Investment Analyst

Company Description

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 appropriate) at departmental committees.  
• Portfolio Implementation (Fund trading and model updates). 
• Engage with other areas of the business to support the growth of both AJ Bell Investments and the wider business, and ensure portfolio updates are communicated to investors.  
• Train, mentor and develop future departmental employees. 
• Supporting and enabling the business to achieve its regulatory requirements, including Consumer Duty. 

What you’ll bring:

Competence 

• Previous experience in a similar analytical role, with experience working in the financial services and/or investment industries.
• Relevant Level IV QCF Qualification (or working towards in the short term).
• Working towards further qualifications in the longer term.

Knowledge & Skills 

• Strong analytical and problem-solving skills
• A highly innovative and forward-thinking mindset
• Excellent communication and interpersonal skills
• Advanced report writing and data storytelling abilities
• Proficiency in Microsoft Office, especially Excel and PowerPoint

About AJ Bell

At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.

We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors.

Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures.

We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026, a reflection of our supportive and collaborative culture.

What we offer

• Competitive starting salary
• 26 days holiday, increasing with service + buy/sell scheme + bank holidays
• 7% Pension with matched contributions
• Discretionary bonus scheme
• Share schemes (including free shares and BAYE)
• Health Cash Plan and discounted private healthcare
• Free onsite gym
• Enhanced family leave (subject to qualifying criteria)
• Travel and bike loan schemes
• Employee Assistance Programme

Life at AJ Bell

• Regular social events including summer and Christmas parties
• Learning and development opportunities tailored to you
• Casual dress code
• Friendly, supportive team environment

Our ways of 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 working time per month in the office. For new team members, an initial period will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

Inclusion & diversity

We’re committed to creating an inclusive environment where everyone feels respected, supported and able to be themselves at work.

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.

Agency information

This vacancy is being managed exclusively by our in-house Recruitment team. We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.

Qualifications

Additional Information