Investment Analyst
Hybrid · Manchester, England, United Kingdom
Job Summary
Investment Analyst at AJ Bell responsible for supporting the Head of Investment Solutions in discretionary portfolio maintenance, governance, and implementation. Responsibilities include asset allocation implementation, capital markets assumptions reporting, collaboration with Research for portfolio strategies, development and production of investment management MI, regular literature and reporting for committees, portfolio trading/model updates, cross-functional engagement to grow AJ Bell Investments, and mentoring future staff. Role supports regulatory requirements including Consumer Duty; requires strong analytical abilities, communication skills, and proficiency with Excel/PowerPoint. Hybrid work model with minimum 50% time in the Manchester office.
Required Qualifications
- Relevant Level IV QCF Qualification (or working towards)
- Experience in a similar analytical role in financial services/investment industries
- Strong analytical and problem-solving skills
- Advanced report writing and data storytelling abilities
- Proficiency in Microsoft Office (Excel, PowerPoint)
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