Asset and Investment Analyst

3 weeks ago

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

We are seeking an experienced Asset and Investment Analyst to join our team at AJ Bell Management Limited. As a key member of our investment team, you will be responsible for maintaining our discretionary managed portfolios and supporting the growth of our business.

Key Responsibilities
  • Portfolio Maintenance
    • Support the maintenance of AJ Bell discretionary managed portfolios across various areas, including product governance, strategic and tactical asset allocation, and portfolio implementation.
    • Develop and produce investment management reports and provide updates to departmental committees.
  • Collaboration and Communication
    • Engage with other areas of the business to support the growth of AJ Bell Investments and the wider business.
    • Communicate portfolio updates to investors and stakeholders.
  • Training and Development
    • Train, mentor, and develop future departmental employees.
  • Regulatory Compliance
    • Support the business in achieving its regulatory requirements, including consumer duty.
Requirements
  • Qualifications
    • Relevant Level IV QCF qualification (or working towards in the short term).
    • Working towards further qualifications in the longer term.
  • Skills
    • Excellent analytical and problem-solving skills.
    • Highly innovative.
    • Excellent interpersonal and communication skills.
    • Advanced report writing skills.
    • Advanced Microsoft Office skills.
About Us

AJ Bell Management Limited is one of the fastest-growing investment platform businesses in the UK, offering an award-winning range of solutions that cater to everyone, from professional financial advisers to DIY investors. We have over 503,000 customers using our award-winning platform propositions to manage assets totaling more than £80 billion. Our customers trust us with their investments, and we aim to help even more people take control of their financial futures.

Perks and Benefits
  • Starting salary up to £35,000 (dependent on experience).
  • Starting holiday entitlement of 25 days, increasing up to 31 days with length of service.
  • Holiday buy and sell scheme.
  • 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 much 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.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status, and any other characteristics protected by the Equality Act 2010.

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