Senior Portfolio Analyst

1 week ago


Manchester, United Kingdom AJ Bell Management Limited Full time

We are looking for a Senior Portfolio Analyst to join our Investments team. In this role, you will be responsible for providing support to the compliance and operations area. The successful candidate will have a strong background in portfolio management and UCITs-governed products.

The key responsibilities of the role include:

  • Monitors the competitive landscape and maintains a database of competitor product propositions
  • Monitors the regulatory landscape, including horizon scanning and analysing the impact on AJ Bell
  • Supports projects to implement business initiatives
  • Maintains and produces governance documents, such as the Product Proposition Document and Fair Value Assessments
  • Works with large datasets to produce management reporting and analysis
  • Provides reporting for and attends departmental committee meetings
  • Provides recommendations for improving processes and controls to make them scalable and improve risk control

The ideal candidate will have at least 3 years' experience within the investment industry, with knowledge of portfolio management and UCITs-governed products. They will be highly numerate, with excellent analytical and problem-solving skills. The estimated salary for this role is £40,000, with a range of benefits, including a discretionary bonus, contributory pension scheme, and enhanced maternity/paternity scheme from day one.



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