Investment Operations Director
4 weeks ago
AJ Bell is one of the UK's leading investment platform businesses, offering award-winning solutions for both professional financial advisers and DIY investors. With over 503,000 customers managing assets totalling more than £80.3 billion on our platform, we strive to make investing easier and help people take control of their financial futures.
Role Overview
We are now seeking an Investment Operations Manager to join our Investments team in supporting operational processes and procedures. As a key member of our team, you will be responsible for managing third-party relationships, building stakeholder connections within the business, and driving day-to-day operational delivery of AJ Bell Investment products.
Key Responsibilities
The successful candidate will be responsible for:
• Investment operations, including portfolio implementation and monitoring
• Ensuring compliance with relevant UCITS, MiFID II, and investment mandates
• Managing projects to implement business initiatives
• Day-to-day management of third-party relationships
• Development and production of investment management MI
• Providing reports to and attending departmental committees
• Ensuring daily operational activities are completed accurately and timely, in accordance with regulatory requirements and company policies
Competence, Knowledge, and Skills
The ideal candidate should possess:
• 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 & risk experience desirable
• Highly numerate
• Excellent analytical & problem-solving skills
• Ability to independently manage a complex workload
• Highly innovative
• Interpersonal & communication skills
• Report writing skills
• Proficiency with Microsoft Office
Benefits and Salary
This role offers a competitive salary of £50,000-£60,000 (dependent on experience) and a range of benefits, including a generous holiday allowance increasing up to 31 days with service, plus bank holidays, a 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, and free social events.
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