Investments Operations Manager
5 days ago
Job Overview
We are seeking an Investment Operations Manager to support the Investments team in delivering operational processes and procedures.
The successful candidate will be responsible for managing key third-party relationships and building stakeholder relationships within the business.
This role will drive the day-to-day operational delivery of AJ Bell Investment products.
Key Responsibilities
- Investment operations, including portfolio implementation and monitoring
- Ensure compliance with relevant UCITS, MiFID II, and investment mandates
- Manage projects to implement business initiatives
- Day-to-day management of third-party relationships
- Development and production of Investment Management MI
- Provide reports to and attendance at Departmental committees
- Ensure daily operational activities are completed accurately and on time, in accordance with regulatory requirements and company policies
Requirements
- Minimum requirement of relevant Level IV QCF Qualification (i.e., IMC)
- Experience working within an investments operation role
- Project management experience, qualification desirable (i.e., PRINCE 2, 6 Sigma)
- Investment compliance and risk experience desirable
- Highly numerate
- Excellent analytical and problem-solving skills
- Ability to independently manage a complex workload
- Highly innovative
- Interpersonal and communication skills
- Report writing skills
- Proficiency with Microsoft Office
About Us
AJ Bell is a leading investment platform business in the UK, offering a range of solutions for financial advisers and DIY investors.
With over 503,000 customers and £80.3 billion in assets, we strive to make investing easier and help more people take control of their financial futures.
What We Offer
- Starting salary of £40,000 to £50,000 (dependent on experience)
- Generous holiday allowance increasing up to 31 days with service, plus bank holidays
- Holiday buy/sell scheme
- Hybrid working policy
- Casual dress code
- Discretionary bonus
- Contributory pension scheme
- Buy as you earn share scheme
- Free shares scheme
- Paid study support for qualifications
- 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
- Paid volunteering opportunities
- Free social events and more
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