Job Description
We are looking for a Senior Investment Strategist to play a key role in shaping our investment strategies and asset allocation frameworks. This is an exciting opportunity for a highly analytical and knowledgeable investment professional to contribute to the management of multi-asset funds and portfolios, working closely with senior investment leaders and the wider investment team.
Purpose of the role:
As a Senior Investment Strategist, you will play a key role in shaping the strategic and tactical asset allocation frameworks for our multi-asset funds and portfolios. Working closely with senior investment leaders and the wider investment team, you will contribute to the management of our core MPS solutions (Active, Passive, Pactive & Responsible), partnership portfolios, and portfolios managed via the AJ Bell ICVC.
This is a high-impact role that requires strong analytical skills, a deep knowledge of financial markets, and the ability to translate research into actionable investment strategies.
What does the job involve?
- Develop asset allocation strategies to align with clients' long-term financial goals.
- Analyse financial markets, economic trends, and investment research to inform strategic decisions.
- Collaborate with portfolio managers and analysts to optimise investment strategies.
- Prepare and present detailed reports on investment markets for clients and senior management.
- Research and monitor the performance of investment instruments to enhance portfolio outcomes.
- Maintain up-to-date knowledge of financial market trends and economic developments.
- Ensure compliance with investment regulations and industry standards.
- Provide reports to and attend departmental committees.
- Play an active role in recruiting, mentoring, and developing investment team members.
- Support the business in achieving its regulatory obligations, including Consumer Duty.
What We're looking for:
Qualifications & Competence
- Level VII qualification such as CFA desired
Skills & Experience
- Strong numeracy skills with excellent analytical and problem-solving abilities.
- Ability to independently manage a complex and varied workload.
- Deep understanding of financial markets, investment strategies, and risk management, including capital market assumptions and mean variance optimisation.
- Exceptional communication skills, including the ability to present complex ideas clearly to different audiences.
- Strong report-writing skills.
- Proficiency in Microsoft Office and investment research tools such as Morningstar Direct.
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 561,000 customers using our award-winning platform propositions to manage assets totalling more than £89.5 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 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2024 named a Great Place to Work®.
Our perks and benefits
- Competitive starting salary
- Starting holiday entitlement of 28 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
- A choice of pension schemes with matched contributions up to 8%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan – provided by SimplyHealth
- Private healthcare scheme and dental plan
- Free gym membership, with an on-site gym providing a wide range of free classes
- Employee Assistance Programme
- Bike loan scheme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- Loans for travel season tickets
- Death in service scheme
- Paid time off for volunteer work
- Charitable giving opportunities through salary sacrifice
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
- Parking at Exchange Quay (subject to availability)
- Ongoing technical training
- Professional qualification support
- Talent development programmes
- Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
- Monthly leadership breakfasts and lunches
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.
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.
Qualifications
