Investment Analyst

6 hours 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. Portfolio Maintenance: Assist the Fund Manager in maintaining AJ Bell partnership managed portfolios across various areas, including product governance, strategic and tactical asset allocation, and working with the Research team to devise portfolio implementation strategies.
  2. Communication and Collaboration: Engage with other business areas to support the growth of AJ Bell Investments and the wider business, ensuring portfolio updates are communicated to investors.
  3. Regulatory Compliance: Support the business in achieving its regulatory requirements, including consumer duty.
Requirements:
  1. Educated to bachelor's degree level or equivalent.
  2. Working towards further qualifications or willingness to do so.
  3. Excellent analytical and problem-solving skills.
  4. Strong quantitative skills.
  5. Excellent interpersonal and 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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