Senior Portfolio Manager at AJ Bell

Manchester, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

09 Jun, 26

Salary

0.0

Posted On

11 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Management, Investment Solutions, Investment Partnerships, Product Governance, Asset Allocation, Capital Market Assumptions, Portfolio Implementation, Investment Commentary, MI Reporting, Client-Facing Presentations, Regulatory Requirements, Consumer Duty, CFA, Portfolio Construction, Mean Variance Optimisation, VBA

Industry

Financial Services

Description

Job Description We are recruiting for two Senior Portfolio Manager opportunities within AJ Bell Asset Management, joining our growing Investments team in senior roles supporting the ongoing development, governance and delivery of our managed portfolio solutions. These opportunities sit across two specialist areas of the business, Investment Solutions and Investment Partnerships. Both roles offer the opportunity to play a key part in the design, manufacture, monitoring and ongoing maintenance of discretionary managed portfolios and model portfolio solutions, contributing to investment outcomes, product development and business growth. What you'll be doing Working closely with senior investment leadership, you will support portfolio management activity across a broad range of responsibilities including: Product governance, including investment process design and monitoring Strategic and tactical asset allocation framework development and implementation Capital market assumptions and reporting production Working closely with research colleagues to shape portfolio implementation strategies Fund trading, model updates and portfolio implementation activity Producing investment commentary, literature and reporting on a monthly, quarterly and ad hoc basis Delivering investment management MI and committee reporting Presenting portfolio updates internally and externally, including client-facing presentations Supporting wider business growth through collaboration with distribution, risk, compliance and finance teams Contributing to regulatory requirements, including Consumer Duty Coaching and developing colleagues within the wider team For the Investment Partnerships role, there is additional emphasis on supporting partnership MPS relationships, client meetings and external presentations. What we're looking for: Minimum 10 years' investment management experience Strong experience across funds and/or MPS management A relevant professional qualification, ideally CFA Strong understanding of strategic asset allocation and portfolio construction Excellent written communication and reporting capability Strong presentation skills, both in person and virtually The ability to manage complex work independently A mindset focused on continuous improvement and innovation Experience in any of the following would be particularly valuable: Mean Variance Optimisation Morningstar Direct VBA or other programming capability Investment process development and governance frameworks 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 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 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 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2025 named a Great Place to Work®. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. Our perks and benefits: Competitive starting salary Starting holiday entitlement of 27 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 8% 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 Bike loan scheme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Death in service scheme Dedicated time for proof-of-concepts and assessing new tech Support to attend conferences, events, and meet-ups Paid time off for volunteer work Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Professional qualification support Talent management programmes 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 Hybrid working: 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. Business Areas: AJ Bell Investments Location: Manchester or London

Responsibilities

The Senior Portfolio Manager will support portfolio management activities including product governance, strategic and tactical asset allocation framework development, and capital market assumption production. Key duties also involve shaping portfolio implementation strategies, fund trading, producing investment commentary, and delivering management MI and committee reporting.