Senior Portfolio Manager
4 days ago
We are seeking a highly skilled Senior Portfolio Manager to lead the design, implementation, and maintenance of 'standard' portfolios within our investments team. These portfolios incorporate all standard MPS solutions (Active, Passive, Pactive & Responsible) across all platforms, as well as those managed via the AJ Bell ICVC.
This role requires close collaboration with the Head of Investment Research, Head of Investment Partnerships, and Head of Investment Operations. The successful candidate will report directly to the Investments Director and provide leadership to the investment analysts within the team.
Key Responsibilities:- Develop and implement strategic and tactical asset allocation frameworks.
- Work closely with the Research function to devise appropriate portfolio implementation strategies.
- Deploy portfolio implementation strategies and develop high-quality Investment Management MI.
- Present reports to and attend Departmental committees.
- Recruit, train, mentor, and develop Departmental employees.
- Support the business in achieving its regulatory requirements, including consumer duty.
- A minimum of [£80,000] per annum salary, reflecting your experience and qualifications.
- Prior experience working with multi-asset portfolio management in a senior position is essential.
- Highly numerate and analytical skills are required, as is the ability to independently manage complex workloads.
- You should possess excellent interpersonal and communication skills, be highly innovative, and proficient in Microsoft Office.
AJ Bell Management Limited offers a competitive package, including 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.
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