We're now looking for an Investments Analyst to join the team here at AJ Bell.
Reporting to the Head of Investment Solutions, you will be responsible for the maintenance of AJ Bell discretionary managed portfolios.
What you'll do Supporting the maintenance of AJ Bell discretionary managed portfolios across the following areas Product governance (IPS design and monitoring) Strategic and tactical asset allocation framework and implementation Working with the Research function to devise appropriate portfolio implementation strategies Development and production of investment management MI Provide reports (and attendance where appropriate) at departmental committees Portfolio Implementation (Fund trading and model updates) Engage with other areas of the business to support the growth of both AJ Bell Investments and the wider business, and ensure portfolio updates are communicated to investors Train, mentor and develop future departmental employees Supporting and enabling the business to achieve its regulatory requirements, including consumer duty.
What you'll have Relevant Level IV QCF Qualification (or working towards in the short term) Working towards further qualifications in the longer term Excellent Analytical & Problem-Solving Skills Highly Innovative Excellent Interpersonal & Communication Skills Advanced Report Writing Skills Advanced Microsoft Office Skills 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 503,000 customers using our award-winning platform propositions to manage assets totaling more than £80.3 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 1,400 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years.
Our perks and benefits Starting salary up to £35,000 (dependent on experience) Starting holiday entitlement of 25 days, increasing up to 31 days with length of service Holiday buy and sell scheme A choice of pension schemes with matched contributions up to 6% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan – provided by Medicash Discounted private healthcare scheme and dental plan Free gym membership, with an on-site gym providing a wide range of free classes Employee Assistance Programme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Discounted nursery fees at Kids Planet on Exchange Quay Loans for travel season tickets Dedicated time for proof-of-concepts and assessing new tech Support to attend conferences, events, and meet-ups Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party, and much more Parking at Exchange Quay Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training and professional qualification support Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals At AJ Bell, our people are the heart of our culture.
We believe in building strong connections by working together.
That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office.
For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.
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.
If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
#J-18808-Ljbffr