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Financial Solutions Analyst

1 week ago


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

We are seeking an experienced Financial Solutions Analyst to join our team at AJ Bell Management Limited. As a Financial Solutions Analyst, you will be responsible for supporting the maintenance of our discretionary managed portfolios and providing reports to departmental committees.

Key Responsibilities:

  • Maintain and update portfolio strategies and asset allocation frameworks
  • Develop and produce investment management reports and MI
  • Support departmental committees and provide reports on portfolio performance
  • Engage with other business areas to support growth and ensure portfolio updates are communicated to investors

Requirements:

  • Relevant Level IV QCF Qualification (or working towards in the short term)
  • Excellent Analytical & Problem-Solving Skills
  • Highly Innovative
  • Excellent Interpersonal & Communication Skills
  • Advanced Report Writing Skills

Salary and Benefits

The estimated salary for this role is up to £35,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits including a choice of pension schemes, discretionary bonus scheme, and annual free share awards scheme.