Commercial Portfolio Manager
2 days ago
About the Opportunity:
We are seeking a Commercial Portfolio Manager to join our team at AJ Bell Management Limited. As a key member of our product governance framework, you will be responsible for managing large datasets to produce management reporting and analysis.
Key Responsibilities:
- Manage large datasets to produce management reporting and analysis
- Support the development of business cases for new product initiatives
- Collaborate with cross-functional teams to ensure effective implementation of new products
- Design and deliver reports to inform business decisions
- Ensure daily operational activities are completed accurately and on time
Requirements:
- At least 3 years of experience in a similar role within the investment industry
- In-depth knowledge of portfolio management and UCITs governed products
- Excellent analytical and problem-solving skills
- Strong communication and collaboration skills
What We Offer:
- A competitive salary of £35,000
- A generous holiday allowance increasing up to 31 days with service, plus bank holidays
- Casual dress code
- Discretionary 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
- Free social events
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