Financial Portfolio Analyst

1 month ago


Manchester, United Kingdom AJ Bell Management Limited Full time

We are looking for a Junior Investment Analyst to support our Fund Manager in the design, manufacture, monitoring and maintenance of AJ Bell partnership managed portfolios.

The role involves supporting the fund manager in the maintenance of AJ Bell partnership managed portfolios across key areas including product governance and monitoring, strategic and tactical asset allocation framework and implementation, and working with the Research team to devise appropriate portfolio implementation strategies.

The key responsibilities include:

  • Maintenance of AJ Bell partnership managed portfolios
  • Supporting the fund manager in product governance and monitoring
  • Strategic and tactical asset allocation framework and implementation
  • Working with the Research team to devise portfolio implementation strategies

The ideal candidate will be educated to bachelor's degree level or the equivalent, with strong analytical and problem-solving skills, excellent interpersonal and communication skills, and advanced report writing and Microsoft Office skills.

We offer a competitive salary of approximately £35,000 per annum, 25 days holiday increasing up to 31 days with service, plus bank holidays, a discretionary bi-annual bonus, contributory pension scheme, buy as you earn share scheme, enhanced maternity/paternity scheme from day one, bike loan, season ticket loan portal, discounted PMI and dental, on-site gym and personal trainer led classes.


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