Investment Portfolio Manager
2 months ago
AJ Bell Management Limited is a leading investment platform business in the UK, offering a range of award-winning solutions for financial advisers and DIY investors. As an Investments Analyst, you will be responsible for supporting the maintenance of AJ Bell discretionary managed portfolios across various areas, including product governance, strategic and tactical asset allocation framework, and portfolio implementation.
The role involves engaging with other business areas to support the growth of AJ Bell Investments and the wider business, ensuring portfolio updates are communicated to investors, training and mentoring future departmental employees, and supporting regulatory requirements, including consumer duty.
To succeed in this role, you will need relevant Level IV QCF qualifications (or working towards) and excellent analytical, problem-solving, interpersonal, and communication skills. You should also have advanced report writing and Microsoft Office skills, as well as high levels of innovation, creativity, and adaptability.
We offer a competitive salary up to £35,000, depending on experience, 25 days' holiday entitlement increasing to 31 days with length of service, plus additional benefits such as pension schemes, bonus scheme, annual free share awards, and more.
At AJ Bell, we value diversity and inclusion and strive to create a welcoming environment for all our employees. We believe in building strong connections by working together, which is why we offer a hybrid working model where you'll spend at least 50% of your time in the office.
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Investment Portfolio Manager
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