Senior Investment Strategist

Summary

Join AJ Bell as a Senior Investment Strategist and play a key role in shaping investment strategies and asset allocation frameworks for multi-asset funds and portfolios. You will collaborate with senior leaders and the investment team, contributing to the management of core MPS solutions and various portfolios. This high-impact role demands strong analytical skills, deep financial market knowledge, and the ability to translate research into actionable strategies. You will develop asset allocation strategies, analyze markets and trends, collaborate with portfolio managers, prepare reports, and ensure compliance. The role also involves mentoring team members and supporting regulatory obligations. AJ Bell offers a competitive salary and benefits package.

Requirements

• Level VII qualification such as CFA desired
• Strong numeracy skills with excellent analytical and problem-solving abilities
• Ability to independently manage a complex and varied workload
• Deep understanding of financial markets, investment strategies, and risk management, including capital market assumptions and mean variance optimisation
• Exceptional communication skills, including the ability to present complex ideas clearly to different audiences
• Strong report-writing skills
• Proficiency in Microsoft Office and investment research tools such as Morningstar Direct

Responsibilities

• Develop asset allocation strategies to align with clients' long-term financial goals
• Analyse financial markets, economic trends, and investment research to inform strategic decisions
• Collaborate with portfolio managers and analysts to optimise investment strategies
• Prepare and present detailed reports on investment markets for clients and senior management
• Research and monitor the performance of investment instruments to enhance portfolio outcomes
• Maintain up-to-date knowledge of financial market trends and economic developments
• Ensure compliance with investment regulations and industry standards
• Provide reports to and attend departmental committees
• Play an active role in recruiting, mentoring, and developing investment team members
• Support the business in achieving its regulatory obligations, including Consumer Duty

Benefits

• Competitive starting salary
• Starting holiday entitlement of 28 days, increasing up to 31 days with length of service and a 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
• Private healthcare scheme and dental plan
• Free gym membership, with an on-site gym providing a wide range of free classes
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• 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
• Parking at Exchange Quay (subject to availability)
• 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
• Hybrid working