Junior Investment Analyst

About the Role

Join AJ Bell Asset Management as a Junior Investment Analyst, contributing to the expansion and success of our Investments team by supporting the development, governance, and ongoing delivery of our managed portfolio solutions. This role provides the chance to be actively involved in designing, building, monitoring, and maintaining discretionary managed and model portfolios that drive investment outcomes, support product innovation, and facilitate business growth.

Key Responsibilities

• Assist in the upkeep and oversight of AJ Bell partnership managed portfolios focusing on product governance, monitoring, and strategic and tactical asset allocation implementation.
• Collaborate with the Research team to develop suitable portfolio implementation strategies.
• Generate investment management management information (MI) and provide reporting at departmental committees, including attendance when relevant.
• Prepare regular investor literature on monthly, quarterly, and ad hoc schedules.
• Ensure portfolio implementation complies with trading guidelines and considers other relevant factors.
• Engage cross-functionally to promote portfolio updates, supporting growth for AJ Bell Investments and the broader business.
• Contribute to maintaining the business’s regulatory compliance, including adherence to consumer duty requirements.

Required Competencies, Knowledge and Skills

• A degree, ideally in a quantitative field, with plans to pursue further related qualifications over time.
• Proficiency in utilizing artificial intelligence tools.
• Understanding of Mean Variance Optimization principles.
• Strong analytical and problem-solving capabilities.
• Exceptional quantitative skills.
• Excellent communication and interpersonal abilities.
• Advanced skills in report writing and Microsoft Office applications.
• Ability to meet stringent deadlines consistently.

About AJ Bell

AJ Bell is a leading investment platform in the UK, trusted by more than 762,000 clients managing assets over £121.5 billion. We aim to simplify investing for all, whether through ISAs, pensions, or trading accounts, with products for both advised and self-directed investors. Recognized as one of the UK’s Best 100 Companies to Work For six years running and a Great Place to Work® in 2025 and 2026, we foster a supportive and collaborative workplace culture.

Benefits and Work Environment

• 25 days annual leave, increasing with tenure, complemented by bank holidays and an employee buy/sell scheme.
• 6% pension contribution with employer match.
• Discretionary bonus program.
• Share ownership schemes, including free shares and BAYE.
• Health Cash Plan and discounted private healthcare access.
• Free access to onsite gym facilities.
• Enhanced family leave policies.
• Travel and bicycle loan schemes.
• Employee Assistance Programme.
• Regular social occasions including seasonal parties.
• Opportunities for personalized learning and development.
• Casual dress policy and a friendly, cooperative work atmosphere.

Work Arrangement & Diversity Commitment

The position is primarily office-based in London with a hybrid model requiring a minimum of 50% office presence monthly. New employees start with a full-time onsite period to support onboarding and relationship building. AJ Bell is committed to fostering an inclusive workplace where diversity is valued, and employment decisions are merit-based.