Investment Operations Manager
Investment Operations Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job 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 daytodayoperational 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.
- Daytoday 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 are completed in an accurate and timely manner.
Competence Knowledge and Skills:
- Minimum 5 years Investment operations experience
- Preferable with investment management/wealth management experience including experience of working with a portfolio management system.
- Investment compliance & risk experience desirable
- Experience of fund management lifecycle (i.e. custodian fund administration transfer agency ACD) an advantage.
- Relevant Level IV QCF Qualification (i.e. IMC) desirable.
- Project management experience qualification desirable (i.e. PRINCE 2 6 Sigma).
- Highly numerate.
- Excellent analytical & problem solving skills.
- Ability to independently manage a complex workload.
- Highly innovative.
- Interpersonal & communication skills.
- Report writing skills.
- Proficiency with Microsoft Office.
About us:
AJ Bell is one of the fastestgrowing investment platform businesses in the UK offering an awardwinning range of solutions that caters for everyone from professional financial advisers to DIY investors with little to no experience. We have over 561000 customers using our awardwinning 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 1450 employees and have been named one of the UKs Best 100 Companies to Work For for six consecutive years and in 2024 named a Great Place to Work.
At AJ Bell you can expect a friendly working environment with a strong sense of teamwork we have a great sense of pride in what we do and this is reflected in our guiding principles.
What we offer:
- Starting salary of 50000
- Generous holiday allowance of 27 days increasing up to 31 days with length of service
- 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
- Discounted private healthcare scheme and dental plan
- Free gym membership
- Employee Assistance Programme
- Bike loan scheme
- Sick pay pledge
- Enhanced maternity paternity and shared parental leave
- 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
- Personal development programmes built around you and your career goals including access to personal skills workshops
- 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
- Casual dress code
- Access to a range of benefits from our sponsorship deals
Hybrid working:
At AJ Bell our people are the heart of our culture. We believe in building strong connections by working together. Thats why we offer a hybrid working model where youll spend a minimum of 50 of your working time per month in the office. For new team members an initial period will be fulltime 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.
We do not discriminate on the basis of race sex gender identity sexual orientation age pregnancy religion physical and mental disability marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications merit and business need.
If you like the sound of the above or just want to know more about the company and the role wed love to speak to you.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
