Investment Operations Manager

AJ Bell; Manchester; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

Join a dynamic and rapidly growing investment platform company as an Investment Operations Manager. This mid-senior level role involves overseeing operational activities and managing key third-party relationships to ensure compliance and deliver positive customer outcomes. You will play a crucial role in the day-to-day operations of investment products while working in a supportive hybrid environment. This innovative firm values teamwork and offers a generous benefits package, including a competitive salary, holiday allowance, and health plans, making it an excellent opportunity for professionals looking to advance their careers in investment management.

Benefits

Generous holiday allowance

Matched pension contributions

Discretionary bonus scheme

Annual free share awards

Health Cash Plan

Free gym membership

Bike loan scheme

Sick pay

Enhanced parental leave

Volunteer time off

Qualifications

• 5+ years of investment operations experience required.
• Familiarity with investment management and portfolio systems preferred.

Responsibilities

• Oversee investment operations and ensure compliance with regulations.
• Manage third-party relationships and report on investment activities.

Skills

Investment Operations

Portfolio Management

Investment Compliance

Project Management

Analytical Skills

Communication Skills

Education

Level IV QCF Qualification (e.g., IMC)

Project Management Qualification (e.g., PRINCE2, Six Sigma)

Tools

Microsoft Office

Portfolio Management System

Job description

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In House Recruitment Team Leader @ AJ Bell

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 to ensure accuracy and timeliness.

Competence, Knowledge, and Skills:

• Minimum 5 years of investment operations experience.
• Preferably with investment management/wealth management experience, including familiarity with a portfolio management system.
• Investment compliance & risk experience desirable.
• Experience of fund management lifecycle (custodian, fund administration, transfer agency, ACD) is an advantage.
• Relevant Level IV QCF Qualification (e.g., IMC) desirable.
• Project management qualification (e.g., PRINCE2, Six Sigma) desirable.
• Highly numerate with excellent analytical and problem-solving skills.
• Ability to independently manage a complex workload.
• Highly innovative with strong interpersonal and communication skills.
• Report writing skills and proficiency with Microsoft Office.

About us:

AJ Bell is one of the UK's fastest-growing investment platform businesses, offering a range of solutions for both professional financial advisers and DIY investors. We serve over 593,000 customers managing assets over £90.4 billion. Listed on the London Stock Exchange in December 2018, we are a FTSE 250 company, headquartered in Manchester with offices in London and Bristol. We pride ourselves on a friendly working environment, teamwork, and our guiding principles.

What we offer:

• Starting salary of £50,000
• Generous holiday allowance of 27 days, increasing to 31 days with service
• Holiday buy and sell scheme
• Matched pension contributions up to 8%
• Discretionary bonus scheme
• Annual free share awards
• Buy As You Earn Scheme
• Health Cash Plan, private healthcare, dental plan
• Free gym membership and Employee Assistance Programme
• Bike loan scheme, sick pay, enhanced parental leave
• Travel loan schemes, death in service, volunteer time off
• Charitable salary sacrifice options, social events, personal development, technical training, and more.

Hybrid working:

At AJ Bell, we support a hybrid working model, with at least 50% of time spent in the office. New employees will initially work full-time in the office to integrate into our culture and build relationships.

We are committed to diversity and equal opportunity, welcoming applicants from all backgrounds.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Analyst