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- Tasks: Oversee investment operations and manage key third-party relationships.
- Company: Join AJ Bell, a fast-growing investment platform with over 561,000 customers.
- Benefits: Enjoy a starting salary of £50,000, generous holiday allowance, and hybrid working options.
- Why this job: Be part of a supportive team culture in a FTSE 250 company focused on positive customer outcomes.
- Qualifications: 5 years of investment operations experience and relevant qualifications preferred.
- Other info: Access personal development programmes and enjoy a casual dress code.
The predicted salary is between 42000 - 70000 £ per year.
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.
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.
Investment Operations Manager in Salford employer: AJ BELL BUSINESS SOLUTIONS LIMITED
Contact Detail:
AJ BELL BUSINESS SOLUTIONS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Manager in Salford
✨Tip Number 1
Familiarise yourself with the key regulations like UCITS and MiFID II, as these are crucial for the Investment Operations Manager role. Understanding these frameworks will not only help you in interviews but also demonstrate your commitment to compliance and risk management.
✨Tip Number 2
Network with professionals in the investment management sector, especially those who have experience with portfolio management systems. Building relationships can provide insights into the role and may even lead to referrals, which can significantly boost your chances of landing the job.
✨Tip Number 3
Showcase your project management skills by discussing any relevant projects you've managed in the past. Highlighting your experience with methodologies like PRINCE2 or Six Sigma can set you apart from other candidates and align well with the responsibilities of the role.
✨Tip Number 4
Prepare to discuss how you handle complex workloads and ensure timely delivery of operational activities. Use specific examples from your previous roles to illustrate your problem-solving abilities and analytical skills, as these are key competencies for the position.
We think you need these skills to ace Investment Operations Manager in Salford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment operations, particularly any roles that involved portfolio management or compliance with UCITS and MiFID II regulations. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your background aligns with the responsibilities of managing third-party relationships and driving operational delivery. Be sure to include your project management experience and any relevant qualifications.
Highlight Key Skills: Emphasise your analytical and problem-solving skills, as well as your ability to manage complex workloads independently. Mention your proficiency with Microsoft Office and any experience with portfolio management systems, as these are crucial for the role.
Showcase Interpersonal Skills: Since the role involves building relationships with stakeholders, highlight your interpersonal and communication skills. Provide examples of how you've successfully collaborated with teams or managed client relationships in previous positions.
How to prepare for a job interview at AJ BELL BUSINESS SOLUTIONS LIMITED
✨Know Your Investment Operations
Make sure you have a solid understanding of investment operations, including portfolio implementation and monitoring. Be prepared to discuss your previous experience in managing operational activities and how it relates to the role.
✨Demonstrate Relationship Management Skills
Since the role involves managing key third-party relationships, be ready to share examples of how you've successfully built and maintained professional relationships in the past. Highlight your interpersonal skills and ability to communicate effectively with stakeholders.
✨Showcase Your Compliance Knowledge
Familiarise yourself with relevant regulations such as UCITS and MiFID II. During the interview, demonstrate your understanding of compliance and risk management within investment operations, as this is crucial for the role.
✨Prepare for Project Management Questions
Given that project management experience is desirable, be prepared to discuss any relevant projects you've managed. Use the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your problem-solving skills.
