Job Description

We’re recruiting an Investment Analyst at AJ Bell to play a key role in shaping, evolving and managing AJ Bell’s discretionary portfolio offering.

This is a dynamic and highly analytical role where you’ll play a key role in designing, manufacturing, monitoring and maintaining AJ Bell managed Portfolios and funds.

In the role, you’ll support the Head of Investment Solutions in the maintenance of AJ Bell discretionary managed portfolios across the following areas:

• Product governance (IPS design and monitoring).
• Strategic and tactical asset allocation implementation.
• Capital markets assumptions reporting production.
• Working with Research function to devise appropriate portfolio implementation strategies.
• Development and production of investment management MI.
• Produce regular literature on a monthly, quarterly, and ad‑hoc basis.
• Provide reports (and attendance where a...