Investment Management Analyst

3 weeks ago


Manchester, United Kingdom AJ Bell Management Limited Full time

About the Opportunity

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We are seeking a highly skilled Investment Management Analyst to join our team at AJ Bell Management Limited. As a Financial Portfolio Specialist, you will be responsible for supporting the maintenance of AJ Bell discretionary managed portfolios.

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Key Responsibilities:

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  • Portfolio Governance: Ensure the maintenance of AJ Bell discretionary managed portfolios is performed effectively, adhering to product governance standards.
  • Tactical Asset Allocation: Develop and implement tactical asset allocation frameworks to enhance portfolio performance.
  • Research Implementation: Collaborate with the research function to devise appropriate portfolio implementation strategies.
  • Investment Metrics: Develop and produce investment management metrics to inform portfolio decisions.
  • Communication: Effectively communicate portfolio updates to investors.
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About You

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To be successful in this role, you will require:

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  • A relevant Level IV QCF qualification or working towards one in the short term.
  • Excellent analytical and problem-solving skills.
  • Highly innovative with excellent interpersonal and communication skills.
  • Advanced report writing and Microsoft Office skills.
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Benefits

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  • A competitive salary up to £35,000 (dependent on experience).
  • Starting holiday entitlement of 25 days, increasing up to 31 days with length of service.
  • Holiday buy and sell scheme.
  • A choice of pension schemes with matched contributions up to 6%.
  • Discretionary bonus scheme.
  • Annual free share awards scheme.
  • Buy As You Earn (BAYE) Scheme.
  • Health Cash Plan – provided by Medicash.
  • Discounted private healthcare scheme and dental plan.
  • Free gym membership with an on-site gym offering a wide range of classes.
  • Employee Assistance Programme.
  • Sick pay+ pledge.
  • Enhanced maternity, paternity, and shared parental leave.
  • Discounted nursery fees at Kids Planet on Exchange Quay.
  • Loans for travel season tickets.
  • Dedicated time for proof-of-concepts and assessing new tech.
  • Support to attend conferences, events, and meet-ups.
  • Charitable giving opportunities through salary sacrifice.
  • A calendar of social events, including monthly payday drinks, annual Christmas party, summer party, and more.
  • Parking at Exchange Quay.
  • Personal development programmes tailored to your career goals, including access to personal skills workshops.
  • Ongoing technical training and professional qualification support.
  • Peer recognition scheme with rewards, including restaurant and shopping vouchers or time off.
  • Monthly leadership breakfasts and lunches.
  • Casual dress code.
  • Access to a range of benefits from our sponsorship deals.


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