Senior Portfolio Manager
New Today
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 andInvestment 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 doingWorking 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 monitoringStrategic and tactical asset allocation framework development and implementationCapital market assumptions and reporting productionWorking closely with research colleagues to shape portfolio implementation strategiesFund trading, model updates and portfolio implementation activityProducing investment commentary, literature and reporting on a monthly, quarterly and ad hoc basisDelivering investment management MI and committee reportingPresenting portfolio updates internally and externally, including client-facing presentationsSupporting wider business growth through collaboration with distribution, risk, compliance and finance teamsContributing to regulatory requirements, including Consumer DutyCoaching and developing colleagues within the wider teamFor 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 experienceStrong experience across funds and/or MPS managementA relevant professional qualification, ideally CFAStrong understanding of strategic asset allocation and portfolio constructionExcellent written communication and reporting capabilityStrong presentation skills, both in person and virtuallyThe ability to manage complex work independentlyA mindset focused on continuous improvement and innovationExperience in any of the following would be particularly valuable:Mean Variance OptimisationVBA or other programming capabilityInvestment process development and governance frameworksAbout 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’ forsix consecutive yearsand 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:Starting holiday entitlement of 27days, increasing up to 31 days with length of serviceHoliday buy and sell schemeA choice of pension schemes with matched contributions up to 8%Discretionary bonus schemeAnnual free share awards schemeBuy As You Earn (BAYE) SchemeHealth Cash Plan – provided by MedicashDiscounted private healthcare scheme and dental planFree gym membership, with an on-site gym providing a wide range of free classesEmployee Assistance ProgrammeSick pay+ pledgeEnhanced maternity, paternity, and shared parental leaveLoans for travel season ticketsDedicated time for proof-of-concepts and assessing new techSupport to attend conferences, events, and meet-upsCharitable giving opportunities through salary sacrificeCalendar of social events, including monthly payday drinks, annual Christmas party, summer party and much morePersonal development programmes built around you and your career goals, including access to personal skills workshopsOngoing technical trainingPeer recognition scheme, with rewards including restaurant and shopping vouchers or time offMonthly leadership breakfasts and lunchesCasual dress codeAccess to a range of benefits from our sponsorship dealsAt AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together.That'swhy we offer a hybrid working model, whereyou’llspend a minimum of 50% of your working time per month in the office. For new team members,an initialperiod 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 allapplicantsand all employees are empowered to bring their whole self to work.We do not discriminateon the basis ofrace, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, maritalstatusand any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications,meritand business need.If you like the sound of theabove, orjust want to know more about the company and the role,we'dlove to speak to you.
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- Location:
- Manchester
- Job Type:
- FullTime
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