Portfolio Strategist and Analyst

5 days ago


Manchester, United Kingdom AJ Bell Management Limited Full time

We are seeking a talented Portfolio Strategist and Analyst to join our investments team. This role involves designing, implementing, and maintaining 'standard' portfolios that incorporate all standard MPS solutions (Active, Passive, Pactive & Responsible) across all platforms, as well as those managed via the AJ Bell ICVC.

The successful candidate will collaborate closely with the Head of Investment Research, Head of Investment Partnerships, and Head of Investment Operations. They will report directly to the Investments Director and provide leadership to the investment analysts within the team.

Key Responsibilities:
  • Develop and implement strategic and tactical asset allocation frameworks.
  • Collaborate with the Research function to devise portfolio implementation strategies.
  • Deploy portfolio implementation strategies and develop high-quality Investment Management MI.
  • Attend Departmental committees and present reports.
  • Recruit, train, mentor, and develop Departmental employees.
  • Support the business in achieving its regulatory requirements, including consumer duty.
Benefits:
  • A minimum of [£78,000] per annum salary, reflective of your experience and qualifications.
  • A competitive benefits package, including 28 days holiday increasing up to 31 days with service, plus bank holidays, casual dress code, discretionary annual bonus, contributory pension scheme, buy as you earn share scheme, enhanced maternity/paternity scheme from day one, bike loan, private medical insurance, on-site gym, and personal trainer-led classes.

AJ Bell Management Limited values diversity and inclusivity in the workplace.



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