Job Title

5 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from AJ Bell In House Recruitment Team Leader @ AJ BellJob Description The Investment Operations Manager will take responsibility for the oversight and management of operational activities within the Investments team. Managing key third-party relationships on behalf of the team and building relationships with key stakeholders within the wider AJ Bell business to support its authorised funds and managed portfolio service products. The role will be a key driver of the day-to-day operational delivery of AJB Investment products and positive customer outcomes. What does the job involve? The key responsibilities of the role are to: Investment Operations, including portfolio implementation and monitoring. Ensuring compliance with relevant UCITS, MiFID II, and investment mandates. Manage projects to implement business initiatives. Day-to-day management of third-party relationships, including the authorised corporate director (“ACD”) to the AJ Bell Fund range. Oversight of the development and production of Investment Management MI. Provide reporting to and involvement within departmental committees. Oversight and management of daily investment operational activities to ensure accuracy and timeliness. Competence, Knowledge, and Skills: Minimum 5 years of investment operations experience. Preferably with investment management/wealth management experience, including familiarity with a portfolio management system. Investment compliance & risk experience desirable. Experience of fund management lifecycle (custodian, fund administration, transfer agency, ACD) is an advantage. Relevant Level IV QCF Qualification (e.g., IMC) desirable. Project management qualification (e.g., PRINCE2, Six Sigma) desirable. Highly numerate with excellent analytical and problem-solving skills. Ability to independently manage a complex workload. Highly innovative with strong interpersonal and communication skills. Report writing skills and proficiency with Microsoft Office. About us: AJ Bell is one of the UK's fastest-growing investment platform businesses, offering a range of solutions for both professional financial advisers and DIY investors. We serve over 593,000 customers managing assets over £90.4 billion. Listed on the London Stock Exchange in December 2018, we are a FTSE 250 company, headquartered in Manchester with offices in London and Bristol. We pride ourselves on a friendly working environment, teamwork, and our guiding principles. What we offer: Starting salary of £50,000 Generous holiday allowance of 27 days, increasing to 31 days with service Holiday buy and sell scheme Matched pension contributions up to 8% Discretionary bonus scheme Annual free share awards Buy As You Earn Scheme Health Cash Plan, private healthcare, dental plan Free gym membership and Employee Assistance Programme Bike loan scheme, sick pay, enhanced parental leave Travel loan schemes, death in service, volunteer time off Charitable salary sacrifice options, social events, personal development, technical training, and more. Hybrid working: At AJ Bell, we support a hybrid working model, with at least 50% of time spent in the office. New employees will initially work full-time in the office to integrate into our culture and build relationships. We are committed to diversity and equal opportunity, welcoming applicants from all backgrounds. Seniority levelMid-Senior level Employment typeFull-time Job functionAnalyst#J-18808-Ljbffr