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- Tasks: Oversee investment management activities and improve risk processes at AJ Bell.
- Company: AJ Bell is a leading investment platform, committed to empowering investors.
- Benefits: Enjoy competitive salary, generous holidays, hybrid working, and personal development opportunities.
- Why this job: Join a dynamic team, make an impact, and grow your career in investment risk management.
- Qualifications: Degree in Finance, Mathematics, or Economics preferred; experience in investment management is a plus.
- Other info: Hybrid working model with a focus on collaboration and personal growth.
The predicted salary is between 43200 - 72000 £ per year.
An exciting opportunity has arisen for a Senior Investment Risk Analyst to join our second-line Risk Team at AJ Bell. In this key role, you will provide independent oversight of AJ Bell's discretionary investment management activities, including the AJ Bell fund range and Model Portfolio Service (MPS). Beyond oversight, you will work closely with the investments business area, helping embed our risk management framework and improving risk management processes. This role requires strong analytical skills, attention to detail, and the ability to collaborate with stakeholders at all levels. Access to training and support will be available where required.
What are the key responsibilities?
- Investment Oversight
- Provide independent oversight of investment products and services across the Group.
- Represent risk at internal investment and client forums, offering expert insights.
- Challenge and support portfolio positioning and risk management activities.
- Provide guidance on investment governance and regulatory compliance.
- Review and approve investment mandate changes, ensuring the IPS Register is up to date.
- Develop insightful reports and analysis to monitor ex-ante risk exposures.
- Monitor and review ex-post portfolio risk & performance metrics, ensuring alignment with investor expectations.
- Prepare and present Management Information (MI) and risk reports for committees and forums.
- Stay informed on industry developments and best practices in risk management.
- Support ad-hoc projects and initiatives, ensuring risks are effectively mitigated.
- Deputise for the Head of Risk when required.
- Act as a risk business partner to the Investments Team, supporting risk identification, assessment, and management.
- Review Risk Events reported by the business, identifying and addressing control gaps and deficiencies.
- Conduct control testing as part of the annual Control Effectiveness Review (CER).
- Support the Internal Capital Adequacy and Risk Assessment (ICARA) process, including facilitating scenario workshops.
What you'll have:
- Knowledge & Experience
- Experience within the investment management industry (decision-making responsibilities beneficial but not essential).
- Operational/Enterprise Risk Management experience is beneficial but not essential.
- Educated to degree level - a quantitative discipline (Finance, Mathematics, or Economics) is preferred.
- Professional qualifications such as IMC or FRM are advantageous.
- Self-motivated with a genuine interest in investment management.
- Strong understanding of equity and fixed-income asset classes and associated risk drivers.
- Excellent communication and interpersonal skills.
- Meticulous attention to detail with strong analytical capabilities.
- Effective planning, organisation, and time management skills.
- Commercially aware, with an understanding of the broader business landscape.
What we offer:
- Competitive starting salary
- Generous holiday allowance of 26 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 7%
- 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.
Senior Investment Risk Analyst employer: Aj Bell
Contact Detail:
Aj Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Risk Analyst
✨Tip Number 1
Familiarise yourself with AJ Bell's investment products and services. Understanding their discretionary investment management activities will help you speak confidently about how you can contribute to their risk management framework during interviews.
✨Tip Number 2
Network with professionals in the investment management industry, especially those with experience in risk management. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Stay updated on the latest trends and regulations in investment risk management. Being knowledgeable about current industry developments will demonstrate your commitment and expertise when discussing your fit for the role.
✨Tip Number 4
Prepare to discuss specific examples of how you've identified and managed risks in previous roles. Highlighting your analytical skills and attention to detail will resonate well with the expectations outlined in the job description.
We think you need these skills to ace Senior Investment Risk Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and risk analysis. Use specific examples that demonstrate your analytical skills and attention to detail, as these are crucial for the Senior Investment Risk Analyst role.
Craft a Compelling Cover Letter: In your cover letter, express your genuine interest in investment management and how your background aligns with AJ Bell's values. Mention any professional qualifications like IMC or FRM, and explain how you can contribute to their risk management framework.
Highlight Relevant Skills: Emphasise your strong communication and interpersonal skills, as well as your ability to collaborate with stakeholders. Provide examples of how you've successfully worked in teams or led projects related to risk management.
Showcase Continuous Learning: Mention any ongoing training or professional development you are pursuing, especially in areas related to risk management or investment analysis. This shows your commitment to staying informed on industry developments and best practices.
How to prepare for a job interview at Aj Bell
✨Showcase Your Analytical Skills
As a Senior Investment Risk Analyst, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've used data analysis to inform investment decisions or risk assessments in your previous roles.
✨Demonstrate Attention to Detail
This role requires meticulous attention to detail. During the interview, highlight instances where your attention to detail has positively impacted a project or decision, especially in risk management or investment oversight.
✨Prepare for Technical Questions
Expect technical questions related to equity and fixed-income asset classes, as well as risk drivers. Brush up on your knowledge in these areas and be ready to explain complex concepts clearly and concisely.
✨Emphasise Collaboration Skills
Collaboration with stakeholders is key in this role. Share examples of how you've successfully worked with different teams or departments to achieve common goals, particularly in risk management contexts.
