Job Description

We are recruiting for a Junior Investment Analyst within AJ Bell Asset Management, joining our growing Investments team supporting the ongoing development, governance and delivery of our managed portfolio solutions.

The role offers 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

The key responsibilities of the role are as follows:

• Support the team in the maintenance of AJ Bell partnership managed portfolios across the following areas:
  • Product governance and monitoring
  • Strategic and tactical asset allocation framework and implementation
  • Working with Research team to devise appropriate portfolio implementation strategies
  • Development and production of investment management MI
  • Provide reports (and attendance where appropriate) at departmental committees
  • Produce regular literature on a monthly, quarterly and ad-hoc basis.
  • Portfolio implementation through adherence to trading rules and consideration of other factors.
• 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.
• Supporting and enabling the business to achieve its regulatory requirements, including consumer duty.

Competence, knowledge and skills

Competence

• Degree, preferably in a quantitative discipline
• Working towards further qualifications in the longer term

Knowledge & Skills

• Competent in the use of AI
• An awareness of Mean Variance Optimisation
• Excellent Analytical & Problem-Solving Skills
• Strong Quantitative Skills
• Excellent Interpersonal & Communication Skills
• Advanced Report Writing Skills
• Advanced Microsoft Office Skills
• Ability to work to strict deadlines

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 762,000customers trust us to manage more than £121.5billion 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

• 25 days holiday, increasing with service + buy/sell scheme + bank holidays
• 6% 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.