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:
1. Product governance, including investment process design and monitoring
2. Strategic and tactical asset allocation framework development and implementation
3. Capital market assumptions and reporting production
4. Working closely with research colleagues to shape portfolio implementation strategies
5. Fund trading, model updates and portfolio implementation activity
6. Producing investment commentary, literature and reporting on a monthly, quarterly and ad hoc basis
7. Delivering investment management MI and committee reporting
8. Presenting portfolio updates internally and externally, including client-facing presentations
9. Supporting wider business growth through collaboration with distribution, risk, compliance and finance teams
10. Contributing to regulatory requirements, including Consumer Duty
11. 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:
12. Minimum 10 years' investment management experience
13. Strong experience across funds and/or MPS management
14. A relevant professional qualification, ideally CFA
15. Strong understanding of strategic asset allocation and portfolio construction
16. Excellent written communication and reporting capability
17. Strong presentation skills, both in person and virtually
18. The ability to manage complex work independently
19. A mindset focused on continuous improvement and innovation
Experience in any of the following would be particularly valuable:
20. Mean Variance Optimisation
21. Morningstar Direct
22. VBA or other programming capability
23. 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:
24. Competitive starting salary
25. Starting holiday entitlement of 27 days, increasing up to 31 days with length of service
26. Holiday buy and sell scheme
27. A choice of pension schemes with matched contributions up to 8%
28. Discretionary bonus scheme
29. Annual free share awards scheme
30. Buy As You Earn (BAYE) Scheme
31. Health Cash Plan – provided by Medicash
32. Discounted private healthcare scheme and dental plan
33. Free gym membership, with an on-site gym providing a wide range of free classes
34. Employee Assistance Programme
35. Bike loan scheme
36. Sick pay+ pledge
37. Enhanced maternity, paternity, and shared parental leave
38. Loans for travel season tickets
39. Death in service scheme
40. Dedicated time for proof-of-concepts and assessing new tech
41. Support to attend conferences, events, and meet-ups
42. Paid time off for volunteer work
43. Charitable giving opportunities through salary sacrifice
44. Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
45. Personal development programmes built around you and your career goals, including access to personal skills workshops
46. Ongoing technical training
47. Professional qualification support
48. Talent management programmes
49. Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
50. Monthly leadership breakfasts and lunches
51. Casual dress code
52. 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.