Asset Allocation Specialist

7 days ago


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

We're seeking a skilled Investments Analyst to join our team at AJ Bell Management Limited. This role offers the opportunity to work closely with our Research function, developing and producing investment management MI, and supporting the business in achieving regulatory requirements.

Key Responsibilities:

  • Support the maintenance of our discretionary managed portfolios, focusing on product governance, strategic and tactical asset allocation, and portfolio implementation.
  • Collaborate with our Research function to devise appropriate portfolio implementation strategies.
  • Develop and produce investment management MI, providing reports and attending departmental committees as required.
  • Engage with other areas of the business to support growth and ensure portfolio updates are communicated to investors.
  • Train, mentor, and develop future employees in the department.
  • Support the business in achieving regulatory requirements, including consumer duty.
Requirements

To succeed in this role, you'll need:

  • A relevant Level IV QCF Qualification or equivalent (working towards in the short term).
  • Excellent analytical and problem-solving skills.
  • Innovative thinking.
  • Excellent interpersonal and communication skills.
  • Advanced report writing skills.
  • Advanced Microsoft Office skills.
Benefits and Salary

We offer a competitive salary up to £35,000 (dependent on experience), starting holiday entitlement of 25 days increasing up to 31 days with length of service, and a range of benefits, including:

  • A choice of pension schemes with matched contributions up to 6%.
  • Discretionary bonus scheme.
  • Annual free share awards scheme.
  • Buy As You Earn (BAYE) Scheme.
  • Health Cash Plan – provided by Medicash.
  • Discounted private healthcare scheme and dental plan.
  • Free gym membership with an on-site gym providing a wide range of free classes.
  • Employee Assistance Programme.
  • Sick pay+ pledge.
  • Enhanced maternity, paternity, and shared parental leave.
  • Discounted nursery fees at Kids Planet on Exchange Quay.
  • Loans for travel season tickets.
  • Dedicated time for proof-of-concepts and assessing new tech.
  • Support to attend conferences, events, and meet-ups.
  • Charitable giving opportunities through salary sacrifice.
  • Calendar of social events, including monthly payday drinks, annual Christmas party, summer party, and more.
  • Parking at Exchange Quay.
  • Personal development programmes built around you and your career goals, including access to personal skills workshops.
  • Ongoing technical training and professional qualification support.
  • Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off.
  • Monthly leadership breakfasts and lunches.
  • Casual dress code.
  • Access to a range of benefits from our sponsorship deals.


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