Job Description
We are now looking to recruit an experienced Head of Investment Solutions to take ownership and responsibility for the design, manufacture, monitoring and maintenance of ‘standard’ portfolios within the investments team. The 'standard' portfolios incorporate all standard MPS solutions (Active, Passive, Pactive & Responsible) across all platforms, together with the portfolios managed via the AJ Bell ICVC.
Working closely with the Head of Investment Research, Head of Investment Partnerships and Head of Investment Operations, the role requires reporting as directed by the Investments Director and leadership of the team’s investment analysts.
What does the job involve?
The key responsibilities of the role are to:
- Strategic & Tactical Asset Allocation frameworks
- Working with Research function to devise appropriate portfolio implementation strategies.
- Deployment of portfolio implementation strategies
- Development and production of Investment Management MI
- Provide Reports to and attendance at Departmental committees.
- Recruit, train, mentor and develop Departmental employee.
- Supporting and enabling the business to achieve its regulatory requirements, including consumer duty.
What we're looking for:
- Experience working with multi-asset portfolio management in a similar senior position.
- Highly numerate.
- Excellent analytical & problem-solving skills.
- Ability to independently manage a complex workload.
- Highly innovative.
- Interpersonal & communication skills.
- Report writing skills.
- Proficiency with Microsoft Office.
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 491,000 customers using our award-winning platform propositions to manage assets totalling more than £76.1 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.
There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.
In return we will provide all the training and support you need in order to develop within your role.
What we offer:
- 28days holiday increasing up to 31days with service, plus bank holidays
- Casual dress code
- Discretionary annual bonus
- Contributory pension scheme
- Buy as you earn share scheme
- Enhanced maternity/paternity scheme from day one
- Bike loan
- Private medical insurance
- On-site gym and personal trainer led classes
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.
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