Portfolio Manager

1 day ago


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

We 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 Solutions in maintaining AJ Bell core discretionary managed portfolios across various areas, including product governance, strategic asset allocation, and tactical asset allocation decisions.
  • Engage with other business areas to support the growth of AJ Bell Investments and the wider business.
  • Contribute to portfolio updates to ensure timely communication with investors.

Requirements:

  • CFA preferred or partial completion with a plan to complete.
  • Ability to parse policy statements to ensure adherence within portfolios.
  • Willingness to engage on compliance and risk matters.
  • Able to write investment reports tailored to disparate readers.
  • Use of VBA or other programming skills preferred.

What We Offer:

  • An estimated salary of £45,000 - £60,000 per annum.
  • A generous holiday allowance of 27 days, increasing up to 31 days with service, plus bank holidays.
  • A contributory pension scheme.
  • Buy as you earn share scheme.
  • Enhanced maternity/paternity scheme from day one.


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