Job Description
We’re now looking to recruit a Portfolio Manager to join our investments team. As a Portfolio Manager you will support the Head of Investment Solutions and the investment team in design, manufacture, monitoring and maintenance of AJBAM managed Portfolios.
What does the job involve?
The key responsibilities of the role are as follows:
- Support the Head of Investment Solutions in the maintenance of AJ Bell core discretionary managed portfolios across the following areas:
- Product governance through Investment Policy Statement design and monitoring.
- Strategic asset allocation framework and implementation.
- Contribution to tactical asset allocation decisions.
- Working with investment research team to devise appropriate portfolio implementation strategies.
- Development and production of investment management MI.
- Provide reports to and attend departmental fora.
- Portfolio implementation through adherence to trading rules and consideration of other factors.
- Engage with other areas of the business to support the growth of both AJ Bell Investments and the wider business.
- Assist business development by meeting client firms.
- Contribute to portfolio updates to help ensure timely communication with investors.
- Train, mentor and develop less experienced employees.
What we're looking for:
- Numerate degree (maths, physics, engineering, economics etc).
- Relevant Level IV QCF Qualification.
- CFA preferred or at least partial completion with a plan to complete.
- Proficiency in use of Morningstar Direct.
- Good understanding of Mean Variance Optimisation.
- Ability to parse policy statements to ensure adherence within portfolios.
- Lateral thinker who is comfortable critiquing existing processes and able to suggest improvements.
- Willingness to engage on compliance and risk matters.
- Able to write investment reports tailored to disparate readers.
- Good Microsoft Office skills
- Use of VBA or other programming skills preferred.
- Comfortable presenting on both video and in person.
About Us:
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have over 484,000 customers using our award-winning platform propositions to manage assets totalling more than £76.2 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.
Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.
Headquartered in Manchester with offices in central London and Bristol, we now have over 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.
There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.
There is an active programme of social events throughout the year, which are open to all employees.
In return we will provide all the training and support you need to develop within your role.
What we offer:
- Competitive Salary
- Generous holiday allowance of 27 days, increasing up to 31 days with service, plus bank holidays
- Holiday buy/sell scheme
- Hybrid working policy (after initial training period)
- Casual dress code
- Discretionary bi-annual bonus
- Contributory pension scheme
- Healthcare Cash Plan
- Buy as you earn share scheme
- Free annual shares scheme
- Paid study support for qualifications
- 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
- Paid volunteering opportunities
- Free social events and more
AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.
We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
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