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Financial Solutions Analyst
1 week ago
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.