Portfolio Manager

2 weeks ago


Manchester, United Kingdom AJ Bell Management Limited Full time

We are seeking a skilled Portfolio Manager to support the Head of Investment Solutions in the design, maintenance, and monitoring of AJ Bell managed portfolios.

Key Responsibilities:
  • Support the Head of Investment Solutions in the maintenance of AJ Bell core discretionary managed portfolios.
  • Engage with other areas of the business to support the growth of AJ Bell Investments.
  • Contribute to portfolio updates to ensure timely communication with investors.
Requirements:
  • CFA preferred or at least partial completion with a plan to complete.
  • Ability to parse policy statements to ensure adherence within portfolios.
  • Willingness to engage on compliance and risk matters.
  • Able to write investment reports tailored to disparate readers.
About Us:

AJ Bell is a leading investment platform business in the UK, offering a range of solutions for professional financial advisers and DIY investors. We have over 484,000 customers using our award-winning platform propositions to manage assets totalling more than £76 billion.

We offer a range of benefits, including a generous holiday allowance, casual dress code, and a contributory pension scheme.



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