Portfolio Manager Leader
4 weeks ago
We are seeking an experienced Portfolio Manager Leader to take ownership and responsibility for the design, implementation, and maintenance of 'standard' portfolios within our investments team.
The role requires reporting as directed by the Investments Director and leadership of the team's investment analysts. Key responsibilities include:
- Developing strategic and tactical asset allocation frameworks
- Collaborating with the Research function to devise appropriate portfolio implementation strategies
- Deploying portfolio implementation strategies and developing investment management metrics
- Providing reports to and attending Departmental committees
- Supporting the business in achieving regulatory requirements, including consumer duty
This is a senior position requiring experience working with multi-asset portfolio management.
AJ Bell is a leading investment platform business in the UK, offering award-winning solutions for professional financial advisers and DIY investors. We have over 491,000 customers using our platform propositions to manage assets totaling more than £76 billion.
In return for your expertise, we offer a competitive salary of approximately £80,000 per annum, plus benefits such as:
- 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
We are committed to providing an inclusive work environment where equal employment opportunities are available to all applicants and employees.
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