented individual to take on...


  • Manchester, United Kingdom Portfolio Verlag Full time

    We are seeking a skilled Portfolio Value Analyst to join our team at Portfolio Verlag. In this role, you will analyze complex data to identify opportunities for business growth and improvement, and develop strategic plans to address these areas.ResponsibilitiesAnalyze large datasets to identify trends and patternsDevelop strategic plans to address business...


  • Greater Manchester, United Kingdom Portfolio Payroll Full time

    Portfolio Payroll has an exciting opportunity for a Part-Time Payroll Professional to join our team. As a key member of our payroll department, you will be responsible for managing end-to-end UK payroll operations through Fourth and other relevant systems.About the Role:Develop and implement effective payroll processes to ensure timely and accurate...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    Job Title: Investment Portfolio ManagerWe are seeking a highly skilled Investment Portfolio Manager to join our team at AJ Bell Management Limited. This role will involve the maintenance of our discretionary managed portfolios, ensuring they meet the highest standards of quality and performance.About Us:AJ Bell is a leading investment platform business in...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    **Job Overview:** We have an exciting opportunity for a talented Portfolio Management Specialist to join our team. As a specialist, you will work closely with the Head of Investment Solutions and the investment team to develop and implement effective portfolio management strategies.


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    We are seeking a highly skilled Senior Portfolio Manager to lead the design, implementation, and maintenance of 'standard' portfolios within our investments team. These portfolios incorporate all standard MPS solutions (Active, Passive, Pactive & Responsible) across all platforms, as well as those managed via the AJ Bell ICVC.This role requires close...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    Role OverviewWe're seeking a skilled Investments Analyst to join our team at AJ Bell Management Limited. The successful candidate will be responsible for maintaining our discretionary managed portfolios, ensuring they align with our strategic and tactical asset allocation framework.Key Responsibilities:Support the maintenance of our discretionary managed...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    We are seeking a skilled Investment Portfolio Manager to join our team at AJ Bell Management Limited.The successful candidate will be responsible for maintaining and implementing investment strategies across various portfolios, ensuring alignment with our company's goals and regulatory requirements.This role involves working closely with our Research...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    Job Title: Director of Asset InvestmentWe are seeking a highly experienced and skilled Director of Asset Investment to join our team. This is an excellent opportunity for someone who wants to take ownership and responsibility for the design, manufacture, monitoring, and maintenance of standard portfolios within our investments team.The ideal candidate will...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    AJ Bell Management Limited is seeking a skilled Head of Portfolio Solutions to oversee the development, implementation and maintenance of 'standard' portfolios within the investments team. This key role requires a deep understanding of multi-asset portfolio management and the ability to work collaboratively with the research function to devise effective...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    AJ Bell Management Limited is a leading investment platform business in the UK, offering a range of award-winning solutions for financial advisers and DIY investors. As an Investments Analyst, you will be responsible for supporting the maintenance of AJ Bell discretionary managed portfolios across various areas, including product governance, strategic and...

  • Portfolio Director

    2 weeks ago


    Manchester, United Kingdom TREVETT PROFESSIONAL SERVICES LTD Full time £80,000

    Job OverviewWe are looking for a highly skilled Account Director to join our team at Trevett Professional Services Ltd in Manchester.The ideal candidate will have a strong background in FM and/or outsourced solutions, excellent communication skills, and the ability to lead and manage a team effectively.Key Responsibilities:Lead on the development of working...

  • Portfolio Manager

    2 weeks ago


    Manchester, United Kingdom AJ Bell Management Limited Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our investments team at AJ Bell. The successful candidate will be responsible for supporting the Head of Investment Solutions and the investment team in designing, manufacturing, monitoring, and maintaining AJBAM managed portfolios.Main Responsibilities:Support the Head of Investment...


  • Manchester, United Kingdom The Portfolio Group Full time

    About the RoleAs a Portfolio Business Partner, you will be responsible for managing and coaching a customer care team and conducting performance reviews. You will also be expected to produce daily, weekly, and monthly management information regarding team performance against SLA's and all other KPI's.Your analytical skills will be crucial in identifying...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    About the Opportunity:We are seeking a Commercial Portfolio Manager to join our team at AJ Bell Management Limited. As a key member of our product governance framework, you will be responsible for managing large datasets to produce management reporting and analysis.Key Responsibilities:Manage large datasets to produce management reporting and analysisSupport...

  • Portfolio Manager

    3 weeks ago


    Manchester, United Kingdom Ferguson Dean Full time

    Job Title: Portfolio ManagerA leading regional financial planning practice, Ferguson Dean, are seeking an experienced Portfolio Manager to join their team in Manchester. This is a fantastic opportunity for a skilled financial professional to take over a portfolio of Private Clients and develop their career.The ideal candidate will have a strong background in...

  • Portfolio Manager

    2 weeks ago


    Manchester, United Kingdom The People Pod Full time

    Job OverviewWe are seeking an experienced Portfolio Manager to lead our Lettings team at The People Pod. As a key member of our property management team, you will be responsible for managing a diverse portfolio of properties and guiding a small team of Lettings Negotiators.With exclusive partnerships with luxury developers, we offer a unique opportunity for...