Company Description

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:

• Product governance, including investment process design and monitoring
• Strategic and tactical asset allocation framework development and implementation
• Capital market assumptions and reporting production
• Working closely with research colleagues to shape portfolio implementation strategies
• Fund trading, model updates and portfolio implementation activity
• Producing investment commentary, literature and reporting on a monthly, quarterly and ad hoc basis
• Delivering investment management MI and committee reporting
• Presenting portfolio updates internally and externally, including client-facing presentations
• Supporting wider business growth through collaboration with distribution, risk, compliance and finance teams
• Contributing to regulatory requirements, including Consumer Duty
• 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:

• Minimum 10 years' investment management experience
• Strong experience across funds and/or MPS management
• A relevant professional qualification, ideally CFA
• Strong understanding of strategic asset allocation and portfolio construction
• Excellent written communication and reporting capability
• Strong presentation skills, both in person and virtually
• The ability to manage complex work independently
• A mindset focused on continuous improvement and innovation

Experience in any of the following would be particularly valuable:

• Mean Variance Optimisation
• Morningstar Direct
• VBA or other programming capability
• Investment process development and governance frameworks

About AJ Bell

AJ Bell is one of the UK’s fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors.

Today, over 644,000 customers trust us to manage more than £103.3 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

• 27 days holiday, increasing with service + buy/sell scheme + bank holidays
• 8% 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

We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.

For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.

Inclusion & diversity

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

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

Qualifications

Additional Information