Investment Operations Manager

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 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 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 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 561,000 customers using our award-winning 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 1,450 employees and have been named one of the UK's '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 £50,000
• 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. That's why we offer a hybrid working model, where you’ll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time 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, we'd love to speak to you.