Investment Portfolio Specialist

Key ResponsibilitiesPortfolio MaintenanceSupport the Head of Investment Solutions in the maintenance of AJ Bell core discretionary managed portfolios.Monitor and maintain investment policy statements, asset allocation frameworks, and other relevant documentation.Strategic Asset AllocationContribute to tactical asset allocation decisions and help implement...

Role OverviewWe are seeking a highly analytical Portfolio Acquisition Specialist to assess investment opportunities across multiple geographies and assets.This varied and challenging role involves assessing around 150 investment opportunities per year, with the pricing team responsible for running transactions post origination, including valuation, due...

Job SummaryWe are seeking a Portfolio Management Analyst to support the management of diverse investment portfolios. The successful candidate will work closely with the Portfolio Management team, leveraging cross-functional expertise to deliver exceptional results.Main ResponsibilitiesPortfolio Monitoring: Contribute to all aspects of portfolio management,...

Job Title: Investment Portfolio ManagerThe Macdonald & Company team is seeking an experienced Investment Portfolio Manager to join its Commercial Property Investment division in Manchester. This role offers a unique opportunity for a professional with a strong background in data science and financial modeling to drive investment decisions and maximise...

We are seeking a highly skilled Junior Investment Analyst to support our AJ Bell Investments Team in the design, manufacture, monitoring, and maintenance of AJBAM Partnership Portfolios.The key responsibilities of the role include:Supporting the Fund Manager in the maintenance of AJ Bell partnership managed portfolios across various areas, including product...

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...

We are seeking a skilled Portfolio Manager to support the Head of Investment Solutions in the design, maintenance, and monitoring of AJ Bell managed portfolios.Key Responsibilities:Support the Head of Investment Solutions in the maintenance of AJ Bell core discretionary managed portfolios.Engage with other areas of the business to support the growth of AJ...

DC Investment Consultant & Associate Consultant OpportunityCompetitive salary and benefits package available.A leading UK pensions and investment consultancy is seeking an experienced Investment Consultant and Associate Consultant to join their team. As a key member of the team, you will work closely with experienced colleagues to develop and implement...

We are seeking an experienced Portfolio Acquisition Specialist to join our team at Arrow Global Group.About the RoleAs a Portfolio Acquisition Specialist, you will play a key role in driving the growth of the company by identifying and evaluating investment opportunities across multiple geographies and assets. You will be responsible for assessing...

Job Title: Portfolio Director - Investment LeadershipLocation: North West RegionReports to: Portfolio Team DirectorSalary: £110,000 - £120,000Key Contacts:Investment and portfolio team members at all levels.Stakeholder relationships with investee companies.Forge Talent is partnering with a reputable PE house to recruit a Portfolio Director. The role...

Company OverviewArrow Global Group is a leading provider of innovative financial solutions. Our team plays a crucial role in driving the company's growth through strategic portfolio acquisitions.Salary and BenefitsThe estimated salary for this position is £60,000 - £80,000 per annum, depending on experience. In addition to a competitive salary, we offer a...

Job DescriptionMERJE is seeking an experienced Portfolio Manager to join a leading banking institution in Manchester. This role involves overseeing customer journeys, conducting portfolio reviews, and managing risk.The ideal candidate will have extensive experience in commercial lending and possess strong analytical and communication skills.Location:...

Job Title: Investment Platform AdministratorEstimated Salary: £35,000 - £45,000 per annumAbout AJ Bell Management LimitedAJ Bell is a leading investment platform business in the UK, offering innovative solutions for financial advisers and DIY investors. With over 528,000 customers managing assets totalling more than £83 billion, we strive to make...

Ko Estates is a dynamic investment agency that specialises in sourcing top-tier UK property investments. We assist clients across the UK and internationally to develop, expand, and refine their investment portfolios.We are seeking an energetic and proactive Multilingual Portfolio Growth Specialist to join our ambitious team. Our ideal candidate will possess...

Merje, a leading Wealth Management firm, is seeking an experienced Pensions Investment Specialist to join their team on a permanent basis. This role involves reviewing client investment portfolios, asset allocations, and risk profiles to ensure they meet the client's needs. The ideal candidate will have excellent technical knowledge of pensions, investments,...

Job Overview:As an Investment Operations Specialist at AJ Bell, you will play a critical role in supporting the operational processes and procedures of our Investments team. Your key responsibilities will include managing key third-party relationships, building key stakeholder relationships within the business, and driving the day-to-day operational delivery...

We are seeking a highly skilled Strategic Portfolio Manager to join our team in Manchester, UK.As a key member of our Asset Management team, you will be responsible for managing and advising on both existing and new client investment portfolios.This is an exciting opportunity to work with a well-established national Asset Management firm that has a strong...

Job DescriptionJob Title: Portfolio DirectorLocation: Manchester, Greater Manchester/North West RegionReports to: Portfolio Team DirectorSalary: £110,000 - £120,000Key Contacts:Investment and portfolio team members at all levels.Forge Talent is partnering with a reputable PE house looking to recruit a new Portfolio Director. Reporting directly to the...

About the RoleWe are seeking an experienced Asset & Investment Analyst to join our team at AJ Bell Management Limited. As an Asset & Investment Analyst, you will be responsible for the maintenance of AJ Bell discretionary managed portfolios.Key ResponsibilitiesPortfolio MaintenanceSupport the maintenance of AJ Bell discretionary managed portfolios across...

As a Portfolio Manager at Succession Partners, you will be responsible for creating value across our portfolio of investments. This will involve proactive portfolio management, ranging from high potential recent business start-ups to more established SMEs. You will prioritize hands-on support to portfolio companies requiring direct input and guidance on...