We are now looking to recruit an Investment Operations Manager to join our Investments team in supporting the operational processes and procedures. The successful candidate will be managing key third party relationships on behalf of the team and building key stakeholder relationships within the business. The role will be a key driver of the day-to-day-operational delivery of AJB Investment products.
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.
Development and production of Investment Management MI
Provide Reports to and attendance at Departmental committees.
Ensure daily operational activities are completed in an accurate and timely manner, in accordance with regulatory requirements and company policies.
Competence, Knowledge, and Skills :
Minimum requirement of relevant Level IV QCF Qualification (i.e. IMC).
Experience working within an investments operation role.
Project management experience, qualification desirable (i.e. PRINCE 2, 6 Sigma).
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 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 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80.3 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 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.
What we offer:
Starting salary of £40,000 to £50,000 (Dependent on experience)
Generous holiday allowance increasing up to 31 days with service, plus bank holidays
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 Bel
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